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Author: therealheisenberg

As Iran’s Oil Production Plunges, Traders Come Around To Sanction Reality

October 10, 2018October 10, 2018

Traders are a bit surprised at just how determined the Trump administration is to lay waste to the Iranian economy.

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oil, OPEC3 Comments on As Iran’s Oil Production Plunges, Traders Come Around To Sanction Reality

Good News: Norway’s $1 Trillion Wealth Fund Is Getting Fresh Cash Injections

October 9, 2018

There’s nothing like oil money.

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Trump: ‘The Fed Doesn’t Need To Go So Fast’ On Rate Hikes

October 9, 2018October 9, 2018

“I like to stay uninvolved with Fed chair Jerome Powell.”

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3 Comments on Trump: ‘The Fed Doesn’t Need To Go So Fast’ On Rate Hikes

Meanwhile, In Turkey: Toothpaste Police

October 9, 2018October 19, 2021

Tragicomedy.

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1 Comment on Meanwhile, In Turkey: Toothpaste Police

Nikki Haley Resigns As Trump’s UN Ambassador, But Don’t Worry, Everything Is Fine, Ok?!

October 9, 2018October 10, 2018

“[She’s] done a fantastic job and we’ve done a fantastic job together”.

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2 Comments on Nikki Haley Resigns As Trump’s UN Ambassador, But Don’t Worry, Everything Is Fine, Ok?!

Don’t Look Now, But The Chinese Yuan Just Staged A Massive Coup In Global Reserves

October 9, 2018October 9, 2018

De-dollarization anyone?

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Italian Stocks On Precipice Of Bear Market As Tria Fails To Put Out Fire

October 9, 2018October 9, 2018

An unenviable position.

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‘There Are Clouds On The Horizon’: Why The IMF Just Slashed Their Global Growth Outlook

October 9, 2018October 9, 2018

“…to the detriment of all.”

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2 Comments on ‘There Are Clouds On The Horizon’: Why The IMF Just Slashed Their Global Growth Outlook

European High Yield Faces Two-Headed Hydra From Italy, EM FX

October 8, 2018October 19, 2021

There are so many self-referential dynamics in play here that it will make your head spin.

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1 Comment on European High Yield Faces Two-Headed Hydra From Italy, EM FX

Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?

October 8, 2018October 19, 2021

“Leadership is definitely concerned.”

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1 Comment on Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?

Amid Momo, Growth Rout, Google Gets Bad News

October 8, 2018October 8, 2018

Here comes more regulatory scrutiny.

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1 Comment on Amid Momo, Growth Rout, Google Gets Bad News

And Now, Everybody Will Buy Everything Related To Brazil …

October 8, 2018October 19, 2021

Who’s excited?!

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3 Comments on And Now, Everybody Will Buy Everything Related To Brazil …

Don’t Look Now, But Turkish Banks Are On Fire (In A Good Way)

October 8, 2018October 8, 2018

Pray the Brunson deal doesn’t fall through

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Holiday Hangover: No Sign Of National Team As Chinese Shares Dive With Yuan

October 8, 2018

Truly harrowing.

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Fuggedaboutit: Italian Stocks, Bonds Bludgeoned Again As Salvini, Di Maio Defiant

October 8, 2018October 19, 2021

“We are against the enemies of Europe”.

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Enter The Dragon: Full Week Ahead Preview

October 7, 2018October 19, 2021

Here comes China.

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Trump Now Proud Owner Of Largest Deficit Since 2012 And All-Time Record For Most Interest Paid In A Year

October 7, 2018

Nowhere is the GOP’s shameless dereliction of duty more readily apparent than in U.S. fiscal policy.

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3 Comments on Trump Now Proud Owner Of Largest Deficit Since 2012 And All-Time Record For Most Interest Paid In A Year

Turkey’s Erdogan Doesn’t Need No Stinkin’ IMF, ‘Hopes’ Saudis Didn’t Kill Missing Journalist

October 7, 2018October 19, 2021

“As president, I am pursuing.”

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China Delivers RRR Cut, Unleashing 1.2 Trillion Yuan In Liquidity

October 7, 2018

The policy divergence between the Fed and the PBoC just got wider. 

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Mohammed Bin Salman May Have Sent Hit Squad To ‘Murder’ Journalist Khashoggi In Turkey

October 6, 2018October 8, 2018

“We believe that the murder was premeditated and the body was subsequently moved out of the consulate.”

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2 Comments on Mohammed Bin Salman May Have Sent Hit Squad To ‘Murder’ Journalist Khashoggi In Turkey

Brett Kavanaugh Confirmed To Supreme Court Amid Protests, National Outcry

October 6, 2018October 19, 2021

“I want to thank the mob.”

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14 Comments on Brett Kavanaugh Confirmed To Supreme Court Amid Protests, National Outcry

Crossing The Rubicon On Global Bond Yields

October 6, 2018October 19, 2021

“The cost of global capital would rise further”…

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A Terrible Trio Of Margin Headwinds For 2019

October 6, 2018

A triple threat.

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3 Comments on A Terrible Trio Of Margin Headwinds For 2019

30° Of Separation And Cheshire Cat’s Revenge

October 6, 2018October 19, 2021

“We’re all mad here”.

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2 Comments on 30° Of Separation And Cheshire Cat’s Revenge

Susan Collins Saves Kavanaugh Nomination, But At What Cost?

October 5, 2018October 7, 2018

The fact that Kavanaugh’s fate was ultimately decided by a woman would have been poetic justice. But…

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8 Comments on Susan Collins Saves Kavanaugh Nomination, But At What Cost?

‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk

October 5, 2018

As ever, the risk is that we get “proof” that fears of an inflation shock are not entirely unfounded.

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2 Comments on ‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk

Republicans Lose Murkowski During Kavanaugh Cloture Vote, All Eyes On Collins Announcement

October 5, 2018October 5, 2018

Down to the wire.

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