Skip to content
Tuesday, February 07, 2023
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted+
  • HR Weekly+
  • Monthly Letters+
  • Shop

Month: October 2021

Even If It All Comes Crashing Down Tomorrow

October 31, 2021November 1, 2021

Even if central banks stumble into a policy mistake and it all comes crashing down

Read More

2 Comments on Even If It All Comes Crashing Down Tomorrow

At Stake This Week: Credibility

October 31, 2021November 1, 2021

The November FOMC meeting and accompanying taper announcement will garner most of the financial headlines

Read More

Leave a Comment on At Stake This Week: Credibility

Sans Tantrum, Please

October 31, 2021November 3, 2021

The Fed will formally unveil plans to taper monthly bond-buying this week, with designs on

Read More

1 Comment on Sans Tantrum, Please

‘The Markets Were Not Consulted’

October 30, 2021November 1, 2021

In “Napalm,” I contextualized recent front-end rates fireworks by reference to a possible shift in

Read More

‘By One Full Year’: Goldman Shifts Fed Call Dramatically

October 30, 2021November 5, 2021

One day, we may look back on the last several weeks and chuckle at the

Read More

1 Comment on ‘By One Full Year’: Goldman Shifts Fed Call Dramatically

Napalm

October 30, 2021November 2, 2021

One bond market recap featured the word “bloody.” I suppose the hyperbole was apt. Last

Read More

3 Comments on Napalm

The High Price Of Price Uncertainty

October 29, 2021November 4, 2021

Anyone searching for evidence of a rebound in consumer sentiment in late October was disappointed

Read More

3 Comments on The High Price Of Price Uncertainty

Pay Up

October 29, 2021November 4, 2021

Friday’s US personal income and spending data showed headline and core PCE were largely in

Read More

5 Comments on Pay Up

Taper Tantrum, Aussie Style

October 29, 2021October 30, 2021

In case it wasn’t clear enough that some manner of policy shift is in the

Read More

1 Comment on Taper Tantrum, Aussie Style

Not For Me To Say

October 29, 2021October 30, 2021

“Not for me to say.” That was Christine Lagarde’s assessment Thursday when, following the October

Read More

2 Comments on Not For Me To Say

‘Meta’physics

October 28, 2021October 29, 2021

On Thursday afternoon, Bloomberg Television abruptly cut away from a press conference where Nancy Pelosi

Read More

18 Comments on ‘Meta’physics

Hustled By Spin

October 28, 2021October 30, 2021

“No one got everything they wanted in the bill, including me,” Joe Biden said Thursday,

Read More

12 Comments on Hustled By Spin

Marko Kolanovic: ‘Did The World Change Yesterday? No.’

October 28, 2021October 29, 2021

The financial media was awash this week with headlines about flattening yield curves and what

Read More

Hangover Arrives For US Economy

October 28, 2021November 3, 2021

As expected, the US economic expansion faltered in the third quarter, data out Thursday showed.

Read More

4 Comments on Hangover Arrives For US Economy

ECB Confronts Global Rates Upheaval As German Inflation Soars

October 28, 2021October 28, 2021

Over the past several weeks, traders began pondering active central banks and preemptive policy tightening

Read More

2 Comments on ECB Confronts Global Rates Upheaval As German Inflation Soars

Posts navigation

1 2 … 9 Next

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Most Read

  • Terminal Correction
    Terminal Correction
  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 'Nuanced'
    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

Questions, tips or inquiries of any kind: walt@heisenbergreport.com

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2023.
 

Loading Comments...