“No, no.”
Author: therealheisenberg
After October Selloff, One Bank’s Clients Are The Most Underweight U.S. Stocks Since January
Make America first again?
Surprise! GOP Completely Blindsided By Trump’s ‘Major Tax Cut’ Pledge
“There is no chance of such a plan passing.”
China Engineers Mammoth Monday Stock Rally
Let’s hope this lasts, because if 2015 is any guide…
Drivers Wanted: Full Week Ahead Preview
Pick a catalyst, any catalyst.
European Commission To Reject Italy’s Draft Budget On Tuesday
“Solemn” indeed.
Volatile Saudi Stocks In Spotlight As Khashoggi Drama Undermines Foreign Investor Confidence
So much for transparency.
‘I’ll Bring Out The Military’: Is Trump Hoping For A Border Clash With Migrant Caravan?
“Some bad people started the caravan.”
More Tax Cuts, Midterms And The History Of ‘Exogenous Macro Shocks’
Remember, prediction markets haven’t been the best guide over the past several years.
‘MbS Had No Knowledge’: Saudi Sources Now Claim Crown Prince Was Clueless In Khashoggi Murder
“People familiar with the investigation”…
Saudi Arabia Confirms Jamal Khashoggi Death, Blames ‘Fist Fight’
What? You don’t believe them?
Moody’s Downgrades Italy, Outlook Is Stable
And so it begins.Â
Italy Is In Turmoil, So I Guess Everyone Will Start Talking ‘Contagion’ Now
“Lo spread” fears are spreading.
Revisiting The ‘Vicious’ Dollar Shortage Cycle
This isn’t all that complicated.Â
Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action
“Many macro fundamental narratives were presented to explain the price action the past week, but”…
‘He’s Asserting Himself’: King Salman Clips Crown Prince’s Wings As Khashoggi Crisis Spirals
There is one way for King Salman to absolve Saudi Arabia in the Khashoggi murder overnight…
Re-Emancipation Proclamation And The Re-Restriking Of The Fed Put
The re-emancipation of markets is generally seen as desirable, but at what cost (figuratively and literally)?
Bolton, Kelly Get Into Screaming Match Over Trump’s Plan To Close U.S. Border
Trump took Bolton’s side.
Saudi Arabia To Blame Gen. Ahmed al-Assiri For Khashoggi Murder In Effort To Clear Crown Prince
Time to fall on your sword – or for a sword to fall on you.
Dear Italy: You Now Stand Accused Of ‘Unprecedented’ Crimes Against Budget Discipline
“We and the E.U. have different views on Italy’s policies.”
An Alive Alan Greenspan To Jerome Powell: ‘Earmuff’ Trump
“Max, can you earmuff it for me?”
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