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Author: therealheisenberg

China Orders All Loans Priced Off Revamped Rate, Ditching Old Benchmark For $21.7 Trillion In Credit

December 28, 2019December 28, 2019

Starting next month…

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1 Comment on China Orders All Loans Priced Off Revamped Rate, Ditching Old Benchmark For $21.7 Trillion In Credit

He’s No Janet Yellen, But For Now, ‘Straight-Up Bliss’

December 27, 2019December 28, 2019

But, and there’s always a “but”…

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3 Comments on He’s No Janet Yellen, But For Now, ‘Straight-Up Bliss’

China Cuts Off American Writers, Publishers From World’s Second-Largest Book Market

December 27, 2019December 27, 2019

“…publishing industry insiders describe a near freeze of regulatory approvals”.

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Is ‘King Dollar’ Finally Rolling Over?

December 27, 2019

Trump sure hopes so.

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Gamma Gravity, Reversals And Reflation Fascination: Summarizing Holiday Musings From Nomura’s McElligott

December 27, 2019

Recapping key talking points….

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‘I Wish I Could Make Lasagna’: Meet Anne Lee, Trump Voter And Struggling Farmer

December 27, 2019December 27, 2019

“We’re supposed to be feeding the world, and we can’t even put food on our own table”.

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Up, Up And Away: Holiday Melt-Up Proceeds Apace

December 27, 2019December 27, 2019

In these ebullient times, let us not forget the proverbial reason for the season.

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China’s Industrial Profits Stage Sharp Rebound After Worst Plunge On Record

December 26, 2019December 26, 2019

This should allay some fears – and we emphasize “some”.

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Chupacabra.

December 26, 2019December 27, 2019

Of Bigfoot, Bat Boy and other tall tales.

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Blue-Chip Corporate Bonds Just Had The Best Year In A Decade. Now What About 2020?

December 26, 2019December 26, 2019

“There’s only one game in town”, but is it a good game?

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2019 Was The 9th Smoothest Year In History For US Equities (By One Measure, At Least)

December 26, 2019December 26, 2019

And while we’re at it, let’s talk about gold.

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As Tewoo Default Fires Up Doomsday Crowd, China To Roll Out SOE Reform

December 26, 2019December 26, 2019

“World-class companies”.

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From Turkey To China To Japan, Global Equities Buoyant In Holiday-Thinned Trade

December 26, 2019December 26, 2019

Everywhere you turn, something’s higher.

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Trump Confuses With Bombastic Holiday Retail Sales Boast

December 25, 2019December 26, 2019

“CONGRATULATIONS AMERICA!”

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As Defaults Soar, China Promises World’s Second-Largest Bond Market Won’t Be Nightmare For Creditors

December 25, 2019

It’s impossible to fathom what a true default cycle might look like in China.

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Turkey, Erdogan Set Collision Course With US Congress Over Russian Missiles

December 25, 2019December 25, 2019

“Such language would push Turkey exactly toward places that they don’t want it turn to”.

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Yen, Pound See Wild Swings Amid Lack Of Adult Supervision

December 25, 2019December 25, 2019

“Nobody is trading now”.

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Trump Talks China Deal, Roger Stone Pardon And Possible ‘Beautiful Vase’ From North Korea

December 24, 2019

“I may get a vase”.

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Will Trump Be Impeached Again? McGahn Testimony Fight Heats Up While New Ukraine Docs Complicate Senate Trial

December 24, 2019December 25, 2019

“To oppose the admission of this evidence would be to turn a willfully blind eye to the facts”.

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Japan, South Korea Flash Point Still Menaces Global Economy As 2019 Melts Into 2020

December 24, 2019December 24, 2019

“Our relationship is one that cannot be made distant”.

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A Year On, Markets No Longer Haunted By Ghost Of 2018 Christmas Massacre

December 23, 2019December 24, 2019

And a partridge in a pear tree.

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Growth Will Be Sluggish And Corporate Fundamentals Will Deteriorate. So Buy The Dip And Short Vol., Of Course!

December 23, 2019December 23, 2019

A familiar paradox.

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Potpourri! 9% Premiums, Weak Business Investment And Undersubscribed Repos

December 23, 2019December 23, 2019

Here are some notables that may fly under the radar.

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Vanguard Says Equity Volatility ‘Unsustainably Low’, 50% Odds Of Correction In 2020

December 23, 2019December 23, 2019

Caution is warranted, according to the mammoth collector of assets.

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Saudis Wrap Up Farcical Khashoggi ‘Trial’, Will Probably Behead Five Scapegoats, Jail Three More

December 23, 2019December 23, 2019

“Death sentences in Saudi Arabia are usually carried out by beheading in public squares”.

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China’s 2020 Tariff Cuts Cover Nearly 20% Of Total Imports

December 23, 2019December 23, 2019

Thanks to the retaliatory levies in place on US products, American exports will be less competitive.

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China Shares Dive, Are Not Amused With ‘Big Fund’ Selling Of Semi Stakes

December 23, 2019December 23, 2019

“The overall market sentiment remains strong”.

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