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Will A 'Less Hawkish' Fed Be Enough To Satisfy The Neurotic Stock Market

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero ....

Nomura Charlie Mcelligott , Charlie Mcelligott , Equities Factor , Risk Premia , Yield Curves , Economic Quadrant , Atlanta Fed Wage Growth Tracker , Nomura Econ ,

Nomura: Clear Now That Inflation "Light At The End Of The Tunnel" Was An Oncoming Train

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero ....

Nomura Charlie Mcelligott , Central Bank , Charlie Mcelligott , Inflation Expectations , Long Vol , Score Mom , Nomura Econ , Options Expiration ,

Markets Have Reached A Critical Near-Term Pivot With Huge "Trend Reversal" Implications

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero ....

Nomura Charlie Mcelligott , Recon Team , Housing Labor , Hail Mary , Atlanta Fed , Charlie Mcelligott , Inflation Breakevens , Nomura Econ , Terminal Rate , Long Commods , Goldman Prime , Risk Parity , Vol Control , Options Positioning , Dealer Gamma , Chair Powell ,

"Banging Between Big Strikes" - Levels To Watch Ahead Of FOMC Statement

by Tyler Durden
Wednesday, Apr 28, 2021 - 01:25 PM
As we detailed overnight, today s FOMC is widely expected to be steady as she goes with Biden conveying that the FOMC is not yet thinking about shifting its dovish stance.
The only “risk” associated with today could be a “semantics” acknowledgement of better data (though we note the surprises are dominated by soft survey data)…
But, as Nomura s Charlie McElligott notes:
I’d
be beyond-shocked at anything strong enough to see the market adjust or pull-forward their current tapering view, with most sell-side consensus targeting early 2022 (although pockets of late ’21).
Here is the Nomura Econ team’s timeline: ....

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