March 27, 2022 – Heisenberg Report

Fatalism Sets In As Curve Starts Recession Clock

March 27, 2022March 28, 20223 min read

Fatalism pervades much of the macro commentary, and you don’t need to listen too closely to hear it. You can blame the curve. As a

March 27, 2022April 1, 20225 min read

A slate of top-tier US data greets market participants in the new week, as equities look to build on what most analysts contend is a

March 27, 2022March 28, 20227 min read

“As you’ve heard us say, repeatedly, we do not have a strategy of regime change in Russia or anywhere else,” Antony Blinken told reporters on

June 29, 2022July 1, 20226 min read

Alarmist "wage-price spiral" rhetoric is a fixture of the economic news cycle in 2022. Scarcely…

June 20, 2022July 2, 20225 min read

You've heard it again and again: Major developed economies, including and especially the world's largest,…

May 29, 2022May 30, 20229 min read

"You can't issue unlicensed securities and use your friends as the underwriters," I told someone…

May 13, 2022May 25, 20228 min read

On August 11, 2021, a USA Today article featured the headline, "Millennials are quitting jobs…

May 6, 2022May 8, 20226 min read

During the vicious, tech-led selloff that wiped away a fleeting, post-FOMC bounce in US equities,…

April 25, 2022May 2, 20226 min read

Surveillance capitalism operates through unprecedented asymmetries in knowledge and the power that accrues to knowledge.…