I think I can probably sum up Wednesday with one sentence and one chart…
Author: therealheisenberg
Tuesday Chart Check (Bitcoin Edition)
Sure, many Chinese citizens are so desperate to move money out of the country that they’re
Two Thirds Of Americans Say Trump Should Stop Tweeting – For Good
“140 characters may not be enough to tell Donald Trump just how much Americans want him to knock off the tweeting.”
Trading Trump’s Coronation
There’s been nothing ambiguous about investors’ collective reaction to the election of Donald Trump. Once
John Kerry Slams Trump’s Twitter Addiction, Warns On “Rise Of Authoritarian Populism”
“Every country in the world better start worrying about authoritarian populism and the absence of substance in our dialogue.”
Liquidity Lapse: Don’t Say You Weren’t Warned
The liquidity picture for corporate cash bonds is looking increasingly ugly.
Tuesday Humor (Citi Cuts Goldman To Sell)
Them’s fightin’ words…
Tuesday Chart Check (Squeeze Please Edition)
Shaking out the shorts…
One Trader “Doesn’t Like What He Hears” From Fed Speakers
“But don’t they owe us a clear indication of what it would take to actually get March?”
Daily Kickstart (Go Home Lira, You’re Drunk Edition)
“There is still much uncertainty about how his exact economic agenda will look,” Commerzbank’s Thu Lan
Think The War In Syria Will End In 2017? Think Again.
Did you think the war in Syria (which is now coming up on its six year
Monday Humor: China Will Bring In Moody’s, S&P To Make Bond Market Safer
“With unaccounted-for risk in Chinese bonds dispersed widely, investors should hope global rating companies are allowed to dig deeper.”
Investment Grade Corporate Bond Sales Hit 17-Week High
On Sunday, I noted that the first week of January was a blockbuster for corporate
“A Permanent Output Loss”: One Bank Quantifies Likely Damage From Trump’s Trade Pissing Contests
A pervasive theme here at the Heisenberg Report is that Donald Trump’s determination to start
Sorry Mr. Trump, History Says Twitter Tantrums Won’t “Make America Great Again”
Let’s try, for now, to ignore how completely insane it is that the incoming President of the United States was up before dawn this morning tweeting about the relative merits of Meryl Streep’s acting skills and swearing that he didn’t intentionally make fun of a reporter for being disabled…
Monday Chart Check (Who Needs Liquidity Edition)
“Many market participants have argued that regulations such as the Supplementary Leverage Ratio (SLR) have made repurchase agreements (repos) more expensive for dealers, and that this in turn has hurt liquidity in the cash Treasury market.”
May Need To Ban Cash To Stop People From Getting Robbed At Night, Denmark Says
“A person will not have their entire life destroyed because someone has held a gun or a knife to their head.â€
Everything Is Fixed: Distressed Opportunities In HY Energy Magically Disappear
Now look, I know higher oil prices are welcome news for HY, but let’s not
Daily Kickstart (Currency Chaos Edition)
The pound gets pounded while the RMB remains volatile. The offshore yuan posted its largest two-day decline since last summer.
Sunday Chart Check (Who Wants To Be A Contrarian Edition)
Would you go against this grain?
Sunday Chart Check (Shock Absorber Edition)
One of the biggest stories of the past two months has been the sharp repricing
Blockbuster: Corporate, Bank Debt Sales Break Records In Busy First Week
How anxious are corporate management teams to get out ahead of Donald Trump’s inauguration? Very.
“Investors Focused On Tweets”: Trump Twitter Feed Now Market’s Main Catalyst
I’ve talked quite a bit lately about how surreal it is that we live (and
China Puts “Mr. Chen” Out Of Business
Capital flight from China is a hot topic these days. Indeed, this week’s overnight news
How Expensive Is The S&P 500?
The path to $130 is paved with pro forma gold and tax breaks.
Define Irony: Analysts Who Overestimated Stock Returns By 10% See 10% Gain Ahead For Very Same Stocks
As I think I’ve made abundantly clear by now, you should take analysts’ “projections” with a grain
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