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Author: therealheisenberg

‘Nobody Move, Nobody Get Hurt’: Trade Talk Stalemate Sets In Ahead Of Deadline

December 5, 2019December 5, 2019

And a relative calm sets in over Chinese markets.

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Japan To Roll Out Stimulus Package Totaling 26 Trillion Yen

December 4, 2019December 4, 2019

It may fall flat. We’ll see.

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Scholars Say Trump’s Actions Are Impeachable. Here’s A Common Sense Take On The First House Judiciary Hearing

December 4, 2019December 4, 2019

“While the president can name his son Barron, he can’t make him a baron”.

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9 Comments on Scholars Say Trump’s Actions Are Impeachable. Here’s A Common Sense Take On The First House Judiciary Hearing

For Volatility, 2019 Is No 2017. But 2021 May Be

December 4, 2019December 5, 2019

Looking back at history, it generally takes around two years for those feedback loops to fully manifest themselves.

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As Trade Talks Hang By A Thread, A Soybean Problem Emerges

December 4, 2019December 4, 2019

This is pretty simple, really.

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ISM Services Isn’t ‘Great’ – ‘Again’ Or Otherwise

December 4, 2019December 4, 2019

Maybe this is enough to get a dovish lean out of the Fed.

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ADP Is Out-And-Out Whiff, Prints Worst Since May

December 4, 2019December 4, 2019

“The job market is losing its shine”.

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As Hong Kong Unveils New Stimulus, Wicked PMI Plunge Portends Q4 GDP Disaster

December 4, 2019

“…unless December brings a dramatic recovery”.

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Trade News Merry-Go-Round Finds US, China Closing In On Tariff Rollbacks

December 4, 2019December 4, 2019

“Off the cuff”.

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4 Comments on Trade News Merry-Go-Round Finds US, China Closing In On Tariff Rollbacks

In Latest Escalation, ‘Odious’ House Passes Xinjiang Bill Mandating Sanctions On Chinese Officials

December 3, 2019

“We are long past the point when this should have been done”.

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1 Comment on In Latest Escalation, ‘Odious’ House Passes Xinjiang Bill Mandating Sanctions On Chinese Officials

One Of Wall Street’s Biggest Bulls Is Cautious On 2020. Here’s Why

December 3, 2019December 4, 2019

It’s not bearish, but it’s not sanguine either.

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Trump On Thin Ice With Traders As US Stocks Sink Third Day

December 3, 2019December 3, 2019

“I don’t watch the stock market”.

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Impeachment Report: Trump Solicited Interference In US Elections, Intimidated Witnesses, Endangered National Security

December 3, 2019December 3, 2019

“The President’s scheme was exposed”.

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1 Comment on Impeachment Report: Trump Solicited Interference In US Elections, Intimidated Witnesses, Endangered National Security

Kamala Harris Bows Out Of Presidential Race After Stunning Fall From Top Tier

December 3, 2019December 3, 2019

“My campaign… simply doesn’t have the financial resources we need to continue”.

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Why Not Just Ban Huawei From The US Financial System?, Trump Wondered

December 3, 2019December 3, 2019

This plan could still be dusted off.

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Nomura’s McElligott Warns: ‘We’re Nearing Gamma Flip Risk In SPX’

December 3, 2019December 3, 2019

Dry kindling, meet struck match.

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SocGen Finds ‘The Most Depressing Chart Ever!’

December 3, 2019

“I find this depressing.”

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Horrific Data, Spiraling Violence Force Multi-Billion Dollar Stimulus Efforts In Besieged Locales

December 3, 2019December 3, 2019

A world on fire.

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France Threatens Retaliation To Proposed US Tariffs; Trump Says Nobody Taxes His Tech But Him

December 3, 2019

“It’s not the behavior we expect from the US toward one of its main allies”.

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Trump Fans Flames, Says May Wait Until Election Is Over For China Deal

December 3, 2019December 3, 2019

“I have no deadline”.

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Trump Finds France Guilty In Digital Tax Probe, Plans Tariffs On $2.4 Billion Of Wine, Makeup, ‘Reptile Leather’

December 2, 2019December 2, 2019

Cheese, pedicure preparations, makeup and, of course, handbags.

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3 Comments on Trump Finds France Guilty In Digital Tax Probe, Plans Tariffs On $2.4 Billion Of Wine, Makeup, ‘Reptile Leather’

Tariff Man Crashes Stock Party On First Trading Day Of December

December 2, 2019December 2, 2019

How many Dow points will it take to convince Trump to dial it back?

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1 Comment on Tariff Man Crashes Stock Party On First Trading Day Of December

‘Blue Sky’, ‘Ugly’ Or ‘Armageddon’: 3 Paths For The Emancipation Trade

December 2, 2019December 3, 2019

“Everything we know about financial markets”…

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1 Comment on ‘Blue Sky’, ‘Ugly’ Or ‘Armageddon’: 3 Paths For The Emancipation Trade

Here Comes Xi’s Long-Rumored ‘Unreliable Entities List’

December 2, 2019

If there were a dictionary entry for “unreliable entity”…

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Europe’s Very Bad Day Comes Courtesy Of Perfect Storm

December 2, 2019December 2, 2019

Such are the tragic ironies…

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ISM Miss Is Bitter Pill For Optimists. Suggests US Manufacturing Slump Is Entrenched

December 2, 2019December 2, 2019

“Global trade remains the most significant cross-industry issue”.

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Another Oversubscribed Term Repo Stokes More Year-End Liquidity Crunch Fears

December 2, 2019

Are “supersized” bill purchases in the offing?

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