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Author: therealheisenberg

‘This Is Driven By The Mood Swings Of A Single Man’: One Bank Marvels At ‘Total, Trumpian Uncertainty’

June 8, 2019June 8, 2019

“Trumpian uncertainty is total uncertainty.”

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5 Comments on ‘This Is Driven By The Mood Swings Of A Single Man’: One Bank Marvels At ‘Total, Trumpian Uncertainty’

Goldman Interviews Michael Pillsbury, The China Hawk Who Captivated Trump’s ‘Very, Very Large Brain’

June 8, 2019June 8, 2019

“If I was President’s Trump campaign manager”…

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3 Comments on Goldman Interviews Michael Pillsbury, The China Hawk Who Captivated Trump’s ‘Very, Very Large Brain’

Trump Is ‘Pleased To Inform You’ He Was Just Kidding About Those Mexico Tariffs

June 7, 2019June 8, 2019

The farce is complete.

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5 Comments on Trump Is ‘Pleased To Inform You’ He Was Just Kidding About Those Mexico Tariffs

One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again

June 7, 2019November 9, 2021

“This is a major relapse”.

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4 Comments on One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again

Strategy Or Dumb Luck? Nobody Knows

June 7, 2019June 7, 2019

We may have been duped.

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1 Comment on Strategy Or Dumb Luck? Nobody Knows

Nomura’s McElligott Asks: What Happens To The Rates Trade If Trump Really Is Playing ‘4D Chess’?

June 7, 2019June 7, 2019

It’s a big ‘IF’, but…

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5 Comments on Nomura’s McElligott Asks: What Happens To The Rates Trade If Trump Really Is Playing ‘4D Chess’?

Italian Bonds Are On Fire

June 7, 2019November 9, 2021

Meanwhile…

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Jobs Report Misses Lowest Estimate Boosting Rate Cut Bets

June 7, 2019June 7, 2019

This will only make the easing calls grow louder.

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5 Comments on Jobs Report Misses Lowest Estimate Boosting Rate Cut Bets

German Economy Gets More Bad News

June 7, 2019June 7, 2019

Germany can’t catch a break.

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A ‘Tremendous’ Yi Gang Sends Yuan Plunging To Weakest Since November

June 7, 2019June 7, 2019

“We have plenty of room in interest rates.”

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Trump To Declare New National Emergency To Implement Mexico Tariffs, Draft Declaration Shows

June 6, 2019June 7, 2019

“The Government of Mexico has failed to take sufficient action”…

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6 Comments on Trump To Declare New National Emergency To Implement Mexico Tariffs, Draft Declaration Shows

Pence Throws Cold Water On Mexico Talks, Says Tariff Man Still Running On Schedule

June 6, 2019June 6, 2019

“Our position has not changed.”

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3 Comments on Pence Throws Cold Water On Mexico Talks, Says Tariff Man Still Running On Schedule

Just Call It A Coin Flip: 40% Chance Trump Slaps Europe With Auto Tariffs, Goldman Warns

June 6, 2019November 9, 2021

The whole thing is now maddeningly reflexive.

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1 Comment on Just Call It A Coin Flip: 40% Chance Trump Slaps Europe With Auto Tariffs, Goldman Warns

Warren, Six Other Senators Demand Jerome Powell Investigate Trump Deutsche Bank Transactions

June 6, 2019June 6, 2019

“This is a test of the Fed’s independence.”

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2 Comments on Warren, Six Other Senators Demand Jerome Powell Investigate Trump Deutsche Bank Transactions

Draghi Leaves The Bazooka In The Box

June 6, 2019June 6, 2019

Consider this underwhelming.

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ECB Enhances Forward Guidance, Pushes Rate Hike Out At Least Through First Half Of 2020

June 6, 2019June 6, 2019

Lower forever.

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China’s ‘Nasdaq’ Dives Into Bear Market As Beijing Prods Local Governments To Unleash Stimulus

June 6, 2019June 6, 2019

We’re gonna need more stimulus.

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1 Comment on China’s ‘Nasdaq’ Dives Into Bear Market As Beijing Prods Local Governments To Unleash Stimulus

First Day Of Mexico Talks Ends With No Deal As Trump Says Proposals ‘Not Nearly Enough!’

June 5, 2019November 9, 2021

Mexico tried, and failed.

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‘Maybe Trump Is A Genius After All’

June 5, 2019June 6, 2019

The eternal question: Is he crazy like a fox?

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17 Comments on ‘Maybe Trump Is A Genius After All’

As Ford Lands In China’s Crosshairs, Corporate America Holds Its Breath

June 5, 2019June 5, 2019

“I’m hoping that doesn’t happen”.

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3 Comments on As Ford Lands In China’s Crosshairs, Corporate America Holds Its Breath

Peter Navarro Versus The Worst ADP Report In Nine Years

June 5, 2019June 5, 2019

“Congress has failed as an institution.”

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Nomura’s Charlie McElligott And The ‘Grabby Squeeze’

June 5, 2019June 5, 2019

“There’s not a lot to debate here”.

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EU Officially Comes For Italy

June 5, 2019November 9, 2021

“We’re not concerned.”

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MAGA! Farmer Sentiment Crashes To Trump-Era Low, Foxconn Sends US Jobs To Mexico

June 4, 2019June 5, 2019

More tragicomedy.

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Not-So-Lonesome Doves.

June 4, 2019June 4, 2019

If there was a message to be heard, it was received loud and clear.

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‘We Think It’s Going To Get Worse’: Another Bank Throws In Towel, Calls For Fed Cuts, Slashes Growth Outlook

June 4, 2019June 4, 2019

“We are once again forced to chop our forecasts”.

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‘Tariff Man’ Braces For Veto-Proof Kryptonite As Republicans Balk At Mexico Gamble

June 4, 2019June 4, 2019

“Oh I don’t think they will do that.”

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