“It’s all about horseraces now”, Deutsche Bank’s George Saravelos declares, kicking off a lengthy FX
Author: therealheisenberg
‘Gangster Extortion’: China Mounts Media Blitz Against Trump’s TikTok Deal
“What the United States has done to TikTok is almost the same as a gangster forcing
Into Reverse
It’s not entirely clear “why”, but equities were reasonably well supported Wednesday, as Wall Street
Perilous Turning Points
It felt like an aimless drift, but US stocks managed to rebound from Monday’s dramatics
Cracks Emerge In Junk As Stock Slump Spills Over
There’s consternation in high yield bonds. Or at least that’s the impression one gets from
Trump Celebrates UN’s 75th Anniversary: ‘I Pray To God We Don’t Have To Use Advanced-Level Weapons’
Donald Trump delivered a prerecorded speech to the UN General Assembly on Tuesday. It was
What A Blue Wave Means For The Fed, According To Goldman
Over the weekend, I outlined the rather stark economic choice facing Americans as they go
Kolanovic Sees Portfolio Rebalances As Possible Stock Tailwind, As Monthly Impulse Overwhelms Quarterly Flow
Earlier this month, JPMorgan’s Nikolaos Panigirtzoglou flagged the potential for some $200 billion in rebalancing
Break-Glass Options
Global risk appetite was tepid again on Tuesday following Monday’s tumult on Wall Street. Markets
Wealth, Households, Democracy, And The Illusion Thereof
Good news. US household wealth staged a “V-shaped” recovery in the second quarter. After collapsing
Perfect Storm
It wouldn’t be a stretch to say that things “fell apart” on Monday for US
As Stocks Tumble, JPMorgan Flags ‘Worrying Development’ In Rising Short Base
US equities careened sharply lower on Monday, as a veritable laundry list of worries conspired
No Money Like Dirty Money
A dizzying confluence of factors cast a pall over markets to start the new week,
A Critical, Worrying Juncture
A fairly acute bout of risk-off sentiment gripped markets to start the new week, with
Something Dramatic This Way Comes
You can now toss out whatever expectations you may have had for the news cycle
For The World’s Largest Economy: Two Possible Futures
On Friday, Goldman suggested that Joe Biden’s tax plan has the potential to accelerate any
What’s Really At Stake In November
“Everything Americans value is at stake”, Chuck Schumer reportedly warned, during a Democratic Caucus call
Revisionist History Funded By IPOs And Forced M&A: A Glimpse Into Post-Democratic Capitalism
In “What’s Really At Stake In November“, I described the forthcoming US election as an
Trump ‘Blesses’ The ‘Concept’ Of Oracle’s TikTok Deal
A day after Wilbur Ross’s Commerce department issued prohibitions that would shut down WeChat in
Valuing A Vaccine
So far, September is an “upside down” month. Previously bulletproof mega-cap tech shares plunged into
‘My Most Fervent Wish’
“My most fervent wish is that I will not be replaced until a new president
Sentinel Lost
Exactly two months ago, when America lost John Lewis, I wrote that any attempt to
Tragically Apt
US equities struggled Friday as the Trump administration introduced fresh uncertainty into an already fraught
‘Dash From Cash’ Brings ‘Massive’ Stock Inflows, But No Escape Velocity For Recovery Yet
The “dash from cash is accelerating”, BofA’s Michael Hartnett writes, flagging the biggest six-week cumulative
Nomura’s McElligott Talks Possible ‘October Surprise,’ Near-Term Outlook Following Tech Rout
It may look like value is suddenly en vogue in September with laggards like the
Analyst Warns Of ‘Fort Sumter Moment’ After Trump’s Friday TikTok, WeChat Ambush
Some analysts are already warning that the Commerce department’s Friday morning broadside against WeChat and
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