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Author: therealheisenberg

Race To The Bottom Intensifies As Trio Of Surprise Rate Cuts Ripple Across Markets

August 7, 2019August 7, 2019

There’s just no other way to put it. 

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German Industrial Production Crashes Most In A Decade, ‘Dooming’ Economy

August 7, 2019August 7, 2019

That’s “pretty awful”.

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2 Comments on German Industrial Production Crashes Most In A Decade, ‘Dooming’ Economy

‘Shocking’ New Zealand Rate Cut Roils Currency Markets

August 6, 2019August 6, 2019

Anyone who doubted RBNZ’s willingness to deliver on Wednesday was disabused of their skepticism.

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The VIX Did Something Monday It’s Only Done 5 Other Times – And That’s Not Even The Punchline

August 6, 2019

A simple read: Markets are becoming more fragile all the time.

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1 Comment on The VIX Did Something Monday It’s Only Done 5 Other Times – And That’s Not Even The Punchline

Nervous Traders Fear New Wave Of Selling As Quant Questions Linger

August 6, 2019August 7, 2019

Is it over?

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Perfect Storm: And The World’s New Worst Performing Stock Market Is…

August 6, 2019August 6, 2019

On the bright side…

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‘Their Lies Are Bubbles Flooding The US Stock Market’: The Infamous Hu Xijin Mocks Larry Kudlow, CNBC

August 6, 2019

And that’s not all Hu “knows”.

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Future Fed Chair Jim Bullard Not Sure He Can Cut Rates Fast Enough To Keep Up With Trump’s Tweets

August 6, 2019

The White House wants a Fed chair who will play offense.

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1 Comment on Future Fed Chair Jim Bullard Not Sure He Can Cut Rates Fast Enough To Keep Up With Trump’s Tweets

‘After 700+ Rate Cuts And $10 Trillion In Liquidity’, Quantitative Failure Now Tops The Worry List

August 6, 2019August 6, 2019

This time around, Wonderland will be an even stranger place.

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As PBoC Warns Of ‘Market Chaos’, Here’s What’s Next For Chinese Monetary Policy

August 6, 2019August 6, 2019

This is one incredible juggling act.

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2 Comments on As PBoC Warns Of ‘Market Chaos’, Here’s What’s Next For Chinese Monetary Policy

Don’t Look Now, But Junk Bond Spreads Just Blew Out The Most In 12 Years

August 6, 2019

Well, that’s not great news.

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2 Comments on Don’t Look Now, But Junk Bond Spreads Just Blew Out The Most In 12 Years

Falling Knife Catchers Eye Hong Kong As Stocks Log Worst Losing Streak Since 1984

August 6, 2019

Now then…

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1 Comment on Falling Knife Catchers Eye Hong Kong As Stocks Log Worst Losing Streak Since 1984

‘For The Cuts To Stop, Fed Will Have To Brave Trump, Bond Market’: Goldman Adds Third Cut To Fed Call

August 6, 2019August 6, 2019

Easier said than done.

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1 Comment on ‘For The Cuts To Stop, Fed Will Have To Brave Trump, Bond Market’: Goldman Adds Third Cut To Fed Call

Breaking Point Nears As Hang Seng, Topix Erase 2019 Gains Before PBoC Steps In With Strong Fix

August 5, 2019

This is why things need to stabilize in a hurry.

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1 Comment on Breaking Point Nears As Hang Seng, Topix Erase 2019 Gains Before PBoC Steps In With Strong Fix

Volcker, Greenspan, Yellen, Bernanke Demand Fed Independence Amid White House Attacks

August 5, 2019August 5, 2019

“We are united in our conviction”.

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9 Comments on Volcker, Greenspan, Yellen, Bernanke Demand Fed Independence Amid White House Attacks

It’s All-Out War As Steve Mnuchin’s Treasury Designates China A Currency Manipulator

August 5, 2019August 6, 2019

This is becoming a “sum of all fears” scenario.

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14 Comments on It’s All-Out War As Steve Mnuchin’s Treasury Designates China A Currency Manipulator

China Digs In, Trump Doubles Down, And The Nasdaq Collapses

August 5, 2019August 5, 2019

By that time, nobody could hear him…

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Yield Curve Screams Recession As Trump Screams At China

August 5, 2019

Mind the 2020 implications.

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‘God Bless Those Who Perished In Toledo’: Trump Names Wrong City In Botched Mass Shooting Address

August 5, 2019August 5, 2019

“We will always win”.

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6 Comments on ‘God Bless Those Who Perished In Toledo’: Trump Names Wrong City In Botched Mass Shooting Address

Trump Said Democrats Would Cause A Depression – And Then The Dow Plunged 1,300 Points

August 5, 2019November 18, 2021

That’s some sinkhole.

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4 Comments on Trump Said Democrats Would Cause A Depression – And Then The Dow Plunged 1,300 Points

Biggest Part Of US Economy Slows To Pre-Trump Levels In Bad Omen

August 5, 2019

The last vestiges of any “Trump bump” are gone. 

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‘The Meltdown Phase Is Here’, One Bank Warns, After Shock Yuan Plunge

August 5, 2019August 5, 2019

“There is probably more pain to come”.

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Nomura’s McElligott Weighs In On Monday Mayhem: ‘Never Get Caught Short Gamma In August’

August 5, 2019August 5, 2019

Markets could be in for a messy couple of days.

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‘I Can’t See Where The Bottom Is’: Hong Kong Shares Plunge In Longest Losing Streak Since 1997

August 5, 2019August 5, 2019

And then some.

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There Goes 7! Chinese Yuan Sinks To Record Low As Beijing Strikes Back

August 4, 2019August 5, 2019

Strap in.

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Ghost Of 2016’s Midnight Market U-Turn May Haunt 2020 Election, Goldman Says

August 4, 2019

Let’s just call it a coin flip.

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Maybe Jerome Powell Sent Stocks Exactly The Right Message After All

August 4, 2019

What would it say about the state of things if the Fed had indicated three cuts were necessary this year?

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