Skip to content
Sunday, January 29, 2023
  • Twitter
Heisenberg Report

Heisenberg Report

  • Home
  • Markets
  • Economy
  • Politics
  • Subscribe To Premium
  • Premium Subscriber Log In
    • Premium Subscriber Profile
  • Shop
You are Here
  • Home
  • 2022
  • January
  • 13

Day: January 13, 2022

China’s Pandemic Export Boom Pushes Surplus To Record

China’s Pandemic Export Boom Pushes Surplus To Record

January 13, 2022January 18, 20223 min read

Headlines will doubtlessly (and rightfully) tout China’s record exports in 2021, but if you’re looking to get a read on the near-term outlook for the

Continue Reading

3 Comments on China’s Pandemic Export Boom Pushes Surplus To Record
Albert Edwards: ‘There’s Too Much Linear Thinking Out There!’

Albert Edwards: ‘There’s Too Much Linear Thinking Out There!’

January 13, 2022January 15, 20225 min read

It won’t surprise you to learn that SocGen’s Albert Edwards isn’t particularly optimistic about the Fed’s capacity to normalize policy without collapsing various Jenga towers

Continue Reading

6 Comments on Albert Edwards: ‘There’s Too Much Linear Thinking Out There!’
Is The Fed Trade Exhausted?

Is The Fed Trade Exhausted?

January 13, 2022January 14, 20223 min read

If the bearish US rates trade was already tired, December’s cooler-than-anticipated read on PPI could leave it exhausted. For now. This goes without saying (although

Continue Reading

2 Comments on Is The Fed Trade Exhausted?
‘Cool’ Is An Extremely Relative Term

‘Cool’ Is An Extremely Relative Term

January 13, 2022January 14, 20222 min read

US producer prices rose half as much as expected in December, data out Thursday showed. With traders having largely shrugged off an objectively harrowing CPI

Continue Reading

3 Comments on ‘Cool’ Is An Extremely Relative Term
Topics Du Jour

Topics Du Jour

January 13, 2022January 13, 20223 min read

Mainland shares in China dropped to a five-month low and dollar weakness remained topical as markets continued to ponder US inflation and the Fed’s reaction

Continue Reading

Leave a Comment on Topics Du Jour

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

Get Email Alerts

Enter your email address to receive notifications of new articles by email.

Recent Comments

  • longinTTH on Default Plan
  • FuriousA on The Art Of The Hawkish Step-Down
  • Emptynester on The Art Of The Hawkish Step-Down
  • Hector Lopez on The Art Of The Hawkish Step-Down

Most Read

  • Does Hindenburg's Anderson Know What He's Getting Into?
    Does Hindenburg's Anderson Know What He's Getting Into?
  • All Aboard!
    All Aboard!
  • Television People
    Television People
  • Default Plan
    Default Plan
  • Potemkin Village
    Potemkin Village

Month’s Best

Monthly Letter: That’s Great, It Starts With An Earthquake

January 22, 2023January 23, 20239 min read

Monthly Letter: Addiction Liability And The Roaring Twenties

December 17, 2022December 19, 202216 min read

The Tragedy Of America’s $3.5 Trillion In ‘Extra’ Savings

November 29, 2022November 30, 20226 min read

The Dawn Of The Great Immoderation

November 5, 2022November 14, 20228 min read

Notes From Disgraceland

The Rebirth Of The American Subject

December 30, 2022January 1, 202310 min read

Asynchronous Wars And The Technology Of Killing

July 7, 2022October 5, 202219 min read

The Metaphysics Of Stupidity (Asbestos Is Our Future)

March 13, 2022March 14, 20222 min read

The Year Of The Abject: Making Sense of Nonsense

January 1, 2022June 24, 202212 min read

Month’s Best

Monthly Letter: That’s Great, It Starts With An Earthquake

January 22, 2023January 23, 20239 min read
[Editor's note: Early next month, a new tier of subscription will be available to interested…

Monthly Letter: Addiction Liability And The Roaring Twenties

December 17, 2022December 19, 202216 min read
[Editor's note: Starting in February 2023, I'll be offering a new subscription tier that includes,…

The Tragedy Of America’s $3.5 Trillion In ‘Extra’ Savings

November 29, 2022November 30, 20226 min read
Back in June, I told readers the "sad, sad story" of $3 trillion in pandemic…

The Dawn Of The Great Immoderation

November 5, 2022November 14, 20228 min read
It's a heretical notion, but I'm compelled to repeat it at regular intervals: It's the…

Burning City On A Hill

November 2, 2022November 14, 20227 min read
I've come to despise politics, which is unfortunate because I was raised around political scientists,…

Jeffrey Sachs And The Nord Stream: A Counter-Narrative Case Study

October 6, 2022October 7, 20229 min read
I've long described my raison d'être in terms of the intersection between geopolitics and finance.…

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

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2022
 

Loading Comments...