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Author: therealheisenberg

From Vienna With Love: OPEC Delivers, But Cuts Unlikely To Please One ‘Strategist’

December 7, 2018December 7, 2018

Now commence the OPEC tweets.

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oil, OPEC3 Comments on From Vienna With Love: OPEC Delivers, But Cuts Unlikely To Please One ‘Strategist’

Jobs Report Misses Lowest Estimate, Wage Inflation Cools

December 7, 2018October 24, 2021

You wanted “dovish” data, here’s some.

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John Kelly Resignation Imminent (Again)

December 7, 2018October 24, 2021

Will he finally do it? Stay tuned.

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1 Comment on John Kelly Resignation Imminent (Again)

Here’s The Narrative – Now How Will November Payrolls Fit In?

December 7, 2018December 7, 2018

Tell me a story. And then fit this data into it.

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Trump Now Taking Hostages, Will Use Huawei CFO As ‘Leverage’ In Trade Talks

December 6, 2018December 7, 2018

This is a bad idea.

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Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker

December 6, 2018December 6, 2018

Let’s get to the real story from Thursday, ok?

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2 Comments on Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker

Here’s An OPEC Stalemate Rant.

December 6, 2018

Color me skeptical.

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oil, OPECLeave a Comment on Here’s An OPEC Stalemate Rant.

European Stocks Will Fall Most Since Brexit & U.K. Stocks Will Turn Negative For The Century, If It Pleases The Court…

December 6, 2018December 6, 2018

“Not good, not good.”

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2 Comments on European Stocks Will Fall Most Since Brexit & U.K. Stocks Will Turn Negative For The Century, If It Pleases The Court…

Nomura’s Charlie McElligott, Now Officially A Star, Delivers Sweeping Defense Of Infamous Tuesday CTA Crash Call

December 6, 2018December 6, 2018

Comin’ through!

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1 Comment on Nomura’s Charlie McElligott, Now Officially A Star, Delivers Sweeping Defense Of Infamous Tuesday CTA Crash Call

Here’s What You Need To Know About Thursday’s Farcical OPEC Meeting

December 6, 2018December 6, 2018

“… we’ve had no discussion with the U.S. on oil price levels.”

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oil, OPECLeave a Comment on Here’s What You Need To Know About Thursday’s Farcical OPEC Meeting

Chinese Shares Not Amused With S&P Futures Crash, Huawei Arrest

December 6, 2018December 6, 2018

It all started with an overnight plunge in S&P futures…

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2 Comments on Chinese Shares Not Amused With S&P Futures Crash, Huawei Arrest

‘China Will Take Hostages’: Huawei CFO Arrest Grabs Top Billing For Nervous Markets

December 5, 2018

“…the tension between the two sides is rapidly escalating.”

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7 Comments on ‘China Will Take Hostages’: Huawei CFO Arrest Grabs Top Billing For Nervous Markets

What’s Behind The Flash Crash In S&P Futures?

December 5, 2018October 24, 2021

Liquidity appears to be a problem.

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5 Comments on What’s Behind The Flash Crash In S&P Futures?

A Behind-The-Scenes Look At The Great November Oil Collapse

December 5, 2018

If you’re in the mood for more CTAs and gamma effects, you’re in luck.

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oil, OPECLeave a Comment on A Behind-The-Scenes Look At The Great November Oil Collapse

As OPEC Tips Production Cut, Trump Reminds Saudis He Doesn’t ‘Want Or Need’ Higher Oil Prices

December 5, 2018

Will the cartel tempt fate?

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oil, OPEC1 Comment on As OPEC Tips Production Cut, Trump Reminds Saudis He Doesn’t ‘Want Or Need’ Higher Oil Prices

‘Sad Nonsense’: A ‘Whodunit?’ Guide To Tuesday’s Wall Street Mayhem

December 5, 2018December 5, 2018

Line up the usual suspects.

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hedge funds2 Comments on ‘Sad Nonsense’: A ‘Whodunit?’ Guide To Tuesday’s Wall Street Mayhem

As ‘Tariff Man’ Doubles Down, Chinese Domestic Demand May Be Kryptonite

December 4, 2018December 4, 2018

“…we will be charging major tariffs.”

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Don’t ‘Lock Him Up!’ Mueller ‘Pardons’ Michael Flynn, Thanks Him For ‘Substantial Assistance’

December 4, 2018October 24, 2021

Unfortunately, the “best” parts are redacted.

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Post-Mortem.

December 4, 2018December 4, 2018

It’s autopsy time.

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1 Comment on Post-Mortem.

Ban Bond Trading: Curve Inversions & The Reality Distortion Loop Of Reverse-Engineered Growth Slowdowns

December 4, 2018December 4, 2018

“Why are you wearing that stupid trader suit?”

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3 Comments on Ban Bond Trading: Curve Inversions & The Reality Distortion Loop Of Reverse-Engineered Growth Slowdowns

On Wall Street: Midday Massacre

December 4, 2018December 4, 2018

So much for the G20 bounce.

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6 Comments on On Wall Street: Midday Massacre

Trump Enters Phone Booth, Opens Twitter, Emerges As ‘Tariff Man’

December 4, 2018December 4, 2018

“Remember”…

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6 Comments on Trump Enters Phone Booth, Opens Twitter, Emerges As ‘Tariff Man’

‘Cash Is Better Than Stocks For The First Time In A Decade’: ‘TINA’ Now Suffering Daily Beatings

December 4, 2018December 4, 2018

Let’s go over this for the hundredth time.

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As Trade Euphoria Turns To Confusion, Yuan Emerges As Big Winner From Truce

December 4, 2018December 4, 2018

You can stop worrying about a 7-handle – for now.

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Why The ‘Ill-Conceived’ Trade War Must End, According To Marko Kolanovic

December 3, 2018December 4, 2018

Searching for the elusive “pot of gold.”

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3 Comments on Why The ‘Ill-Conceived’ Trade War Must End, According To Marko Kolanovic

Larry Kudlow’s ‘Front Burner Hot List’ And Other Highlights On Trade Truce Monday

December 3, 2018

“…kind of on the front burner, hot list.”

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Marko Kolanovic Critiques ‘Uptick In Negative Market News’, Weighs In On Trade, Fed, 2019 Outlook

December 3, 2018October 24, 2021

“This view has a simple logical mistake”…

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2 Comments on Marko Kolanovic Critiques ‘Uptick In Negative Market News’, Weighs In On Trade, Fed, 2019 Outlook

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