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Author: therealheisenberg

The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View

October 31, 2018

Down the rabbit hole with the world’s most dovish central bank.

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4 Comments on The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View

Jamal Khashoggi ‘Strangled’, Dismembered ‘As Soon As’ He Entered Saudi Consulate, Turkey Says

October 31, 2018October 18, 2021

The announcement serves to ratchet up the pressure on the Saudi monarchy.

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Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print

October 31, 2018October 31, 2018

This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.

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If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…

October 31, 2018October 18, 2021

“This is unsustainable.”

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4 Comments on If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…

‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme

October 31, 2018October 31, 2018

On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.

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2 Comments on ‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme

In This Market, ‘Fear’ Has A Split Personality

October 30, 2018October 18, 2021

The strange case of Dr. Jekyll and Mr. Hyde.

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2 Comments on In This Market, ‘Fear’ Has A Split Personality

Jacob Wohl Implicated In Jack Burkman Scheme To Pay Women For False Mueller Accusations

October 30, 2018October 31, 2018

Just when you thought things couldn’t possibly get any stupider…

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A British Associate Of Jack Burkman Asks You To Make Unfounded Allegations Against Robert Mueller: What Do You Do?

October 30, 2018October 31, 2018

“He knew exactly how much credit card debt I had, right down to the dollar, which sort of freaked me out.”

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This ‘Freakout’ Isn’t The ‘Big One’ – That Comes Later: Nomura’s McElligott

October 30, 2018October 30, 2018

The ‘main event’ comes in 2019.

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5 Comments on This ‘Freakout’ Isn’t The ‘Big One’ – That Comes Later: Nomura’s McElligott

Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’

October 30, 2018January 8, 2022

“…there is an elevated risk of market reversion into year-end.”

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3 Comments on Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’

Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check

October 30, 2018October 18, 2021

“I strongly suggest voting Democrat.”

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1 Comment on Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check

Italian Economy Flatlines In Third Quarter, Turning Screws On Populists

October 30, 2018October 30, 2018

There’s more bad news for Italy.

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‘It’s In The Process’: Trump Says He’ll End Birthright Citizenship With Executive Order

October 30, 2018October 30, 2018

“It’ll happen.”

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‘Rather Than Catching A Falling Knife’: One Bank Says It’s Not Yet Time To Buy

October 29, 2018

Why it would “be prudent” to wait on full capitulation.

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‘They Are Deploying With Weapons’: Pentagon Sends 5,200 Troops To Confront Migrant Caravan

October 29, 2018October 30, 2018

“As we sit right here today we have about 800 soldiers who are on their way.”

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End Of An Era: Analysts Weigh In On Angela Merkel

October 29, 2018October 18, 2021

This is, frankly, an unfortunate development to the extent you view Merkel as the guardian of a Western democratic order that is under siege on a daily basis.

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Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)

October 29, 2018October 29, 2018

The worry is stagflation. 

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1 Comment on Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)

Why One Goldman Analyst Thinks ‘Something’s Gotta Give’

October 29, 2018

“Shaky foundations.”

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Chinese Stocks Have A New Biggest Worry: Plunging Liquor

October 29, 2018October 18, 2021

Go home, Kweichow Moutai, you’re drunk.

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Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge

October 29, 2018October 18, 2021

“Shock and disbelief”.

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Trying Times: Full Week Ahead Preview

October 28, 2018October 29, 2018

It can’t possibly be as bad as last week, right?

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One Bank Warns ‘Things Ain’t Like They Used To Be’ For U.S. Treasurys

October 28, 2018October 28, 2018

Times are changing.

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1 Comment on One Bank Warns ‘Things Ain’t Like They Used To Be’ For U.S. Treasurys

Why Now?

October 28, 2018

Of bubble dynamics and ultimate ironies.

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‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’

October 27, 2018October 27, 2018

The Fed doesn’t see things the way you do anymore.

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1 Comment on ‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’

The Fed Is Increasing The Deductible Of Your Insurance

October 27, 2018October 18, 2021

On the bright side, there’s a logic to the Fed’s strategy.

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Goldman Doesn’t Think It’s Time To Panic. Here’s Why…

October 27, 2018

Who’s in the mood for some “don’t panic, the fundamentals are sound” analysis on Saturday?

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Khashoggi Fiancée Hatice Cengiz Explains Why She Declined Trump’s White House Invitation

October 26, 2018October 28, 2018

No thank you.

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