Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:
Perspective on market strength, despite the resurgence of COVID19 casesHow to current market situation translates to the CTA positioningEquity market outlookHow does volatility complex play into the current equity market?Bond market outlook - secular end of a 40 year event?The impact of rising civil unrest and upcoming election will have on the marketsCharlie 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.