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Author: therealheisenberg

‘Is This It?’ Jerome Powell Signals Fed On Hold Until Something (Else) Crazy Happens

October 30, 2019October 30, 2019

“The current stance of monetary policy is likely to remain appropriate”.

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Fed Takes Out More ‘Insurance’, Cuts Rates For Third Time, Drops ‘Act As Appropriate’ Language

October 30, 2019October 30, 2019

“Act as appropriate” is gone.

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Leveraged Loan ‘Bubble’ Warnings Are A Thing Again And Goldman Is ‘Concerned’

October 30, 2019

“Fragile”.

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Chile Cancels APEC In Another Example Of Global Fallout From Local Unrest. Trade Deal In Flux, Peso Falls To 15-Year Low

October 30, 2019October 30, 2019

“A president needs to put its people above everything else”.

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Catherine Croft Says Lobbyist Pushed Obama, Soros Conspiracy Theory In Campaign To Have Yovanovitch Fired

October 30, 2019October 30, 2019

“It was not clear to me at the time—or now—at whose direction… Mr. Livingston was seeking the removal of Ambassador Yovanovitch”.

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‘Greatest Economy In US History’ Grows At Second-Slowest Pace In 15 Quarters

October 30, 2019October 30, 2019

Thank God for the consumer.

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Dour Prediction For German Exports Spoils Decent French GDP Read

October 30, 2019October 30, 2019

“DIHK has not received such pessimistic replies since the crisis.”

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‘Job Growth Has Throttled Way Back’: ADP Beats, But September Revised Lower

October 30, 2019October 30, 2019

“If hiring weakens any further, unemployment will begin to rise”.

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Deutsche Bank’s Third Quarter Results Are… Well, About What You’d Expect If You’re Being Honest

October 30, 2019October 30, 2019

“”I want to thank our employees for their strong performance”.

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House Votes To Sanction Turkey For Syria Massacre, Recognize Armenian Genocide In Sweeping Bipartisan Rebuke Of Trump Leniency

October 29, 2019October 30, 2019

This marks a stunning bipartisan rebuke of both the White House and a NATO ally.

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4 Comments on House Votes To Sanction Turkey For Syria Massacre, Recognize Armenian Genocide In Sweeping Bipartisan Rebuke Of Trump Leniency

Trump Is Taking A Tony Soprano Approach To USMCA Auto Rules

October 29, 2019October 29, 2019

Hopefully, you can see the problem with this arrangement…

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Steve Mnuchin Wants All Of The Smoke From Elizabeth Warren In Repo Debate

October 29, 2019October 29, 2019

“Have we gone too far?”

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Nomura’s McElligott Flags Potential For Major Inflection Away From Legacy CTA Bond Long

October 29, 2019October 29, 2019

“This would drive mechanical selling flows from what has been one of the largest ‘gross $ exposure’ positions in the model all year”.

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3 Comments on Nomura’s McElligott Flags Potential For Major Inflection Away From Legacy CTA Bond Long

US-China Trade Deal Won’t Be Signed In Chile Unless It Is, In Which Case You Can Retroactively Ignore This…

October 29, 2019October 29, 2019

Art of the wtf?

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1 Comment on US-China Trade Deal Won’t Be Signed In Chile Unless It Is, In Which Case You Can Retroactively Ignore This…

What Liz Warren’s Tax Policies Would Really Mean For Stocks And The Economy (According To An Actual Analyst)

October 29, 2019October 29, 2019

Hint: It’s a bit more nuanced than some high-profile hedge fund luminaries would have you believe.

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3 Comments on What Liz Warren’s Tax Policies Would Really Mean For Stocks And The Economy (According To An Actual Analyst)

UK To Get Highly Contentious, Wholly Unpredictable Election For Christmas!

October 29, 2019

Voters will have a choice…

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Saudi Aramco Made 3 Times More Money In 9 Months Than Exxon Made All Of Last Year

October 29, 2019October 29, 2019

Shares will begin trading on the Tadawul December 11.

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Army Officer Alexander Vindman Listened To Trump-Zelensky Call. Here Is His Statement To Impeachment Investigators

October 29, 2019

And it’s not just the phone call that had Vindman concerned.

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Too Far Too Fast? Goldman Wonders If The Risk Rotation Can Last

October 29, 2019November 23, 2019

A sustained rotation requires an improvement in the data, the bank warns.

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Paul Tudor Jones Is Being Totally Objective When He Says Elizabeth Warren Will Crash The Stock Market

October 28, 2019

“I love Mayor Pete”.

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Here’s A Crazy Story About Trump, Giuliani And Some Schools Linked To Erdogan Archenemy Fethullah Gulen

October 28, 2019October 29, 2019

Just in case you weren’t suspicious enough already.

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1 Comment on Here’s A Crazy Story About Trump, Giuliani And Some Schools Linked To Erdogan Archenemy Fethullah Gulen

Nancy Pelosi To Give Trump, Republicans What They Asked For, Will Bring Impeachment Resolution To Floor

October 28, 2019October 28, 2019

Be careful what you wish for.

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Marko Kolanovic Again Warns Of Potential ‘Crash’ In Low Volatility Stocks, Flags Massive CTA Commodity Short

October 28, 2019November 23, 2019

“Low volatility crowding turned the conventional economics upside down”.

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Boris Johnson’s Latest Election Gambit Fails, Setting The Stage For… Hell, Who Knows Anymore

October 28, 2019October 28, 2019

Comedy of errors.

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Trump Compares Chicago To Afghanistan In Divisive Speech Marred By Boycott, Protests

October 28, 2019

“I’ve done more than any president has ever done for the police”.

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No Escape From ‘Flattening Vortex’ As Long As ‘Resistance To Redistributive Forces’ Persists, Deutsche’s Kocic Warns

October 28, 2019October 28, 2019

“The resistance against radical redistribution of wealth has been remarkably robust and resilient”.

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Trump Catapults S&P To Record High With Trade Remarks

October 28, 2019October 28, 2019

“Probably a lot ahead of schedule”.

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