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Author: therealheisenberg

Dear Steve Mnuchin: Consider Yourself Sued For Not Turning Over Trump’s Tax Returns

July 2, 2019July 2, 2019

“Defendants have mounted an extraordinary attack on the authority of Congress.”

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5 Comments on Dear Steve Mnuchin: Consider Yourself Sued For Not Turning Over Trump’s Tax Returns

Peter Navarro Knows Just ‘What Has To Happen’ To Get The Dow To 30,000 ‘And Above’

July 2, 2019July 2, 2019

“What’s going to get us to Dow 30,000″…

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4 Comments on Peter Navarro Knows Just ‘What Has To Happen’ To Get The Dow To 30,000 ‘And Above’

15th Percentile S&P Futures Liquidity Is Potential Land Mine In Selloff

July 2, 2019

A familiar refrain.

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Saudi Arabia Goes Hunting For ‘Free Money’ In Europe

July 2, 2019July 2, 2019

Because why not?

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As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance

July 2, 2019July 2, 2019

Tasseography Tuesday!

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1 Comment on As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance

Just When You Thought It Was Safe, Tariff Man Strikes Again, Threatens Duties On $4 Billion In EU Goods

July 1, 2019July 2, 2019

The supplemental list includes items like frozen hams, fruit mixtures, coffee and uncooked pasta.

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5 Comments on Just When You Thought It Was Safe, Tariff Man Strikes Again, Threatens Duties On $4 Billion In EU Goods

Cautious Optimism.

July 1, 2019July 1, 2019

One thing’s for sure…

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oil, OPECLeave a Comment on Cautious Optimism.

‘The Biggest Risk Going Forward Is The Perverse Fed-Tariff Feedback Loop’, One Bank Warns

July 1, 2019July 1, 2019

“They could create an ever-escalating trade war”.

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Push Your Chips.

July 1, 2019July 1, 2019

Art of the walk-back.

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1 Comment on Push Your Chips.

Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction

July 1, 2019

The same old “force-in” narrative underpins the bull thesis. 

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2 Comments on Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction

That ‘Nuclear Blackmail’ Iran Wasn’t Doing Last Year Is Real Now Thanks To Trump

July 1, 2019July 1, 2019

Everyone warned the president that pulling out of the accord was a potentially disastrous idea.

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1 Comment on That ‘Nuclear Blackmail’ Iran Wasn’t Doing Last Year Is Real Now Thanks To Trump

Italian Yields Fall Below 2% For First Time Since Infamous Meltdown

July 1, 2019

What risk?

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Mainland Surge.

July 1, 2019November 14, 2021

Monday’s knee-jerk euphoria comes with all the usual caveats. 

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5 Comments on Mainland Surge.

Risk-On, But For How Long? The Data Is Dour

June 30, 2019June 30, 2019

Ultimately, the data continues to come in soft.

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3 Comments on Risk-On, But For How Long? The Data Is Dour

A Global Affair: Full Week Ahead Preview

June 30, 2019July 1, 2019

Everything is in play.

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oil, OPECLeave a Comment on A Global Affair: Full Week Ahead Preview

Trump On Stocks: ‘People Want This Thinking’ (Points To Own Brain)

June 30, 2019

“It’s unbelievable the sort of twilight zone that we’re living in”.

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1 Comment on Trump On Stocks: ‘People Want This Thinking’ (Points To Own Brain)

Winners, Losers And The Future Of The Trade War Post-G20

June 30, 2019November 9, 2021

“…any deal, if any, will likely be weaker than the 150-page ‘grand deal’”.

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1 Comment on Winners, Losers And The Future Of The Trade War Post-G20

Donald Trump’s Dictator Flattery Tour

June 30, 2019June 30, 2019

“I feel great”.

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5 Comments on Donald Trump’s Dictator Flattery Tour

Goldman: Huawei Retreat Is ‘Potential Unexpected Market-Friendly Outcome’

June 29, 2019June 29, 2019

“We’ll see what happens”.

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4 Comments on Goldman: Huawei Retreat Is ‘Potential Unexpected Market-Friendly Outcome’

‘Donald Trump Loves Turkey’: Erdogan Says US Won’t Sanction Turkey For S-400 Purchase

June 29, 2019June 29, 2019

“We have heard from [Trump] personally that this would not happen”.

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‘He’s Rolling In A Trojan Horse’: Trump’s Huawei Relent Draws Jeers From Schumer, Rubio, Kyle Bass

June 29, 2019June 30, 2019

“Trump might be rolling it into our gates”.

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1 Comment on ‘He’s Rolling In A Trojan Horse’: Trump’s Huawei Relent Draws Jeers From Schumer, Rubio, Kyle Bass

Putin, MBS Agree To Extend Oil Output Cuts, Making OPEC+ Meeting A Formality

June 29, 2019

And so, that’s that, it would seem.

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oil, OPECLeave a Comment on Putin, MBS Agree To Extend Oil Output Cuts, Making OPEC+ Meeting A Formality

China, Huawei, Stocks And Khashoggi: Highlights From Trump’s ‘Hot Show’ G20 Press Conference

June 29, 2019June 29, 2019

“And that’s very complex by the way.”

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3 Comments on China, Huawei, Stocks And Khashoggi: Highlights From Trump’s ‘Hot Show’ G20 Press Conference

Ceasefire 2.0: Trade Talks ‘Right Back On Track’ After Trump, Xi Have ‘Excellent’ G20 Meeting

June 29, 2019June 29, 2019

“As good as it was going to be”.

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3 Comments on Ceasefire 2.0: Trade Talks ‘Right Back On Track’ After Trump, Xi Have ‘Excellent’ G20 Meeting

At Bin Salman Breakfast, Trump Ignores Shouted Khashoggi Questions, Explains Kim Jong Un DMZ Offer

June 28, 2019June 29, 2019

“It’s good to get along”.

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5 Comments on At Bin Salman Breakfast, Trump Ignores Shouted Khashoggi Questions, Explains Kim Jong Un DMZ Offer

‘Not Enough’: While You Were Focused On Osaka, The More Important Meeting Was In Vienna

June 28, 2019June 28, 2019

“The decision has already been made”.

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4 Comments on ‘Not Enough’: While You Were Focused On Osaka, The More Important Meeting Was In Vienna

Good Luck ‘Keeping Your Head Above Water’: Almost Nothing Yields More Than 1% Across The Pond

June 28, 2019

To speak frankly. 

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3 Comments on Good Luck ‘Keeping Your Head Above Water’: Almost Nothing Yields More Than 13 Across The Pond

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