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Author: therealheisenberg

Wednesday’s Trade Rumor Ramp Is Brought To You By WSJ And ‘Made In China 2025’

December 12, 2018December 12, 2018

Commence the daily trade rumor pump!

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Brexit Dumpster Fire Rages Apace As May Says Ousting Her When U.K. Is So Close To Realizing Worst Nightmare Would Be Tragic

December 12, 2018October 23, 2021

Another day, another crisis.

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As Huawei’s Meng Freed On Bail, Trump Says He May Intervene To Save Trade Deal

December 11, 2018October 23, 2021

“Whatever’s good for this country, I would do.”

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Jeff Gundlach, Bond King, ‘Unimpressed’ With Subjects

December 11, 2018October 23, 2021

Unfortunately, Jeff Gundlach held another one of his webcasts on Tuesday and as usual, it was a state-the-obvious-a-thon.

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Let’s Revel In The Glorious Train Wreck That Was Trump’s ‘Smocking’-Hot Meeting With Pelosi, Schumer

December 11, 2018December 11, 2018

“Smocking”-hot “covfefe.”

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Two Scoops Of Crazy: Insane Trump Border Wall Presser, WaPo China Bombshell Blindside Markets

December 11, 2018December 11, 2018

“I would be proud to shut it down.” And so much more.

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‘These Go To 11’: Nomura’s McElligott Doubles Down On ‘Powerful Blast Of Equities Upside’ Call

December 11, 2018December 11, 2018

Fresh off of Monday’s “a violent short squeeze” could be in the cards call…

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China Thinking About Slashing Tariffs On U.S.-Built Cars – Here’s The Irony…

December 11, 2018December 11, 2018

Trump doesn’t understand how any of this works – just a reminder.

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Another ‘Oh FFS’ Moment For Brussels: Macron ‘Yellow Vest’ Concessions Set Stage For Budget Battle

December 11, 2018October 23, 2021

Europe can’t catch a break.

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Here’s Some Color On Goldman’s March Fed Pause Call Because Some Folks Think This Is A Big Deal

December 10, 2018December 10, 2018

Throwing in the towel – sort of.

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Pondering Hedge Funds In The New Market Zeitgeist

December 10, 2018December 11, 2018

Where to now?

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Nomura’s McElligott Delivers Unified Theory Of Pretty Much Everything, Calls For ‘Violent Short Squeeze’ In Stocks

December 10, 2018December 10, 2018

Any questions?

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If You Don’t Count Everything, Nothing Went Wrong For European Stocks On Monday

December 10, 2018December 10, 2018

Draghi is going to need to pull out all his tricks on Thursday.

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Theresa May Opens Mouth, Says No-Deal Brexit Prep Now ‘Stepping Up’

December 10, 2018December 10, 2018

The brinksmanship here is getting dangerous.

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RBI’s Credibility Goes Up In Smoke As Urjit Patel Decides ‘Now’ Is As Good A Time As Any To Resign

December 10, 2018December 10, 2018

Undisclosed “personal” issues and such…

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Brexit Goes From Raging Dumpster Fire To Dunkirk

December 10, 2018October 23, 2021

Train wreck.

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The Best-Laid Plans: Full Week Ahead Preview

December 9, 2018December 9, 2018

“…often go awry.”

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Nick Ayers Pulls A Forrest Gump On Trump, Mnuchin Now In Running To Replace John Kelly

December 9, 2018October 23, 2021

Run away!

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‘Witching Hour’ FX Brexit Prep Conjures Ghosts Of Flash Crashes Past

December 9, 2018December 9, 2018

Fragility and such.

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Trump Is ‘Glued’ To The Stock Market -And He’s Running Out Of Excuses

December 9, 2018December 9, 2018

“…it’s amazing what happens when a businessman is allowed to run the economy.”

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China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens

December 9, 2018October 23, 2021

The U.S. has violated the “legitimate rights and interests of Chinese citizens”.

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3 Comments on China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens

China’s November Trade Data Proves Everyone Is Losing In Trump’s Trade War

December 8, 2018October 23, 2021

The “front-loading” just wore off.

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John Kelly Just Couldn’t Take It Anymore

December 8, 2018October 22, 2019

“I don’t know if I can say retiring”…

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‘Through The Looking Glass’: Aleksandar Kocic And The Fed In Convexity Wonderland

December 8, 2018April 18, 2020

“A new perspective on monetary policymaking in the post-crisis world.”

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From Tillerson To Barr To Mueller, A Mind-Bending Recap Of Trump’s Frantic Friday

December 7, 2018December 8, 2018

Friday started out like any other day for the Trump administration…

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It’s A Sad, Mad, Sad, Mad World.

December 7, 2018December 7, 2018

An unfortunate state of affairs.

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Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…

December 7, 2018January 8, 2022

A truly incisive critique from the Street’s most celebrated analyst.

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