Author: therealheisenberg
Why Subadra Rajappa Sees US Treasury Yields Falling To 1.2%
… and the Fed delivering 100bp of easing in the first half of 2020.
Goldman’s Macro Model Did A Decent Job Predicting Volatility In 2019. Here’s What It Says For 2020
It’s worth adding a generic caveat…
All’s Well That Ends In A Blistering Jobs Rally
Frankly, this was an unnerving week, payrolls aside.
Here’s What Larry Kudlow Told The Market About Jobs And Trade On Friday
“[Trump is a] tough, canny, wily negotiator”.
People Like Jim Cramer Are Why The American Dream Is Dead For Everyday People
By all means, be greedy. Be selfish. But…
Rich People, Republicans Much Happier Now That Stocks Are Back At Records
“Nearly all of the early December gain was among upper income households”.
Blockbuster November Jobs Report Bolsters Case For Prolonged US Expansion
This should put to bed the recession calls – at least for a month.
So, Germany Just Reported The Biggest Plunge In Industrial Output In A Decade
If it’s always darkest before dawn, this is great news.
China Is Processing Tariff Waiver Applications. Hopefully, That’s Good News
The signaling effect is ostensibly positive.
2019’s Cross-Asset Bonanza Is Tough Act To Follow
But don’t be so quick to suggest things will be “unexciting”.
One Year Ago, Ajay Kapur Told Central Banks To Wake Up. Here Are His 4 Key Questions For 2020
Last year, “the two most asked questions were also the most misleading, from the point of making money”.
Shady Global Cartel Meets With Russian Conspirators In Vienna To Collude On World’s Most Financialized Commodity
Back-stabbing is part of cartel life, don’t ya know?
It’s Over For Trump In The House: Pelosi Says Dems To Draft Impeachment Articles
“Sadly, but with confidence and humility”…