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Author: therealheisenberg

Yes, Marko Kolanovic Is Holding A Client Call This Week. No, It’s Nothing To Panic About.

August 18, 2019January 8, 2022

Be smart, folks.

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8 Comments on Yes, Marko Kolanovic Is Holding A Client Call This Week. No, It’s Nothing To Panic About.

In Slight To Trump, Iranian Tanker Leaves Gibraltar After Detention Request Rebuffed

August 18, 2019August 18, 2019

This isn’t likely to please the White House.

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1 Comment on In Slight To Trump, Iranian Tanker Leaves Gibraltar After Detention Request Rebuffed

Larry Kudlow Called Out By Chuck Todd For Single Worst Call In Modern Economic History

August 18, 2019August 18, 2019

“Egg on your face”.

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4 Comments on Larry Kudlow Called Out By Chuck Todd For Single Worst Call In Modern Economic History

Peter Navarro Guarantees Bull Market ‘Through 2020 And Beyond’, Pre-Announces Fed Cuts On ABC

August 18, 2019August 18, 2019

“What I can tell you with certainty”…

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6 Comments on Peter Navarro Guarantees Bull Market ‘Through 2020 And Beyond’, Pre-Announces Fed Cuts On ABC

All Eyes Turn To Jackson Hole As Powell, Central Banks Take Center Stage In Pivotal Week

August 18, 2019August 19, 2019

Pigeonholed.

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3 Comments on All Eyes Turn To Jackson Hole As Powell, Central Banks Take Center Stage In Pivotal Week

‘There’s A Problem Here That Smacks Of Inevitability’: Recession Or No, The Fed Has To Cut Rates Aggressively

August 17, 2019August 18, 2019

If you’re looking for reasons why the market is pricing a full-on easing cycle from the Fed, try this lens.

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10 Comments on ‘There’s A Problem Here That Smacks Of Inevitability’: Recession Or No, The Fed Has To Cut Rates Aggressively

Stephen Miller Sought To Ban 750,000 Migrant Children From Public Schools: Report

August 17, 2019

A guidance memo to that effect was “considered”, but never issued. 

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2 Comments on Stephen Miller Sought To Ban 750,000 Migrant Children From Public Schools: Report

New Iran Drama Beckons As US Moves To Seize Tanker, Houthis Hit Saudis, Tehran Readies Rocket Launch

August 17, 2019

“Schemes”, rockets and drones, oh my.

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3 Comments on New Iran Drama Beckons As US Moves To Seize Tanker, Houthis Hit Saudis, Tehran Readies Rocket Launch

Trump Administration To Extend Huawei Reprieve On Monday: Reports

August 17, 2019

Another effort to calm markets, it would appear.

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6 Comments on Trump Administration To Extend Huawei Reprieve On Monday: Reports

‘Another Double-Digit S&P Decline Could Be Disqualifying’: Trump As Convexity Consumer

August 17, 2019November 18, 2021

“The only way an overinsured individual can monetize is by creating an ‘accident'”.

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4 Comments on ‘Another Double-Digit S&P Decline Could Be Disqualifying’: Trump As Convexity Consumer

Stocks And Bonds Diverged In A Yellow Wood, And Sorry I Could Not Travel Both

August 16, 2019August 17, 2019

Is past performance indicative of future results?

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4 Comments on Stocks And Bonds Diverged In A Yellow Wood, And Sorry I Could Not Travel Both

Argentina Has A Century Bond, Why Not Us?, Is What Treasury Wants To Know

August 16, 2019August 16, 2019

Then again, it’s going great for Austria.

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1 Comment on Argentina Has A Century Bond, Why Not Us?, Is What Treasury Wants To Know

‘We Have Not Been Bullish Enough’: Misery, Redux

August 16, 2019August 16, 2019

“We have been consistently surprised negatively”.

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6 Comments on ‘We Have Not Been Bullish Enough’: Misery, Redux

Trump Held Panicked Conference Call With Jamie Dimon, Others During 800-Point Dow Plunge

August 16, 2019August 16, 2019

Who’s the “nervous mess” now?

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12 Comments on Trump Held Panicked Conference Call With Jamie Dimon, Others During 800-Point Dow Plunge

Hope Floats As Germany Seen Abandoning ‘Black Zero’ Fiscal Straightjacket In Recession

August 16, 2019August 16, 2019

Fingers crossed!

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2 Comments on Hope Floats As Germany Seen Abandoning ‘Black Zero’ Fiscal Straightjacket In Recession

Consumer Sentiment Crashes To Second-Lowest Of Trump Presidency As Fed Cut Scares Everyone To Death

August 16, 2019August 16, 2019

“The main takeaway for consumers from the first rate cut was to increase apprehensions about a possible recession”.

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3 Comments on Consumer Sentiment Crashes To Second-Lowest Of Trump Presidency As Fed Cut Scares Everyone To Death

China Moves Ahead With Key Interest Rate Reform In Push To Lower Borrowing Costs

August 16, 2019

One small step for the PBoC, one giant leap for everyone else’s sanity. 

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Leave a Comment on China Moves Ahead With Key Interest Rate Reform In Push To Lower Borrowing Costs

Trade War Puts Deere In Headlights

August 16, 2019

“Our results reflected the high degree of uncertainty”.

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1 Comment on Trade War Puts Deere In Headlights

Rashida Tlaib Declines Netanyahu’s Humanitarian Visit Exemption Citing ‘Oppressive Conditions’

August 16, 2019November 18, 2021

“This could be my last opportunity to see her”.

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Leave a Comment on Rashida Tlaib Declines Netanyahu’s Humanitarian Visit Exemption Citing ‘Oppressive Conditions’

Now Is Not The Time To Lean Into The Illiquidity Premium In Credit, One Bank Warns

August 16, 2019

There’s always ETFs, though, right?

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3 Comments on Now Is Not The Time To Lean Into The Illiquidity Premium In Credit, One Bank Warns

Meanwhile, In Japan: Yield Curve Control Fails, Top US Creditor Status Regained

August 16, 2019August 16, 2019

“The BOJ will have to give up something”.

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Leave a Comment on Meanwhile, In Japan: Yield Curve Control Fails, Top US Creditor Status Regained

Trump ‘Rattled’ Amid Market Chaos, Is Calling Business Leaders About Economy: Sources

August 15, 2019August 16, 2019

The president also believes there may be a conspiracy afoot.

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6 Comments on Trump ‘Rattled’ Amid Market Chaos, Is Calling Business Leaders About Economy: Sources

New Zealand’s 10-Year Yield Dives Below 1% For First Time As Manufacturing Gauge Sinks Into Contraction

August 15, 2019August 15, 2019

Don’t look now, but…

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Leave a Comment on New Zealand’s 10-Year Yield Dives Below 1% For First Time As Manufacturing Gauge Sinks Into Contraction

Trump Dares China To Retaliate To New Tariffs, Says America Needs More ‘Mental Institutions’

August 15, 2019August 15, 2019

“If for some reason [I don’t win] in 2020, you’ll see this economy go down the tubes”.

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8 Comments on Trump Dares China To Retaliate To New Tariffs, Says America Needs More ‘Mental Institutions’

Of Course Donald Trump Wants The US To Buy Greenland

August 15, 2019August 15, 2019

“What do you guys think about that”?

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5 Comments on Of Course Donald Trump Wants The US To Buy Greenland

‘Uh, I Don’t Think So’: Bullard Fails Fed Chair Audition, Tells Fox Fed Won’t Convene ‘Emergency Session’

August 15, 2019August 15, 2019

“A couple of weeks one way or another probably doesn’t matter”.

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2 Comments on ‘Uh, I Don’t Think So’: Bullard Fails Fed Chair Audition, Tells Fox Fed Won’t Convene ‘Emergency Session’

‘Attack One, Attack Us All’: Netanyahu Incurs Wrath Of AOC, Pressley After Omar, Tlaib Ban

August 15, 2019November 18, 2021

“Many strong supporters of Israel will be deeply disappointed in this decision”, Chuck Schumer said.

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1 Comment on ‘Attack One, Attack Us All’: Netanyahu Incurs Wrath Of AOC, Pressley After Omar, Tlaib Ban

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