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Author: therealheisenberg

There’s Blood In The Water For Emerging Markets – Again

August 30, 2018August 30, 2018

It’s not over.

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‘Say Hello To My Little Friend!’ Argentina Hikes Key Rate To Cartoonish 60% As Peso Breaches 40

August 30, 2018October 15, 2021

Spoiler alert: It probably won’t work.

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2 Comments on ‘Say Hello To My Little Friend!’ Argentina Hikes Key Rate To Cartoonish 602 As Peso Breaches 40

‘Epic’ Highs, FOMO And An October QT Hangover

August 30, 2018

A momentum surge and then, a quantitative tightening “triple-whammy”.

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1 Comment on ‘Epic’ Highs, FOMO And An October QT Hangover

‘We’re Willing If You Are’: Europe Calls Trump’s Bluff On Zero Car Tariffs

August 30, 2018August 30, 2018

“That’s what we learned at the Wharton School of Finance”…

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Author Of Study Trump Cited In Google Attack Says Trump Is Wrong In Op-Ed

August 30, 2018October 15, 2021

“As a conservative who tends to be rather libertarian on tech issues, I beg to disagree.”

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Trump Says Anyone Who’s Still Alive In Puerto Rico ‘Appreciates The Fantastic Job’ He Did After Hurricane

August 29, 2018August 30, 2018

“Most of the people appreciate what we’ve done.”

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As Yuan Turns More Volatile Than Euro, Turnover Soars

August 29, 2018August 29, 2018

“Avoid herd behavior.”

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Argentina’s Peso Crashes As Macri Asks IMF To Hurry Up With More Bailout Money

August 29, 2018August 29, 2018

That wasn’t what the market wanted to hear.

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Volatility Trade Has A Catch-22 Feel To It These Days, Analysts Say

August 29, 2018August 29, 2018

Good luck.

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Meanwhile, In Turkey …

August 29, 2018

“In case you were wondering whether the news is getting any better for Turkey, the answer is ‘no.'”

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R.I.P. Irony: Italy Will Ask ECB To Create New QE Program In Anticipation Of E.U. Budget Fight

August 29, 2018August 29, 2018

“If the ECB covers you, markets can’t speculate because they don’t make money.”

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2 Comments on R.I.P. Irony: Italy Will Ask ECB To Create New QE Program In Anticipation Of E.U. Budget Fight

Don McGahn, White House Counsel, To Be Replaced By Clinton Impeachment Lawyer

August 29, 2018October 15, 2021

Don McGahn’s job is done here.

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‘I Think The Fix Is In’: Trump Said To Discuss Firing Jeff Sessions With Lawyers, Aides

August 28, 2018October 15, 2021

“I wouldn’t trust this president to put someone in place [who] wouldn’t an hour after he’s sworn in fire Mueller.”

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Deconstructing Trump’s Google Conspiracy Theory

August 28, 2018August 29, 2018

Familiar tactics.

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Steve Mnuchin Isn’t Worried About The Yield Curve – ‘At All’

August 28, 2018

“It’s a market condition.”

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Goldman Says You People Are Reading Powell’s Jackson Hole Speech All Wrong

August 28, 2018August 28, 2018

“No. We disagree.”

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Google Now In Trump’s Crosshairs As Larry Kudlow Says White House ‘Investigating’ Search Bias

August 28, 2018August 28, 2018

Move over Amazon, Trump has a new target.

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Trump Says Google Is ‘Illegally Rigged’ After Googling Himself

August 28, 2018October 15, 2021

“This is a very serious situation-will be addressed!”

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Northern Exposure: What Wall Street Thinks Of Trump’s NAFTA Replacement Deal

August 27, 2018August 28, 2018

“On its face, the US negotiating stance appears to create some risk for Canada.”

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Good News! Farmers Can Start Signing Up For Soybean Welfare Next Week

August 27, 2018August 28, 2018

“Unjustified retaliation”

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Trump Strikes Trade Deal With Mexico, Renames NAFTA

August 27, 2018August 27, 2018

“We’ll get rid of the Nafta name.”

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Tennessee’s State Retirement System Feels The Pain As Turkey ETF Crashes 50%

August 27, 2018August 27, 2018

“Inflammatory and stupid”.

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4 Comments on Tennessee’s State Retirement System Feels The Pain As Turkey ETF Crashes 504

Italy’s Populist Champion Salvini Will Do Two Things: Kidnap 150 People, Veto E.U. Budget

August 27, 2018October 15, 2021

“…it’s time to cut financing to a useless entity.”

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One Bank Says U.S. Midterms Will Spark Emerging Market Rally And Then…

August 27, 2018

Expect a reprieve, but beware 2019.

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House Flipping: GOP Quietly Ponders ‘Coming Hell’ After November

August 26, 2018October 15, 2021

Is the White House prepared? In a word: “No”.

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Psychological Overhang: Full Week Ahead Preview

August 26, 2018

U.S. politics and trade are likely to dominate the headlines this week.

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BIS: Trump’s Trade Policies Could Create ‘Perfect Storm’, Cause Global Financial Crisis

August 26, 2018August 26, 2018

“Protectionism could set off a succession of negative consequences. If all the elements were to combine, we could face a perfect storm.”

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