Nomura: Bond short squeeze and AI selloff trigger cross-asset "reverse dispersion" rotation, with capital flowing into value stocks and small caps.

Zhitong Finance APP has learned that Nomura strategist Charlie McElligott stated that the fading of traditional cross-asset momentum is triggering a "reverse dispersion" rally in global marketsthe squeeze on short bond positions and negative catalysts related to AI have triggered a broad rotation of funds into underweight value stocks and small-cap stocks.