Are central banks all that matter? Or, as Nomura’s Charlie McElligott wondered late last month,
Author: therealheisenberg
Target CEO: Correlation Not Causation When It Comes To Free Money And Shopping
“It’s hard to understand what’s going to happen next week, let alone three or four
Decay, Dollars, And Downward Spiraling Death Stars
There was talk Wednesday of a “trimmed down” stimulus plan in Washington, where Democrats and
While Rome Burned
Under heavy political fire, postmaster general (and Trump donor) Louis DeJoy promised on Tuesday to
Walmart To Washington: When The Free Money Ran Out, The Spending Dropped
“Stimulus was definitely impactful to the consumer in the second quarter, and we’re watching what’s
‘Two Weeks Of Calm’ And What’s Next For Stocks, Bonds, And Gold
The last two weeks of August will likely witness stabilization in the US rates space
51% Later, Half-Trillion In AUM Admits We’re Probably In A Bull Market
It took a while, but participants in BofA’s closely-watched Global Fund Manager survey finally acquiesced.
Just When You Thought It Was Safe
New coronavirus cases in Germany jumped the most since April, underscoring fears that Europe is
Going Nuclear.
“[It’s] nothing short of bullying”, Chinese Foreign ministry spokesman Zhao Lijian said Tuesday, responding to
Foreigners Were Buying US Debt Again In June As Apocalypse Abated
Foreign holdings of US Treasurys rose a second month in June, TIC data out Monday
Signed. Sealed. Delivered?
“We’re not expecting another phone call with [Nancy] Pelosi unless her members encourage her to
Corporate Debt Binge Shatters Record, As Blue-Chip Borrowers Gorge On Cheap Money
There’s been no let up in demand for corporate debt. And where there’s demand, there’s
Gamma Drop-Off And Rates Back-Up (A Pair Of Risks. Maybe.)
If you’re searching for a reason to fret about US equities perched at record highs
Heavy Is The Head
The dollar is out of favor — perhaps you’ve heard. When it comes to the
Get The Papers
The US kicks off the new week mired in another political crisis. “Alarmingly, across the
World-Beaters
A couple of weeks back, I mentioned that China would likely need to take steps
‘Miserable’ Myths
It’s now widely (if begrudgingly) accepted that many developed nations are engaged in a version
‘Not Anathema’
“The big surprise under a Democratic sweep would be a rally”, BofA’s Savita Subramanian wrote
Maybe We’re Already There (The ‘Story Out Of D.C.’)
“If there is one part of the narrative that leaves me feeling naked and afraid,
Pandemic Ushers In ‘Night Of The Living Debt’
The coronavirus crisis and attendant recession are nobody’s “fault”. That’s a common refrain, and it
‘This Is Uncharted Territory’: Wall Street Weighs Prospect Of Contested Election Outcome
“The items are the post office and the $3.5 billion for mail-in voting”, Donald Trump
‘Then, The World Stopped’: Goldman Raises S&P Target By 20% After ‘Remarkable’ Six Months
“Despite” is a word that gets bandied about quite a bit these days. For example:
90 Days: Trump Delivers Another TikTok Order. Commands Divestiture After CFIUS Review
Just in case ByteDance didn’t get the message, Donald Trump on Friday evening ordered the
Ride Of The Valkyries (Endangered Species)
“Now I can’t stop humming Ride Of The Valkyries, while imagining bond vigilante helicopter gun-ships laying
An Unequal Credit Boom For An Unequal Nation
“I have directed @stevenmnuchin1 to get ready to send direct payments to all Americans”, Donald
American Consumers Say Uninterrupted Growth Won’t Return For Five Years. Nobody Told Stocks, Though.
Overall, consumers are feeling about the same now as they were a few weeks back,
‘Raise Inflation Hedges Big Time’: Is The Genie Already Out Of The Bottle?
Who’s concerned about inflation on the heels of the biggest global demand shock in at
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