Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:
- Perspectives on the recent sell off
- The next Fed pivot – does it have to be dovish?
- Fading expectations of the Fed rate cut in spring ‘23
- Consolidation of August rally and where it’s headed next
- How to navigate increased volatility
- Why Gamma is the most important flow
Download the podcast transcript: [Click Here]
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Charlie McElligott is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years’ experience in macro markets. He concentrates on positioning and sentiment, alongside quantitative factor analysis.
Prior to joining Nomura, Charlie was Head of US Cross-Asset Macro Strategy at RBC Capital Markets. Before that, he spent eight years at UBS.
Charlie has a BA in Government with a focus on International Relations from Dartmouth College.