Donald Trump has given up on passing another virus relief bill. Or, if you like
Author: therealheisenberg
From ‘We’re All Gonna Die’ To 15-Sigma ‘Hope’ Shocks (And Beyond)
Nothing is certain in life besides truisms, tautologies, death, and taxes, and even the latter
Disinflation Dominates. Historic Surge In Used Car Prices Ends
If it’s signs of inflation in the US you’re looking for, you won’t find them
Jobless Claims On Verge Of Falling Below Pre-Pandemic Record. But…
709,000 Americans filed for unemployment benefits last week, in what’s either a “new pandemic low”
Hope. But Also Fear.
Risk appetite abated a bit on Thursday, and markets were broadly mixed as investors took
Can The S&P 500 Perform Without FAAMG? Here’s The Answer
On the one-week anniversary of US tech shares’ post-election surge, America’s favorite mega-caps were buoyant.
In This Market, ‘Good News Can Actually Lose You Money’
“Why comment on the past?,” SocGen’s Andrew Lapthorne and Solomon Tadesse wondered, in a note
Gullibility Knows No Bounds: Lira, Turkish Banks Stage Absurd Rally On Erdogan Promises
Turkey’s Recep Tayyip Erdogan is ready to take his medicine. Don’t believe me? Just ask
‘Sure,’ The World’s On Fire. But Strats Controlling $1 Trillion Will Still Buy Stocks
I love reading copy sometimes. Whenever the world is going to hell in a handbasket,
Goldman Sees ‘Roaring ‘20s Redux.’ S&P To Hit 4,600 In 2022
“A vaccine is a more important development for the economy and markets than the prospective
Chinese Tech Is Imploding
Chinese tech shares are in trouble. Beijing’s abrupt blitz to rein in Alibaba, Tencent, and
Withdrawal Symptoms
What was truly remarkable about the first two days of trading in the new week
America’s Government Is Failing
It’s exceedingly difficult to know what is and isn’t “worth” mentioning these days when it
Meanwhile, More Milestones In Junk
Since April, one of the most astounding dynamics to observe was the dramatic abatement of
After The Largest One-Day Momentum Crash In History, Here’s The Ultimate Irony
“The last shall be first and the first last.” That was the story for markets through Tuesday, as value posted
Some Specialist Skills Required
It took around 24 hours for market participants to start asking questions about the viability
Skepticism, Dispersion, And ‘Fanciful, Specious’ Theories
The rotation set in motion by Monday’s vaccine breakthrough extended into Tuesday, which ended up
The Power Of Positive Thinking
All anyone cared about on Monday was Pfizer’s stunning vaccine news. Invariably, you’ll hear a
‘Structural Issues’
If you were a bond bear headed into the US election, things didn’t go entirely
‘Most Significant Medical Advance In 100 Years’ Sets Off Market Fireworks
“I believe this is likely the most significant medical advance in the last 100 years,
‘It’s Difficult To Fade’: As Markets React To Vaccine News, ‘Quant Quake’ Risk Comes Calling
“It’s difficult to fade this move as global risk markets should rally more on what
Nomura’s McElligott On Vaccine News: ‘The Reflation, Reopening, Relief’ Trade Will Be ‘Insane’
News that Pfizer’s COVID-19 vaccine has an efficacy rate above 90% rippled across asset classes
‘A Great Day For Humanity’: Pfizer Delivers. COVID Vaccine Prevents 90% Of Infections
There is a light at the end of the tunnel. On Monday morning in the
Xanax For An Anxious World
The new week dawned with most of the developed world breathing a collective sigh of
Out Of The Frying Pan, Into The Fire? Senate Toss Up May Herald Return Of Uncertainty
If you’re looking for something to worry about coming off one of the best weeks
Georgia, Not Donald Trump, Is What Matters For Republicans Now
“Now we take Georgia, and then we change America,” Chuck Schumer told a crowd gathered
Goldman’s Clients Have Georgia On Their Mind (A Rose By Any Other Name)
“In the weeks ahead, tens of millions of dollars in campaign cash are expected to
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