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Author: therealheisenberg

Reclamation Project(s).

July 8, 2019July 8, 2019

As everyone piles on “Crazy Joe”, is Trump underestimating Kamala Harris?

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31 Comments on Reclamation Project(s).

‘The Leopard Never Changes Its Spots’: Turkey Given Benefit Of Doubt, But Optimists Learn Hard Lesson (Again)

July 8, 2019July 8, 2019

Any questions?

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Monday’s Bloodbath In Asia Reflects Everything From Liquidity Worries To Tech Supply Chain Jitters

July 8, 2019July 8, 2019

Off on the wrong foot.

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1 Comment on Monday’s Bloodbath In Asia Reflects Everything From Liquidity Worries To Tech Supply Chain Jitters

Plunging Lira, Deutsche Bank News, Japan-Korea Spat Make For Inauspicious Start To Crucial Week

July 7, 2019July 7, 2019

None of this sets a particularly upbeat tone.

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3 Comments on Plunging Lira, Deutsche Bank News, Japan-Korea Spat Make For Inauspicious Start To Crucial Week

Hot Seat: Full Week Ahead Preview

July 7, 2019November 14, 2021

Don’t call it a “return”.

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1 Comment on Hot Seat: Full Week Ahead Preview

‘Like It Or Not, The Heyday Of Central Bank Independence Is Behind Us’: Pimco

July 7, 2019July 7, 2019

Get used to it.

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15 Comments on ‘Like It Or Not, The Heyday Of Central Bank Independence Is Behind Us’: Pimco

Iran Makes It Official: Breaches Uranium Enrichment Ceiling

July 7, 2019July 7, 2019

So, the world will now warily eye the White House.

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2 Comments on Iran Makes It Official: Breaches Uranium Enrichment Ceiling

More Adventures In The Exciting World Of Negative-Yielding Debt And The Ultimate Oxymoron

July 6, 2019July 7, 2019

NIRP-ianâ„¢ insanity.

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2 Comments on More Adventures In The Exciting World Of Negative-Yielding Debt And The Ultimate Oxymoron

In Epically Brazen Move, Erdogan Ousts Central Bank Governor, Reminds Everyone Who Is In Charge

July 6, 2019July 6, 2019

“[I] don’t know why Erdogan does not just take the job himself”.

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6 Comments on In Epically Brazen Move, Erdogan Ousts Central Bank Governor, Reminds Everyone Who Is In Charge

Keep Rick Santelli In Your Prayers. He’s ‘Really Depressed’ That Everyone Thinks Judy Shelton Is A Joke

July 5, 2019July 5, 2019

“To invest that financial seed corn in the possibility of a greater harvest”.

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10 Comments on Keep Rick Santelli In Your Prayers. He’s ‘Really Depressed’ That Everyone Thinks Judy Shelton Is A Joke

Peak Cognitive Dissonance.

July 5, 2019July 6, 2019

“Rocket ships” and such.

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1 Comment on Peak Cognitive Dissonance.

Friday Rates ‘Unwind’ Underscores Risk Of Macro Crowding, Nomura’s McElligott Writes

July 5, 2019

Some “proper profit-taking”.

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3 Comments on Friday Rates ‘Unwind’ Underscores Risk Of Macro Crowding, Nomura’s McElligott Writes

CNN, Bloomberg, CNBC Entertain Regime Propagandists Kudlow, Navarro In Sad Friday Spectacle

July 5, 2019July 5, 2019

There is no sense in which any of this can be taken seriously anymore.

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6 Comments on CNN, Bloomberg, CNBC Entertain Regime Propagandists Kudlow, Navarro In Sad Friday Spectacle

Will The June Jobs Blowout Kill The ‘Easing, Easing, Easing’ Rally?

July 5, 2019July 5, 2019

Womp, womp.

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3 Comments on Will The June Jobs Blowout Kill The ‘Easing, Easing, Easing’ Rally?

Jobs Report Blows Past Highest Estimate, Wage Growth Still Cool, Unemployment Rate Ticks Higher

July 5, 2019July 5, 2019

Is good news “bad” news this time?

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3 Comments on Jobs Report Blows Past Highest Estimate, Wage Growth Still Cool, Unemployment Rate Ticks Higher

Make Or Break?

July 5, 2019July 5, 2019

“We think the sun is slowly setting on this cycle”.

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The ECB Will Soon Be Run By A Politician. Here’s What Christine Lagarde Has Said About Monetary Policy

July 4, 2019November 14, 2021

“Whatever it takes” forever.

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3 Comments on The ECB Will Soon Be Run By A Politician. Here’s What Christine Lagarde Has Said About Monetary Policy

And Now, Gibraltar Becomes A Flashpoint In The Iran Standoff

July 4, 2019

“We have detained the vessel and its cargo.”

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2 Comments on And Now, Gibraltar Becomes A Flashpoint In The Iran Standoff

Justin Amash Quits Republican Party On July 4, Quotes A Chillingly Prescient George Washington

July 4, 2019July 4, 2019

“The two-party system has evolved into an existential threat to American principles and institutions”.

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7 Comments on Justin Amash Quits Republican Party On July 4, Quotes A Chillingly Prescient George Washington

On Eve Of DC Military Parade, Trump Threatens To Bite Iran ‘Like Nobody Has Been Bitten Before’

July 3, 2019July 4, 2019

“Be careful, Iran”, Trump is armed with “Fireworks by Grucci”.

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6 Comments on On Eve Of DC Military Parade, Trump Threatens To Bite Iran ‘Like Nobody Has Been Bitten Before’

After Slapping ‘Abuser’ Vietnam With 400% Tariffs, Trump Tells ‘Manipulators’ China, Europe He’s No Dollar Dummy

July 3, 2019July 3, 2019

The White House worries America will “continue to be the dummies”.

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5 Comments on After Slapping ‘Abuser’ Vietnam With 4005 Tariffs, Trump Tells ‘Manipulators’ China, Europe He’s No Dollar Dummy

For Some, A Market ‘Melt-Up’ Is Now The Base Case

July 3, 2019July 3, 2019

The “melt-up” chatter is getting louder. 

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5 Comments on For Some, A Market ‘Melt-Up’ Is Now The Base Case

Good News! Italy Avoids Fiscal Persecution As Europe Calls Off The Dogs

July 3, 2019

“This is good news for Italy and for the euro area”.

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Epic Bond Rally Continues To Wow As German Yields Converge On ECB Depo Rate

July 3, 2019July 3, 2019

Who’s brave enough to fade this?

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5 Comments on Epic Bond Rally Continues To Wow As German Yields Converge On ECB Depo Rate

Déjà Vu All Over Again As China May Provide Relief To Trump’s ‘Great Patriot Farmers’

July 3, 2019July 3, 2019

A “difficult endeavor”.

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1 Comment on Déjà Vu All Over Again As China May Provide Relief To Trump’s ‘Great Patriot Farmers’

She’s No Stephen Moore, And He’s No Herman Cain, But Judy Shelton And Chris Waller Will Work, Trump Reckons

July 2, 2019July 3, 2019

“If it takes place at Mar-a-Lago that would be great”.

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3 Comments on She’s No Stephen Moore, And He’s No Herman Cain, But Judy Shelton And Chris Waller Will Work, Trump Reckons

And So, Christine Lagarde Will Try To Fill The Big Shoes

July 2, 2019July 2, 2019

Wish her luck, she has big shoes to fill.

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2 Comments on And So, Christine Lagarde Will Try To Fill The Big Shoes

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