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Author: therealheisenberg

China Cautions Banks Against ‘Herd Behavior’, Paving Way For Opaque Yuan Fixing ‘Adjustments’

August 7, 2018

If you’re looking for clues as to where the yuan goes next, watch the CCAF.

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Tuesday Brings Good News For China As Stocks Soar, July FX Reserves Post Surprise Gain

August 7, 2018August 7, 2018

A welcome reprieve.

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‘The Disconnect Between Fear And Reality Seems High’: Goldman Weighs In On China Stock Slump

August 6, 2018October 16, 2021

Of course it’s not all rainbows and unicorns.

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This Is ‘The Best Asset GMO Can Find’ By The Largest Margin They’ve ‘Ever Seen’

August 6, 2018October 16, 2021

It’s not without risks, of course.

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‘Safe Haven’ No More? It’s Been A Good Run For These Stocks, But…

August 6, 2018

“Capped” out?

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‘People Have Said P.T. Barnum!’ Trump’s Reality Distortion Loop Gets A New Dimension With TiVo Reruns

August 6, 2018August 7, 2018

“They don’t realize, it’s a lot of work. It’s not easy.”

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Turkey’s Currency Train Wreck Continues As Erdogan Commands Citizens To ‘Bring Out The Dollars’

August 6, 2018August 6, 2018

“Is the lira collapse over? Doubtful.”

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‘Liquidity Vanishes’ Is The New ‘Too Much Liquidity’

August 6, 2018October 16, 2021

“It’s not trade wars or an equity market correction that look to be keeping credit investors up at night”…

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As Chinese Stocks Careen Lower, Beijing Says Americans (And Especially Larry Kudlow) Have ‘Lost Their Minds’

August 6, 2018August 6, 2018

“Kudlow should understand China’s firm will.”

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Saudi Arabia, At Wit’s End With Badawi Debacle, Cuts Diplomatic, Trade Ties With Canada

August 5, 2018October 16, 2021

“The kingdom views the Canadian position as an affront to the kingdom.”

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Dog Days: Full Week Ahead Preview

August 5, 2018August 7, 2018

Trade, Japan, Turkey, rubles and so much more.

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With Rial In Free Fall, Iran Readies Emergency Measures On Eve Of U.S. Sanctions

August 5, 2018October 16, 2021

But don’t hold your breath for regime change.

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‘My Wonderful Son’ Don Jr.’s Meeting With Russians Was ‘Totally Legal’, Trump Inexplicably Shouts

August 5, 2018

The President doth protest too much, methinks.

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Trump On Sunday: The Press Are ‘Dangerous, Sick’ People ‘Who Can Cause War’

August 5, 2018August 6, 2018

“I am providing a great service.”

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Trump On Trade: Only ‘Screaming Foolish People’ Think Tariffs Won’t Make Us ‘Rich’

August 4, 2018August 6, 2018

“Tariffs are working far better than anyone ever anticipated”

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Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns

August 4, 2018August 4, 2018

“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”

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Mike Pompeo’s Twit Pics Aside, Secret U.N. Report Shows North Korea Has Not Stopped Nuclear Program

August 4, 2018October 16, 2021

We’re going to need more Elton John CDs.

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Erdogan Says Turkey Will Freeze Assets Of U.S. Ministers – “If They Have Any”

August 4, 2018August 5, 2018

“We were patient until last night.”

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In Major Blow To Trump Administration, Federal Judge Orders DACA Fully Restored

August 3, 2018August 3, 2018

“That ninety-day period has now expired.” 

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Forget Apple, This Is ‘The Correct $1 Trillion Question’

August 3, 2018

“Investors take note”…

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Clash Of The Titans: Goldman Takes The Other Side Of Morgan Stanley’s Tech Wreck Call

August 3, 2018October 16, 2021

Pick a side.

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Larry Kudlow, Proud Sycophant, Will Now Drown Us All In Economic MAGApropâ„¢

August 3, 2018August 3, 2018

Stop it, Larry. Please.

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Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%

August 3, 2018October 16, 2021

“The market has just been getting narrower and narrower.”

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China’s Friday Trade Ambush And FX Intervention: Everything You Need To Know

August 3, 2018October 16, 2021

Chess versus checkers.

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China Turns Down U.S. Demand To Cut Oil Imports From Iran, In Blow To Trump

August 3, 2018October 16, 2021

If what you’re asking is whether China is going to help isolate Tehran, the answer is “no”.

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Jobs Report: Headline Misses Lowest Estimate, Wage Growth Firm, Unemployment Rate Ticks Back Down

August 3, 2018October 16, 2021

MAGA?

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Dollar Delirium: A Quick Trip Through The Insanity Loop

August 2, 2018August 2, 2018

It’s maddening. It really, really is.

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