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Author: therealheisenberg
The Last Time BBBs Did This, Stocks Were At Record Highs
The latest from the “BBB apocalypse” saga.
Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day
“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”
One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’
“Our forecast appears to be validated.”
Trump Met With Putin Without Translator, Note-Taker Last Month – But Don’t Worry, Melania Was There
It’s not treason if your wife sees the whole thing, we suppose.
Presenting, One Bank’s ‘Refi Losers’
Domino effects.
‘Nobody Move, Nobody Gets Hurt’: Nomura’s McElligott Weighs In On Market ‘Standoff’ Ahead Of Key Events
For now, folks seem content to “rent” the risk rally.
As S&P Guns For Best January Since 1990, Risks Abound
Mind the land mines.
Maduro Faces Endgame In Venezuela
It’s almost over.
As Barr Waffles, Blumenthal And Grassley Vow ‘American People Will Have Access To The Full Story’ From Mueller
“Our legislation would guarantee that every Special Counsel does a report complete with findings and evidence – and that it be directly disclosed to Congress and the American people.”
Buybacks Of The ‘Highest Quality’ And More To Come (Says One Bank)
If you’re looking for a relatively positive narrative…
Trump Screams At ‘Gutless’ Howard Schultz, Says He Still Wants His Starbucks ‘Rent Money’, Though
Spoiler alert: Howard doesn’t care what Trump tweets.
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
Goldman Slashes Q1 US GDP Forecast (Again) Thanks To Shutdown
Well, the US is all set to get back to business this week…
In Brazen Move, EU Set To Officially Launch Iran SPV Designed To Circumvent Trump’s Sanctions
Now let’s see how Trump responds.
Obstacles To Trump’s Syria Plan Mount As Kurds Shelled, Israel Pushes Back
Donald Trump’s Syria plan is going “great”- in case you haven’t noticed.
Saudi Crown Prince Rinses Blood Off Hands, Asks For $425 Billion In Investment
After all, what’s a dismembered journalist among friends, right?
‘We Feel The Need To Shout About This Risk Even Louder’: Angels In Europe
Fallen angel risk, European style.
Cognitive Instability And The Fed’s ‘Addiction Liability’
“We are troubled with the opinions we have of things and not by the things themselves.”
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