The Zhitong Finance App learned that Nomura strategist Charlie McEligott (Charlie McEligott) said that the decline in traditional cross-asset momentum is triggering a round of “reverse dispersion” in the global market — the squeeze of shorting bond positions and a negative catalyst on AI, triggering a large scale of capital rotation to underallocated value stocks and small-cap stocks.

The Zhitong Finance App learned that Nomura strategist Charlie McEligott (Charlie McEligott) said that the decline in traditional cross-asset momentum is triggering a round of “reverse dispersion” in the global market — the squeeze of shorting bond positions and a negative catalyst on AI, triggering a large scale of capital rotation to underallocated value stocks and small-cap stocks.