State of the Markets: 4/4/19

Welcome to this week’s State of the Markets video discussion centered on the equity markets. Please click the link provided to review the video discussion between Seth Golden and Wayne Nelson where they dive into all things market related. Discussion centered latest geopolitical rift between the U.S. & MexicoThe U.S. and Mexico trade about $1.7…

Ides of March, No, But NonFarm Payrolls, Maybe?

It’s now or never. At least that was how Nomura’s Charlie McElligott characterized the potential for a market decline last Thursday for clients.  Having previously warned about the “pullback window”, McElligott now specifies the timing of the event, noting that “it has to happen now”, as he currently estimate SPX/SPY consolidated Dealer Gamma to turn…