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Author: therealheisenberg

Here Is The OECD’s Full Assessment Of The Threat From The Coronavirus

March 2, 2020March 2, 2020

Including the “domino scenario”.

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A Doomed Cavalry Charge? Rates Rage On Wild Central Bank Easing Speculation

March 2, 2020March 2, 2020

Now these are some “great expectations”.

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7 Comments on A Doomed Cavalry Charge? Rates Rage On Wild Central Bank Easing Speculation

New York Gets The Virus, Buttigieg Quits Race, Caixin Crumbles In Monday News Deluge

March 1, 2020March 2, 2020

Welcome to the new week. Enjoy your stay.

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1 Comment on New York Gets The Virus, Buttigieg Quits Race, Caixin Crumbles In Monday News Deluge

‘Defining Moment’ For Markets As BoJ Kicks Off Central Bank Response After Dire Weekend News Flow

March 1, 2020March 1, 2020

“Be prepared and dust off the crisis playbook”.

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5 Comments on ‘Defining Moment’ For Markets As BoJ Kicks Off Central Bank Response After Dire Weekend News Flow

Sometimes, The Entire Edifice Simply Implodes

March 1, 2020March 1, 2020

“Which investors drove this selloff?” Another market “whodunnit”.

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5 Comments on Sometimes, The Entire Edifice Simply Implodes

Another Crisis: Turkey-Syria Push Hostilities To Brink, Erdogan Floods Europe With Refugees

March 1, 2020March 1, 2020

Just about the last thing the world wants to ponder right now…

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2 Comments on Another Crisis: Turkey-Syria Push Hostilities To Brink, Erdogan Floods Europe With Refugees

Iran Faces Third National Tragedy Of 2020 As COVID-19 Cases Explode

March 1, 2020March 1, 2020

When it rains, it most assuredly pours.

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3 Comments on Iran Faces Third National Tragedy Of 2020 As COVID-19 Cases Explode

Mideast Stocks Plunge After $80 Billion Wipeout, As Virus Panic, Crude Collapse Weigh

March 1, 2020March 1, 2020

Needless to say, oil’s worst week since the crisis didn’t help.

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oil, OPECLeave a Comment on Mideast Stocks Plunge After $80 Billion Wipeout, As Virus Panic, Crude Collapse Weigh

The Virus Is Now More Popular Than Trump.

February 29, 2020March 1, 2020

“You will probably go through a process and you’ll be fine”.

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5 Comments on The Virus Is Now More Popular Than Trump.

‘So, It Was Right Not To Buy The Dip’: Traders Warily Eye New Week As US Reports First COVID-19 Death

February 29, 2020February 29, 2020

“…spilt milk, under the bridge”.

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16 Comments on ‘So, It Was Right Not To Buy The Dip’: Traders Warily Eye New Week As US Reports First COVID-19 Death

Trump’s Taliban Deal Leaves Haqqani Question Unanswered. Road Ahead Fraught With Peril

February 29, 2020February 29, 2020

“A hopeful moment, but only the beginning”.

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1 Comment on Trump’s Taliban Deal Leaves Haqqani Question Unanswered. Road Ahead Fraught With Peril

What Just Happened? The Historic Selloff Explained By Nomura’s Charlie McElligott

February 29, 2020February 29, 2020

Stability breeds instability.

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4 Comments on What Just Happened? The Historic Selloff Explained By Nomura’s Charlie McElligott

China’s February PMIs Are Out. They Are Awful.

February 28, 2020February 28, 2020

Just as the audience still gets a thrill from clichéd plot devices in horror movies…

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3 Comments on China’s February PMIs Are Out. They Are Awful.

Getting Involved.

February 28, 2020February 29, 2020

In the space of just seven trading days, US equities went from bubble to bust. 

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oil3 Comments on Getting Involved.

The Bond Market Is Making Demands. And You Will Bend The Knee.

February 28, 2020February 28, 2020

Any questions?

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8 Comments on The Bond Market Is Making Demands. And You Will Bend The Knee.

All Bets Are Off.

February 28, 2020February 28, 2020

“Unimaginable violence” and emergency intervention…

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4 Comments on All Bets Are Off.

Something’s Gotta Give: Bonds Most Overbought Since LTCM, Consumer Sentiment At Cycle Peak

February 28, 2020

“Not to put too fine a point on it, but”…

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4 Comments on Something’s Gotta Give: Bonds Most Overbought Since LTCM, Consumer Sentiment At Cycle Peak

Libor Collapses Most Since 2008

February 28, 2020February 28, 2020

“And yet, hanging over it all is the only question that really matters”…

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MOVE Spikes To Three-Year High, Markets Price Aggressive Fed Cuts Amid Global Panic

February 28, 2020February 28, 2020

Raging rates.

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3 Comments on MOVE Spikes To Three-Year High, Markets Price Aggressive Fed Cuts Amid Global Panic

Total Meltdown: Global Markets Collapse On Virus, War Panic

February 28, 2020February 28, 2020

“…the markets are either doing some spring cleaning, or battening down the hatches ahead of the coming storm.”

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4 Comments on Total Meltdown: Global Markets Collapse On Virus, War Panic

One Simple Reason For The Nightmare On Wall Street

February 27, 2020February 27, 2020

“It is not a good sign when”…

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9 Comments on One Simple Reason For The Nightmare On Wall Street

REDRUM.

February 27, 2020October 14, 2021

Pavlov is still missing.

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4 Comments on REDRUM.

Scott Minerd Woke Up On The Armageddon Side Of The Bed This Morning

February 27, 2020February 27, 2020

“This is possibly the worst thing I’ve ever seen in my career”.

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3 Comments on Scott Minerd Woke Up On The Armageddon Side Of The Bed This Morning

Dominoes.

February 27, 2020February 27, 2020

“The market does show some fragility”.

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4 Comments on Dominoes.

Goldman Warns S&P EPS Growth May Flatline In 2020 On COVID-19 Hit

February 27, 2020February 27, 2020

And so, it begins.

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2 Comments on Goldman Warns S&P EPS Growth May Flatline In 2020 On COVID-19 Hit

‘Bang-On’

February 27, 2020February 27, 2020

“Oh, what a difference a week makes.”

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Pandemic Fears Intensify As Life Grinds To Halt, US Yields Grind To New Record Lows

February 27, 2020February 27, 2020

And yet, markets still haven’t really sold off in a manner consistent with “capitulation”.

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6 Comments on Pandemic Fears Intensify As Life Grinds To Halt, US Yields Grind To New Record Lows

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