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Author: therealheisenberg

The Rotation Is Dead. Long Live The Rotation.

November 23, 2019November 24, 2019

“Expectations are extremely volatile”.

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1 Comment on The Rotation Is Dead. Long Live The Rotation.

Chinese Diplomat Calls US ‘World’s Biggest Destabilizing Factor’ In Scathing Remarks At G20 Ministers Meeting

November 23, 2019November 24, 2019

“There is no way out for the zero-sum games of the United States”.

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One Bank Asks: Recession Or Melt-Up?

November 22, 2019November 24, 2019

“Our S&P 500 forecasts have a V-shaped profile”.

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On Hong Kong, Trump Irritates Everyone

November 22, 2019November 24, 2019

Have “stable genius” will travel.

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4 Comments on On Hong Kong, Trump Irritates Everyone

Here’s The Problem With Judy Shelton’s Comments On Fed Independence (It’s Not What You Think)

November 22, 2019

“It’s in some ways healthier”…

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1 Comment on Here’s The Problem With Judy Shelton’s Comments On Fed Independence (It’s Not What You Think)

MAGA Economy Hanging In There, But Hardly Blowing The Doors Off, November PMIs Show

November 22, 2019

Not terrible, but not “great” – “again” or otherwise.

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1 Comment on MAGA Economy Hanging In There, But Hardly Blowing The Doors Off, November PMIs Show

‘I Want A Trial. They’re All Shifty Schiffs’: Trump Bombs In Comically Ridiculous Fox & Friends Rant

November 22, 2019November 22, 2019

“If they do put it up because they’re crazy”…

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8 Comments on ‘I Want A Trial. They’re All Shifty Schiffs’: Trump Bombs In Comically Ridiculous Fox & Friends Rant

Xi Respectfully Tells Kissinger, Other Visitors To Show Him Some Respect

November 22, 2019November 22, 2019

“We didn’t initiate this trade war and this isn’t something we want”.

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Europe’s Economy Flatlines For 3rd Month As Feeble Bounce In German Factory Activity Overshadowed By Services Spillover

November 22, 2019

“The ongoing decline nevertheless represents the worst spell of demand since mid-2013”.

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Bridgewater Makes Billion-Dollar Bet On Market Drop By March

November 22, 2019November 22, 2019

Everybody panic.

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hedge fundsLeave a Comment on Bridgewater Makes Billion-Dollar Bet On Market Drop By March

Don’t ‘Cry Wolf Prematurely’: Goldman Delivers Global Growth Outlook, Best Trade Ideas Headed Into 2020

November 21, 2019November 24, 2019

There’s “career risk” involved in making recession the baseline.

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1 Comment on Don’t ‘Cry Wolf Prematurely’: Goldman Delivers Global Growth Outlook, Best Trade Ideas Headed Into 2020

The Truth Behind Trump’s Farm Bailouts: Millions For Campaign Aides, Payouts To Billionaires, $5,136 For Small Growers

November 21, 2019April 23, 2022

“Enjoy!”

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3 Comments on The Truth Behind Trump’s Farm Bailouts: Millions For Campaign Aides, Payouts To Billionaires, $5,136 For Small Growers

GOP Senators Game Out Trump’s Impeachment Trial With Kushner, Conway

November 21, 2019November 21, 2019

“I expect the Senate to conduct proceedings that are fair”.

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1 Comment on GOP Senators Game Out Trump’s Impeachment Trial With Kushner, Conway

One Word For Markets In 2019: ‘Breathtaking’

November 21, 2019November 21, 2019

Gasp!

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Trump May Launch ‘Sweeping’ 301 Trade Probe Against Europe: Reports

November 21, 2019November 21, 2019

The incorrigible ‘tariff man’ won’t be denied.

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Xi’s Media Man Lashes Out At ‘Blind’ US Congress, But Stocks Pinned As S&P ‘Chokes On Gamma’

November 21, 2019November 21, 2019

“President Trump needs to sign the bill using braille”.

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‘We Are Heading For A Long-Term Future Of Declining Living Standards’: OECD

November 21, 2019November 21, 2019

“The alarm bells are ringing loud and clear.”

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Fiona Hill Blasts House GOP In Opening Statement For Pushing ‘Fictional Narrative Of The Russian Security Services’

November 21, 2019November 21, 2019

“Based on questions and statements I have heard, some of you on this committee appear to believe”…

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4 Comments on Fiona Hill Blasts House GOP In Opening Statement For Pushing ‘Fictional Narrative Of The Russian Security Services’

Nothing ‘Big’ On Trade By December 15, But Tariff Escalation Will Be Delayed: Report

November 21, 2019November 21, 2019

It’s worth noting that another delay will only serve to prolong the uncertainty and underscore the farcical nature of this charade.

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‘Strong Call For Unity’ Made At Mario Draghi’s Final ECB Meeting After Contentious September Showdown

November 21, 2019November 21, 2019

“It was regarded as important to form a consensus and to unite”.

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‘In The Foothills Of A Cold War’: Stocks Gyrate On ‘Cautious Optimism’, ‘Confusion’ Around US-China Trade

November 21, 2019November 21, 2019

Henry Kissinger “hopes” things don’t get worse.

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Trump To Risk Standoff With Xi, Will Sign Hong Kong Bill: Reports

November 20, 2019November 21, 2019

“The ratings will be tremendous”.

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1 Comment on Trump To Risk Standoff With Xi, Will Sign Hong Kong Bill: Reports

This Is What Counts As ‘Fireworks’ In An Otherwise Tranquil Market

November 20, 2019November 20, 2019

This sounds like a trivial statement (and it is), but…

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2 Comments on This Is What Counts As ‘Fireworks’ In An Otherwise Tranquil Market

Fed Policy ‘Well Calibrated’ After October Rate Cut, FOMC Minutes Show

November 20, 2019November 20, 2019

Downside risks are still elevated, though.

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Despair! US-China Trade Deal May Get Pushed To 2020, Sources Say

November 20, 2019November 20, 2019

Somebody get Larry Kudlow on the phone.

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2 Comments on Despair! US-China Trade Deal May Get Pushed To 2020, Sources Say

Trump Barely Knows Gordon Sondland, Who Gave Him $1 Million

November 20, 2019November 20, 2019

In September, Gordon was a “highly respected” man.

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6 Comments on Trump Barely Knows Gordon Sondland, Who Gave Him $1 Million

‘Was There A Quid Pro Quo? Yes’: Gordon Sondland Throws Trump, Giuliani, Pompeo Under Bus In Stunning Opening Statement

November 20, 2019November 20, 2019

“I followed the directions of the President. Everyone was in the loop. It was no secret.”

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7 Comments on ‘Was There A Quid Pro Quo? Yes’: Gordon Sondland Throws Trump, Giuliani, Pompeo Under Bus In Stunning Opening Statement

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