Global equities were muted Thursday, loitering near records as market participants await the next catalyst,
Author: therealheisenberg
Harley Bassman Presents: ‘The Wages of Fear’
In the same way that one “borrows beer” at a party, having the Treasury wash
Comically Offensive
A convoluted, mishmash of headlines bombarded anyone who was paying attention on Wednesday, as key
Joe Biden And ‘The Biggest Deal Anybody Has Ever Seen’
Wednesday was one of those days you don’t necessarily “enjoy” as someone who spends their
‘It’s A F**king Joke’: Capitol Hill Grapples With Trump’s Latest Veto Threat
Donald Trump said something egregious on Tuesday evening. In itself, that certainly isn’t “news,” especially
Just Ignore This Big ADP Miss, And Don’t Even Bother With The Internals, Ok?
In what’s either a bad omen or nothing to be particularly concerned about given ADP’s
Sell The Best News In Modern History?
There was some market chatter on Wednesday around the notion that vaccine approval and distribution
It’s Urgent
“It’s essential that we move with urgency — inaction will produce a self-reinforcing downturn causing
A Bridge (To Nowhere?)
Speaking to Congress on Tuesday, Jerome Powell said it’s “premature” to pull back on support
Cookin’ With Grease And Pushin’ On A String: Nomura’s McElligott On 2021 Outlook
On Monday, while documenting what I generically described as “a month to remember” (usually I
‘Let’s Hope’: The OECD’s Latest Outlook And The Absurdity Of The Austrian ‘Reset’
Six months after declaring COVID-19 “a global health crisis without precedent in living memory” and
Manufacturing Employment Index Back Below 50 As ISM Decelerates From Peak
ISM manufacturing, the first of this week’s top-tier data out of the US, was a
For All The Hyperinflation Talk, There Sure Is A Lot Of Deflation Going Around
At a time when too many market participants are seemingly terrified of hyperinflation (or at
Recoveries And Trust Issues
Global equities were buoyant to start the final month of 2020, rebounding from an uninspired
Great Challenges, Big Dreams
A month chock-full of fireworks and milestones closed on a somewhat muted note, as equities
A Month To Remember
November 2020 will go down in the history books for a variety of reasons. First,
You Can Add Record-Low Investment Grade Corporate Bond Yields To November’s Milestones
November scarcely needed another market milestone, having offered up a veritable cornucopia already, but I’ll
The Biggest Worry For Everyday People Is No Obstacle For ‘Blissful’ Financial Markets
It’s probably not a stretch to suggest that outside of some unforeseen mutation in COVID-19
Wall Of ‘What, Me Worry?’
Global equities looked to take a step back Monday, in cautious trading on the last
It’s All Relative: Stocks And Bonds In A Crazy World
It’s all relative. That universally applicable old adage (you can always find a use for
In Funhouse Mirror Fixed Income Market, Zero Is No Obstacle
Last week, Riccardo Fraccaro, cabinet undersecretary to Italian Premier Giuseppe Conte, suggested the ECB should
Back To Work
The US is poised to get back to business coming off a holiday which this
America’s Economic Model Is Unsustainable. Empower The 4
You don’t have to be an economist to understand it, but as far as simple
They Used To Pull The Bull Out, And They Used To Eat It
I’ve said it before, and I’ll say it again: I love reading copy sometimes. “Hitting
50% Of Population In Major Developed Markets Will Be Vaccinated By May, Goldman Projects
Right, but when? That’s the question the whole world wants answered when it comes to
Iran Suffers Another Grievous Blow As Fakhrizadeh Assassinated In Drive-By
“A scientist has been the victim of an assassination attempt in an armed attack by
Back To The Tinderbox
Headed into December, one key part of the year-end, melt-up thesis is that realized volatility
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