Wars, wars everywhere. Lost in the macabre daily news flow out of Ukraine Monday was
Author: therealheisenberg
‘Mass Strikes’
“Curtains flapped from inside the shattered windows of a high rise residential building,” Megan Specia
Still Meeting Outside The Bunker. For Now
For those weary of war and macro doomsaying, the week ahead will be an arduous
Earnings Season Is Here!
Earnings season is upon us, and that’s not necessarily a good thing. The “profit reckoning”
Plenty Of Pain. Still No Gain
“Fed officials won’t relent on path to 4.5% and may move higher,” one headline declared
R** And The Funniest Thing You’ll Read All Week
The topic du jour across markets and macro in October is the “breakage” discussion. Posed
Summers: It’s ‘Soul-Searching’ Time For Risky Economic Model
Mary Daly’s protestations aside, the Fed knows that continuing to hike policy rates in large
Burning Bridges
“Part of the crossing collapsed into the sea.” That’s a quote from voluminous Saturday coverage
75 Minutes To Midnight
As you might imagine, the September jobs report was widely viewed as confirmatory for another
Investors Flee Screaming To Cash Amid ‘Armageddon’ Overhang
Cash isn’t trash anymore. Maybe you noticed. Ray Dalio did. “As John Maynard Keynes is
Good News Of The Bad Variety
The US economy added more jobs than expected in September, while the unemployment rate moved
One Bear Is ‘So Tempted’ To Turn Contrarian Bull. Alas…
It’s “so tempting to be a contrarian bull,” BofA’s Michael Hartnett said. After all, bonds
‘Abundant, Wide’ Market Dislocations ‘Unlikely To Disappear’: Kocic
These are unprecedented times. I’m immediately compelled to roll out two caveats that frustrate some
Jeffrey Sachs And The Nord Stream: A Counter-Narrative Case Study
I’ve long described my raison d’être in terms of the intersection between geopolitics and finance.
OPEC+ Output Cut: The Bigger Picture
There’s most assuredly a tie in between the naked politicization of the world’s most financialized
US Believes Daria Dugina Assassinated By Ukrainians: NYT
War is hell. Elements within the Ukrainian government might’ve been responsible for the August 20
The OPEC Problem
“Shortsighted.” That, in a word, is what the Biden White House thought of OPEC+’s move
Why Would The Bond Vigilantes Spare The Bank Of England?
Since announcing an emergency bond market intervention last week to prevent the UK pension complex
Resilient, Stubborn Or Stagflationary?
US services sector activity was healthy in September, according to top-tier data released on Wednesday.
The ‘Absolutely Staggering’ Flows Behind This Week’s Fireworks
On Tuesday evening, while recapping the largest two-day gain for US shares since the tumultuous
US Private Sector Added Some Jobs Last Month
US private sector employers added 208,000 jobs in September, ADP said Wednesday. It felt, for
The New ‘Now’ Zeitgeist
Policy pivot euphoria waned Wednesday, as investors and traders weighed persistent inflation and tough-talking central
$35 Trillion Was Enough (Pivot Point)
A year ago last month, the Norges Bank became the first central bank to raise
Elon Musk Scales New Heights Of Ignominy
Let me state this clearly: I have no desire to waste my time or yours
‘Soft Landing’ Narrative Gets Its Lazarus Moment
Suddenly, the data is playing along. US job openings notched one of their largest monthly
Dalio Gives Up Running Bridgewater To Mentor The People Running It
Ray Dalio “no longer has the final word” at Bridgewater. That’s a quote from co-Chief
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