“We will Win”!
Author: therealheisenberg
‘Next To Nothing’: China Launches ‘Unprecedented’ Crack-Down On Gold Imports
“…an easy way to curtail outflows”.
Peter Navarro Admits China Tariffs Hurt America, Promises ‘Total Certainty’ For 3 Months
“They had already bought the stuff”.
Wilbur Ross Highly Suspicious Of This Yield Curve ‘Formula’ Everyone Is Talking About
“You’re good at that stuff too”.
‘3D Chess’ Tariff Strategy Looks Suspiciously Like Chaos To Stocks, Bonds, Fed
Investors and policymakers are increasingly wary of the White House’s “crazy like a fox” tariff tactics.
After Wednesday’s Doomsday Inversions, What’s Next For The Yield Curve?
Crystal ball gazing via a trio of possible scenarios.
US, UK Curves Invert, 30-Year Treasury Yield Hits Record Low Amid Growth Panic
The bad vibes are proliferating.
‘Sick Man’ Germany Stumbles To Second Contraction In Four Quarters – Recession Looms
“The impact of weaker growth on the labor market is becoming more visible”.
China Data Deluge Misses Badly As Industrial Output Crashes To Lowest Since 2002
Misses pretty much across the board.
Closely-Watched Fund Manager Survey Is All Bonds, Tariffs And Recession Risk In August
“[The] onus is on the Fed, ECB and PBoC to restore animal spirits”.
As Manic Market Moves Metastasize, Mind The Liquidity Drought
A recipe for “fun”.Â
Jay ‘Behind-The-Curve’ Powell, And Why The Fed May Have To Start ‘Outright QE’
For the embattled Fed chair, no rest for the weary.
‘Everyone Should Be Calm!’: Trump Soothes Nerves By Teasing Imminent Chinese Military Invasion Of Hong Kong
“I hope nobody gets killed”.
Nomura’s McElligott Explains What Tariff News ‘Very Clearly’ Means For US Stocks
“…this re-pricing lower in the VIX complex should drive powerful second-order impacts”.
US, China Engineer Massive Yuan Rally, Stock Surge, But Fed Outlook Still Cloudy
The cross-asset reaction to the latest tariff news was quite dramatic.
Trump Folds, Delays Tariff Hike On Key Consumer Goods Until December
“Certain products are being removed from the tariff list”.
Trump: China’s Currency Devaluation A ‘Gift’ To America, Farmers Better Off On Welfare
“…the administration is essentially providing welfare checks to affected farmers”.
Fed’s Job Gets Even Harder As Core Inflation Comes In Hot
For the second month in a row.
‘Goldilocks’ Has Left The Building – Again
Bad news is just bad. And cross-asset returns since the latest tariff escalation reflect as much.
Confidence In German Economy Flat Out Collapses In Dastardly ZEW Print
“A significant deterioration in the outlook”.
Hong Kong Goes From Bad To Worse As Property Shares Dive Into Bear Market Amid Airport Upheaval
It is just a matter of time.
A Canary Dies In The Coal Mine As Singapore Says Economy May Flatline
If it’s foreboding economic indicators you’re looking for…
A Tale Of Two Century Bonds
What a time to be alive.
Monday, Bloody Monday On Wall Street Amid Argentina Crisis, Relentless Safe-Haven Bid
Risk-off from start to finish.
Germany’s ‘Black Zero’ Fiscal Policy Called ‘Voodoo’ As Economy Screams For Stimulus
“We have a policy, that is not in question”.
2 Simple Reasons Why US Assets Are Now More Vulnerable To Volatility In China’s Currency
This was always the risk.
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