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Author: therealheisenberg

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

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

December 9, 2018December 9, 2018

Fragility and such.

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

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

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

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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6 Comments on John Kelly Just Couldn’t Take It Anymore

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

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

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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16 Comments on Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…

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

Posts pagination

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