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Author: therealheisenberg

Hooray! China’s Manufacturing Sector Unexpectedly Leaps Back Into Expansion

November 29, 2019December 1, 2019

The market will take it, that’s for sure.

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Beyond The ‘Bull Market In Everything’

November 29, 2019December 1, 2019

If everything is overvalued, where can you turn for safety in a pinch?

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As Gold Closes Out Bad Month, Someone Bets On $4,000 By 2021

November 29, 2019

All is hardly lost for carefully-polished doorstops.

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The White House Is Lying. China Is Not Going To Be Buying $50 Billion Of US Farm Products Per Year

November 29, 2019August 30, 2020

Far-fetched.

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3 Comments on The White House Is Lying. China Is Not Going To Be Buying $50 Billion Of US Farm Products Per Year

Trump Is Winning The Financial Asset War With China. Time For Another Escalation?

November 29, 2019November 29, 2019

After all, we’re “playing with the house’s money”.

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Spotted In Europe: Green Shoots

November 29, 2019November 29, 2019

Just in time to wither and die, probably.

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‘There’s No Obvious Trigger’: Hong Kong Shares Dive In Last Day Of Eventful Month

November 29, 2019November 29, 2019

Frankly, the month could have gone worse for local shares.

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Bank Of Korea Serves Up Another Reminder Of Sluggish Global Economy, Even As Rates Kept On Hold

November 28, 2019November 30, 2019

Just call it another casualty of the trade war.

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‘This Fed Put Comes With A Knock-Out Feature’: One Bank’s Caveat To An Otherwise Bullish 2020 Call

November 28, 2019

A cautionary note.

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Albert Edwards To America On Thanksgiving: Japanification Is Right Around The Corner

November 28, 2019

“But what if the reverse happens?”

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China May Ban Entry To Some US Lawmakers As Fallout From Hong Kong Bill Begins

November 28, 2019November 28, 2019

“Based on what I know”…

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Our Fiscal Future: MMT And Stimulus At The Limits Of Central Bank Omnipotence

November 27, 2019November 28, 2019

The topic du jour.

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Trump Begrudgingly Joins Pro-Democracy Cause In Hong Kong, All Eyes On China Retaliation

November 27, 2019November 28, 2019

“Today, I have signed into law S. 1838, the ‘Hong Kong Human Rights and Democracy Act of 2019′”.

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Giuliani Negotiated $200,000 Contract With Ukraine Prosector Who Conspired Against Marie Yovanovitch

November 27, 2019November 27, 2019

And yes, diGenova and Toensing were involved, sources say.

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Trump Now Proud Owner Of Second-Worst November Chicago PMI Print In 17 Years

November 27, 2019November 27, 2019

Congrats!

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As NATO Faces Irrelevance, Trump Blamed In Brussels For Stoking Existential Crisis In Europe

November 27, 2019

“For the first time in history, there is an American president who is openly against a united Europe”.

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MAGA Economy Is Healthier Than We Thought. Kinda, Sorta, Maybe.

November 27, 2019November 27, 2019

Curb your enthusiasm (assuming you were enthusiastic).

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Trump Risks Brutal Market Letdown With Trade Brinksmanship

November 27, 2019November 27, 2019

“We have traded up on such optimism before, only to then be let down”.

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PPI Deflation Bites In China, As Industrial Profits Sink Most On Record

November 26, 2019November 27, 2020

Entrenched PPI deflation took a toll on profits for industrial enterprises in China last month,

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Why One Bank ‘Remains Resolutely Pessimistic’ About 2020

November 26, 2019November 27, 2019

If they’re right, they will look like geniuses.

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Donald Trump Is Cordially Invited To Attend First Public Impeachment Hearing Next Week

November 26, 2019November 26, 2019

Meanwhile, the president pardoned the Thanksgiving turkey.

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Barclays: ‘Our Mini-Bubble Melt-Up Scenario’ Appears To Be Materializing

November 26, 2019

Thank the “easy soft patch”.

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Stocks Better Be Right About The Macro. Otherwise, It’s Wile E. Coyote Time

November 26, 2019October 18, 2021

“Beep, beep”.

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Nomura’s McElligott Explains The ‘Perfect Virtuous Feedback Loop’ As Gamma Gravity Pins Equities

November 26, 2019November 26, 2019

“Intraday movement is squelched”.

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Kellyanne Conway Accidentally Throws Cold Water On Trade Deal With Errant Fox & Friends Remarks

November 26, 2019November 26, 2019

“He could have had a deal in May”.

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Hong Kong Exports Have Now Declined For A Dozen Straight Months. Trump Blamed

November 26, 2019

Make global financial hubs miserable again!

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Traders Menaced By December Tariff Deadline Forced To Ponder Phone Calls, Obstinate Powell

November 26, 2019November 26, 2019

“Relevant issues”.

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