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Author: therealheisenberg

BofA’s Blanch: ‘Traditional Models May Soon Be Obsolete And The World Unforecastable’

August 26, 2019August 26, 2019

A stark assessment, to be sure.

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4 Comments on BofA’s Blanch: ‘Traditional Models May Soon Be Obsolete And The World Unforecastable’

‘The Situation Is Dire’: As Business Confidence Collapses, Germany’s ‘Black Zero’ Fiscal Stance Looks Untenable

August 26, 2019

“The signs of a recession in Germany are thickening”.

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Hong Kong, Mainland Shares Under Siege Amid Violence, Yuan Drop

August 26, 2019

No respite.

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Trump Says ‘China Called Last Night’. China Says ‘Hasn’t Heard Of Such A Thing’

August 26, 2019August 26, 2019

“I can tell you clearly that I haven’t heard of such a thing”.

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11 Comments on Trump Says ‘China Called Last Night’. China Says ‘Hasn’t Heard Of Such A Thing’

As Gloves Come Off In Trade War, Markets Worry All The Adults Have Left The Room

August 25, 2019August 26, 2019

What’s not to like?

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1 Comment on As Gloves Come Off In Trade War, Markets Worry All The Adults Have Left The Room

Mnuchin, Kudlow Tell Cable News Trump Has Authority To Order American Companies To Leave China

August 25, 2019August 25, 2019

“What can’t you order if you use the word ’emergency'”?

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11 Comments on Mnuchin, Kudlow Tell Cable News Trump Has Authority To Order American Companies To Leave China

Flash Crash Hits Turkish Lira As Yen Surge Bedevils Markets Yet Again

August 25, 2019August 25, 2019

Mrs. Watanabe.

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Offshore Yuan Dives To Record, Dollar-Yen Breaches Flash Crash Lows Amid Trade Woes

August 25, 2019August 25, 2019

It starts in FX land.

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5 Comments on Offshore Yuan Dives To Record, Dollar-Yen Breaches Flash Crash Lows Amid Trade Woes

Trade ‘Déjà Vu’ May Send 10-Year US Yields To All-Time Lows, Goldman Says

August 25, 2019August 25, 2019

The bond rally may have new life.

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Macron Shakes Up Fraught G-7 With Zarif Cameo, Iran Floats Oil Exports Proposal

August 25, 2019August 25, 2019

“I can’t stop people from talking”.

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1 Comment on Macron Shakes Up Fraught G-7 With Zarif Cameo, Iran Floats Oil Exports Proposal

Watch Larry Kudlow ‘Reinterpret’ Trump’s ‘Second Thoughts’ Tariff Remark

August 25, 2019

“Having said that”…

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US, Japan Strike Trade Deal In Principle, Trump Says

August 25, 2019August 25, 2019

Some work on “wording” and “context” remains to be done.

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2 Comments on US, Japan Strike Trade Deal In Principle, Trump Says

G-7 Leaders Not Sold On Trump’s Idea To Invite Putin In From Cold

August 25, 2019November 18, 2021

“It was lively”.

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3 Comments on G-7 Leaders Not Sold On Trump’s Idea To Invite Putin In From Cold

Mideast Stocks Plunge As Trade Woes, Regional Conflict Bite

August 25, 2019August 25, 2019

Let’s hope this isn’t a preview of what to expect on Monday.

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oil4 Comments on Mideast Stocks Plunge As Trade Woes, Regional Conflict Bite

Trump Has ‘Second Thoughts’ About Latest Trade Escalations – Or Not

August 25, 2019August 25, 2019

“Might as well”.

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3 Comments on Trump Has ‘Second Thoughts’ About Latest Trade Escalations – Or Not

In Twilight Zone Markets, Bonds Are Stocks And Liabilities Are Assets

August 24, 2019November 19, 2020

“This has been no ordinary episode of reaching for yield by investors”, BofA’s Barnaby Martin

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Trump Disappoints Disciples, Cops To Faking ‘Chosen One’, Messiah Status

August 24, 2019

“They knew the TRUTH”.

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3 Comments on Trump Disappoints Disciples, Cops To Faking ‘Chosen One’, Messiah Status

US Officials Say G-7 Rigged, Focuses Too Much On ‘Niche’ Issues Like The Future Of The Planet

August 24, 2019August 24, 2019

Donald Trump is mad his “input” on climate and inequality isn’t welcome.

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8 Comments on US Officials Say G-7 Rigged, Focuses Too Much On ‘Niche’ Issues Like The Future Of The Planet

Fed Cutting Rates To Zero ‘Eminently Plausible’ After Friday’s Events, One Bank Says

August 24, 2019

If Powell’s speech rationalized a path to the lower bound, the tariff escalations “provided a shove in that direction”.

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6 Comments on Fed Cutting Rates To Zero ‘Eminently Plausible’ After Friday’s Events, One Bank Says

Trump ‘Wouldn’t Stop Him’ If Jay Powell Resigned, China Urges US Not To Miscalculate

August 24, 2019August 24, 2019

Don’t “misjudge the situation”.

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8 Comments on Trump ‘Wouldn’t Stop Him’ If Jay Powell Resigned, China Urges US Not To Miscalculate

Days After Tipping Hundreds Of Layoffs, US Steel Tips 150 More

August 23, 2019

“The exact numbers haven’t been finalized”.

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11 Comments on Days After Tipping Hundreds Of Layoffs, US Steel Tips 150 More

Trump Raises Tariffs On China, Thanks You For Your ‘Attention To This Matter’

August 23, 2019August 24, 2019

Trump is right about one thing, though. There truly is “no end in sight”.

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9 Comments on Trump Raises Tariffs On China, Thanks You For Your ‘Attention To This Matter’

On Wall Street, A Summer Meltdown

August 23, 2019August 23, 2019

… stunned traders, disillusioned investors and indifferent algos looked haplessly to one another for answers. 

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oil9 Comments on On Wall Street, A Summer Meltdown

Spare A Thought For The Bank Of Japan On Friday

August 23, 2019August 23, 2019

Haruhiko Kuroda has a yen problem and it just got materially worse.

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7 Comments on Spare A Thought For The Bank Of Japan On Friday

‘Is That Even Legal?’ Analysts, Traders Incredulous As Friday Conflagration Engulfs Markets

August 23, 2019August 23, 2019

“The market should have realized” this was coming.

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3 Comments on ‘Is That Even Legal?’ Analysts, Traders Incredulous As Friday Conflagration Engulfs Markets

‘The Fed Did NOTHING!’ Trump Loses Mind On Twitter After Powell Speech, China Tariffs

August 23, 2019August 23, 2019

“My only question is, who is our bigger enemy, Jay Powell or Chairman Xi”?

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21 Comments on ‘The Fed Did NOTHING!’ Trump Loses Mind On Twitter After Powell Speech, China Tariffs

Watch Peter Navarro React To China’s New Tariffs With Maria Bartiromo

August 23, 2019

“They flood our communities with fentanyl”.

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2 Comments on Watch Peter Navarro React To China’s New Tariffs With Maria Bartiromo

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