“Markets dominated by computers have different characteristics than those run by people”.
Author: therealheisenberg
The Ride Of The Valkyries: SocGen’s Juckes Has Visions Of ‘Bond Vigilante Gun-Ships’
Don’t get too excited – it’s a correction, “not a turn in the trend”.
What Happens If The Nascent Bond Selloff Has Legs?
Don’t burst my bubble.
Wilbur Ross Threatened To Fire Top NOAA Employees Who Disputed Trump’s Hurricane Dorian Tweets
“Dr. Jacobs was told that the political staff at NOAA would be fired if the situation was not fixed”.
Massive Momentum Factor Unwind Triggers ‘Epic’ 7 Z-Score Performance Bleed
Needless to say, this isn’t the best news for some folks.
Turkish Lira Warily Eyes US Sanctions Threat, Erdogan Rate Cut Promises
“We’re looking at that”.
Yes, Maria Bartiromo, Steve Mnuchin Actually Can Lie About The Economy, Thanks For Asking
“Can you really say that”?
Dear AT&T, Paul Singer Is Coming And Donald Trump Is Tweeting – Enjoy!
But hey, at least the shares are up.
Nomura’s McElligott Talks The ‘Pain Trade’ And What More Bearish Rates Action Would Mean For Equities
“…the current consensus / ‘Momentum’ positioning construct is a pure reflection of the ‘Duration Trade'”.
‘Who Thought This Was A Good Idea’? Taliban Says More Americans Will Die After Trump Cancels Dinner Date
“Losses to lives and assets will increase”.
‘Less Growth, More Inflation’: Goldman Sees Stagflationary Trend For Trump’s Economy
“The tariffs are about to show up more clearly”.
Behold! JPMorgan Unveils The ‘Volfefe’ Index
“Trade talk, political campaigning and tweets have contributed to volatility, from China to Fed policy
Expect More Late-Night Tweets, Because China Will Be Cutting Another Key Rate Soon
Friday’s RRR cut presages more easing – it’s just a question of timing.
Traders To Ponder Bonds, Key Data In New Week As ‘This Guy Jerome’ Goes Quiet
Although Europe will make headlines, there’s plenty to focus on in the US.
As ‘Super Mario’ Steps Up To Bat, ‘Markets Are Vulnerable To A Correction’
Let’s see if he has one more rabbit in the hat.
China Said To Offer ‘Modest’ Farm Purchases In Exchange For Delay Of October 1 Tariff Hike
This doesn’t say much for “progress”.
Hong Kong Protests Turn Red, White And Blue, Trump Hailed As ‘Liberator’
“Today’s march from the US consulate looks to be the most red, white and blue protest that Hong Kong has seen”.
#TalibanTrump Roasted On Twitter After Revealing Bungled Camp David Talks
“Read ‘The Art Of The Deal!'”
China’s Export Machine Slams Into Reverse In August Amid New Trade Threats
We’re going to need more easing.
Khalid Al-Falih Ousted As Saudi Energy Minister – MBS Half-Brother Will Take It From Here
This was his third demotion in two weeks.
US Bond Yields Will Keep Falling Unless One Of These 3 ‘Disruptors’ Comes Calling
This should sound familiar.
Iran Says Enrichment Limit Null And Void, In Latest Escalation
“Maximum pressure” still isn’t working.
On One Read, Stocks And Credit May Be Perilously Disconnected From Economic Reality
The glass-half-empty take.

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