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Author: therealheisenberg

Italy Is In Turmoil, So I Guess Everyone Will Start Talking ‘Contagion’ Now

October 19, 2018October 19, 2021

“Lo spread” fears are spreading.

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1 Comment on Italy Is In Turmoil, So I Guess Everyone Will Start Talking ‘Contagion’ Now

Revisiting The ‘Vicious’ Dollar Shortage Cycle

October 19, 2018

This isn’t all that complicated. 

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1 Comment on Revisiting The ‘Vicious’ Dollar Shortage Cycle

Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action

October 19, 2018January 23, 2022

“Many macro fundamental narratives were presented to explain the price action the past week, but”…

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5 Comments on Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action

‘He’s Asserting Himself’: King Salman Clips Crown Prince’s Wings As Khashoggi Crisis Spirals

October 19, 2018October 19, 2021

There is one way for King Salman to absolve Saudi Arabia in the Khashoggi murder overnight…

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2 Comments on ‘He’s Asserting Himself’: King Salman Clips Crown Prince’s Wings As Khashoggi Crisis Spirals

Chinese Stocks Close Week With Barnburner Session As Officials Jawbone The Bear

October 19, 2018October 19, 2018

Powerful mouths.

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Re-Emancipation Proclamation And The Re-Restriking Of The Fed Put

October 18, 2018October 18, 2018

The re-emancipation of markets is generally seen as desirable, but at what cost (figuratively and literally)?

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5 Comments on Re-Emancipation Proclamation And The Re-Restriking Of The Fed Put

Bolton, Kelly Get Into Screaming Match Over Trump’s Plan To Close U.S. Border

October 18, 2018October 19, 2021

Trump took Bolton’s side.

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1 Comment on Bolton, Kelly Get Into Screaming Match Over Trump’s Plan To Close U.S. Border

Saudi Arabia To Blame Gen. Ahmed al-Assiri For Khashoggi Murder In Effort To Clear Crown Prince

October 18, 2018October 19, 2018

Time to fall on your sword – or for a sword to fall on you.

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5 Comments on Saudi Arabia To Blame Gen. Ahmed al-Assiri For Khashoggi Murder In Effort To Clear Crown Prince

Dear Italy: You Now Stand Accused Of ‘Unprecedented’ Crimes Against Budget Discipline

October 18, 2018October 18, 2018

“We and the E.U. have different views on Italy’s policies.”

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2 Comments on Dear Italy: You Now Stand Accused Of ‘Unprecedented’ Crimes Against Budget Discipline

Deserting ‘Desert Davos’: Steve Mnuchin Pulls Out Of Saudi Conference Because ‘Bone Saws’ Or Whatever

October 18, 2018October 18, 2018

Steve’s a “no”.

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An Alive Alan Greenspan To Jerome Powell: ‘Earmuff’ Trump

October 18, 2018

“Max, can you earmuff it for me?”

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In Complete Coincidence, Air Force Lieutenant From Khashoggi Hit Team Dies In Car Crash: Turkish Media

October 18, 2018October 19, 2018

The Crown Prince “would do anything to get rid of evidence.”

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4 Comments on In Complete Coincidence, Air Force Lieutenant From Khashoggi Hit Team Dies In Car Crash: Turkish Media

Chinese Stocks On The Brink: Margin Calls, Yuan At 21-Month Nadir Spark Panic

October 18, 2018October 18, 2018

Where is the “National Team”?

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Peak Earnings?

October 17, 2018

As good as it gets.

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Treasury Declines To Name China The Currency Manipulator That Trump Swears They Are

October 17, 2018October 17, 2018

Don’t worry, China is still on @realDonaldTrump’s “manipulator” list.

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‘Biggest Threat’ To Trump Releases Minutes Of September Conspiracy Roundtable Event

October 17, 2018October 19, 2021

“A few participants expected that policy would need to become modestly restrictive for a time.”

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Glitchy Streaming.

October 17, 2018

“Buffering”…

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One More Reason Trump Will Be Loath To Turn On Saudi Arabia: U.S. Debt

October 17, 2018October 19, 2021

“Please fund our deficit.”

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oil, OPEC1 Comment on One More Reason Trump Will Be Loath To Turn On Saudi Arabia: U.S. Debt

‘When I Do This Job, I Listen To Music’: Horrific Details Of Khashoggi Murder Revealed

October 17, 2018October 19, 2018

“If you want to live, be quiet!”

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5 Comments on ‘When I Do This Job, I Listen To Music’: Horrific Details Of Khashoggi Murder Revealed

Mueller Said Preparing To Render Key Judgements On Collusion, Obstruction

October 17, 2018October 19, 2021

Could this be behind the President’s sour mood?

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2 Comments on Mueller Said Preparing To Render Key Judgements On Collusion, Obstruction

As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization

October 16, 2018

Remember, foreign investors are “free to do what they want to do.”

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Netflix Beat – Now Chill.

October 16, 2018October 16, 2018

Is this enough to make Tuesday’s rally sustainable?

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1 Comment on Netflix Beat – Now Chill.

The Usual Suspects And A Theory On Global Macro Funds

October 16, 2018

Selloffs following record highs should probably be viewed as some semblance of cathartic, but that’s not the way people think about things in the post-crisis world.

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Mohammed Bin Salman And Mike Pompeo Know How Important It Is To Cover Up Heinous Murders

October 16, 2018October 17, 2018

On Tuesday, the Jamal Khashoggi drama took yet another turn for the absurd.

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Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout

October 16, 2018

Who knows, maybe Netflix can turn the tide.

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Surprise! ETFs Dominated Tape During October Selloff, Because ‘Passive’ Investing, Ok?

October 16, 2018October 16, 2018

“Buy and hold.”

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Goldman, Morgan Square Off In Dueling Earnings Reports

October 16, 2018October 16, 2018

Compare and contrast.

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