"Hedge When You Can, Not When You Have To" - Nomura Reflects On What 'Everybody' Is Thinking As 'Trump Collar' Unwinds
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Nomura's Charlie McElligott discusses the market's shift from a focus on negative outcomes (left-tail) to positive possibilities (right-tail) as the 'Trump Collar' strategy evolves. The market has adjusted to a more optimistic outlook, aided by recent economic data showing lower inflation fears and strong earnings growth. This shift has led to increased demand for equities and a positive wealth effect, despite concerns about a potential recession in 2025. Overall, the sentiment is improving as markets rally and volatility decreases.
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