Episodes
Tuesday Jan 15, 2019
Charlie McElligott: Fear the Steepener
Tuesday Jan 15, 2019
Tuesday Jan 15, 2019
Erik Townsend and Patrick Ceresna welcome Charlie McElligott back to MacroVoices. Erik and Charlie discuss the china credit impulse and PBoC liquidity operations. The discuss if this is a bear market rally or continuation of bull market and fading the Fed’s economic optimism. They update CTA positioning across asset classes and positioning in risk parity funds. They finally end with a conversation on the yield curve steepener.
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