Skip to content
Saturday, April 01, 2023
Heisenberg Report

Heisenberg Report

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

Month: August 2022

Don’t Mention The Fiscal Stagflation Paper

August 31, 2022September 3, 2022

A fixture of the pandemic-era, wartime inflation debate is the (largely self-evident) contention that central

Read More

15 Comments on Don’t Mention The Fiscal Stagflation Paper

The ‘Controversial’ Stock Narrative That Isn’t Controversial

August 31, 2022September 1, 2022

US equities are again vulnerable to “accelerant” flows which could exacerbate directional moves. It’s a

Read More

10 Comments on The ‘Controversial’ Stock Narrative That Isn’t Controversial

US Employers Add Fewest Jobs Since January 2021: ADP Reboot

August 31, 2022September 1, 2022

The return of ADP’s monthly private sector employment report offered a comparatively lackluster snapshot of

Read More

3 Comments on US Employers Add Fewest Jobs Since January 2021: ADP Reboot

As Europe Faces Oblivion, Markets Debate Technocratic Tinkering

August 31, 2022September 1, 2022

Inflation likely rose more than 9% across the euro-area in August, data out Wednesday showed.

Read More

5 Comments on As Europe Faces Oblivion, Markets Debate Technocratic Tinkering

This Is The ‘100-Trillion Dollar Question’

August 30, 2022September 3, 2022

In the aftermath of Jerome Powell’s overtly hawkish address in Jackson Hole, markets are compelled

Read More

10 Comments on This Is The ‘100-Trillion Dollar Question’

US Labor Market Still A Hopeless Funhouse Mirror

August 30, 2022August 31, 2022

Officials searching for evidence of normalization in the US jobs market were left disappointed by

Read More

10 Comments on US Labor Market Still A Hopeless Funhouse Mirror

US Home Prices Cool. Only Not Really

August 30, 2022September 3, 2022

Rejoice, “bargain” shoppers! US home prices grew at the slowest annual pace since May of

Read More

2 Comments on US Home Prices Cool. Only Not Really

UK Inflation Could Reach 20%, Goldman Warns

August 30, 2022August 31, 2022

Inflation in the UK could reach almost 15% in January, and may rise as high

Read More

5 Comments on UK Inflation Could Reach 205, Goldman Warns

Staving Off A Crisis

August 30, 2022September 6, 2022

It’s not a stretch (at all) to suggest Europe is currently facing the most onerous

Read More

10 Comments on Staving Off A Crisis

Delayed Reckoning

August 29, 2022August 30, 2022

Earnings, and particularly forward estimates, were the proverbial next shoe to drop. And then, suddenly,

Read More

3 Comments on Delayed Reckoning

The ‘Flashy, Gimmicky’ Student Debt Piñata

August 29, 2022September 10, 2022

A “flashy gimmick.” That’s what the Wall Street Journal‘s editor… oh, wait, it’s the Washington

Read More

23 Comments on The ‘Flashy, Gimmicky’ Student Debt Piñata

Mike Wilson Never Liked This Rally Anyway…

August 29, 2022August 30, 2022

“The equity market became a victim of its own momentum over the past few months

Read More

3 Comments on Mike Wilson Never Liked This Rally Anyway…

‘Chaos’

August 29, 2022August 30, 2022

Global equities were fussy at the beginning of a week that’ll presumably be defined by

Read More

Leave a Comment on ‘Chaos’

Poring, Pouring And Poor-ing

August 28, 2022August 30, 2022

Appropriately, the pre-Labor Day trade in the US will be all about the US labor

Read More

2 Comments on Poring, Pouring And Poor-ing

No Trade-Off?

August 28, 2022September 2, 2022

“Are you willing, in Wall Street parlance, to ‘be Volcker’,” Bloomberg’s Michael McKee asked Raphael Bostic,

Read More

7 Comments on No Trade-Off?

QT May Be ‘Straw That Breaks The Market’s Back’: Quant

August 27, 2022August 29, 2022

There’s growing consternation among the analyst community that markets are insufficiently attentive to the risks

Read More

7 Comments on QT May Be ‘Straw That Breaks The Market’s Back’: Quant

Hand It Over. And Stop Complaining About The Students

August 27, 2022August 29, 2022

I said it a half-dozen times since June if I said it once. And I

Read More

23 Comments on Hand It Over. And Stop Complaining About The Students

Can You Hear Me Now?

August 26, 2022September 1, 2022

Well, he did it. Or at least he tried. And, most importantly, it was obvious

Read More

13 Comments on Can You Hear Me Now?

The Powell Doctrine

August 26, 2022September 1, 2022

“My remarks will be shorter, my focus narrower and my message more direct,” Jerome Powell

Read More

4 Comments on The Powell Doctrine

Stale Relief

August 26, 2022August 27, 2022

Price pressures abated in the US last month, key data out Friday showed. The news

Read More

2 Comments on Stale Relief

Panic, Stagflation And Cowardly Lions

August 26, 2022August 29, 2022

Rates are too low and inflation isn’t likely to drop below 4% until at least

Read More

3 Comments on Panic, Stagflation And Cowardly Lions

The Great Swindler

August 25, 2022August 26, 2022

Back in April, during Berkshire’s first in-person annual meeting since 2019, Warren Buffett described inflation

Read More

1 Comment on The Great Swindler

Zoltan Pozsar Saves The Western World

August 25, 2022September 5, 2022

Those calling for a quick return to 2% inflation in advanced economies are “naively optimistic.”

Read More

5 Comments on Zoltan Pozsar Saves The Western World

Zoltan Pozsar Bears Witness

August 25, 2022September 2, 2022

“If there is trust, trade works. If trust is gone, it doesn’t.” So said Zoltan

Read More

24 Comments on Zoltan Pozsar Bears Witness

One Thing, One Last Scare, One Right-Tail

August 25, 2022August 29, 2022

Jerome Powell isn’t likely to do the “one thing” that could durably tighten financial conditions.

Read More

10 Comments on One Thing, One Last Scare, One Right-Tail

Are We Asking The Wrong Inflation Questions? Again?

August 24, 2022August 25, 2022

What if rate hikes make inflation worse? It’s a question worth asking. Not in the

Read More

14 Comments on Are We Asking The Wrong Inflation Questions? Again?

The Revenge Of ‘Econ 101’

August 24, 2022September 5, 2022

News flow slowed to something approximating a trickle ahead of Jackson Hole, a consequence of

Read More

10 Comments on The Revenge Of ‘Econ 101’

Posts navigation

1 2 … 5 Next

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Indictment Day

March 30, 2023March 31, 2023

Money Market Magnet Attracts $5.2 Trillion

March 30, 2023March 31, 2023

The ChatGPT Bubble Is Here: $300K For ‘AI Whisperers’

March 29, 2023March 30, 2023

The Long, Docile Bear

March 28, 2023March 30, 2023

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Most Read

  • The Entertainment Business
    The Entertainment Business
  • $14 Hershey Bars
    $14 Hershey Bars
  • Indictment Day
    Indictment Day
  • US Inflation, Spending Data Cooperates. For Now
    US Inflation, Spending Data Cooperates. For Now
  • No Bank Panic In Michigan Poll. But Recession Vibes Unmistakable
    No Bank Panic In Michigan Poll. But Recession Vibes Unmistakable

Recent Comments

  • The Reader on Deposit Flight And More Fed Hubris
  • Fatmoose on Deposit Flight And More Fed Hubris
  • Richard Pickings on The Entertainment Business
  • Mr. Lucky on The Entertainment Business
  • Ethan Fanshel on Bear Stearns Or LTCM? Fate Of Stocks Depends On The Answer

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 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...