Reactions to the Fed’s “hawkish” dot plot shift are still trickling in from all over
Author: therealheisenberg
Presenting “Truth Trump”
You know, I have seen (not to mention penned) some pretty damning indictments of dishonest
Assessing OPEC/Non-OPEC Production Cut Compliance
I’ve been skeptical about the OPEC/non-OPEC production cuts since day one. As I outlined earlier
The Dollar Has Become A “High Yielder”
We all know the USD has been on fire of late, thanks in no small
Daily Kickstart
Gold is up, 10Y yields are slightly lower, the dollar is marginally weaker against the
A Look Back At The Day That Was
For those who might have missed any of Thursday’s action or for anyone who just
Syria: There Is No “Right” Side
I’ll confess that I’m hopelessly torn when it comes to Syria’s five year old, bloody
2016 Performance Revisited And Deutsche’s 2017 Equity Outlook
As 2016 comes to a close with US risk on a veritable tear thanks to
Presenting Deutsche Bank’s “Visual Guide To The Fed”
No one ever accused the Fed of producing compelling reading material. For a group of
The Black Swans Cometh
Want to see something scary? Look no further than SocGen’s latest black swan chart, which
As Expected, Fed Hikes Rates (Here’s Everything You Need To Know)
Well, it was always all about the dots and we did get a little drama
Syrian Girl Tweets “Last Message”, Claims Assad Staging “Genocide”
Oh look, here’s one of those Syrian “bandits” (note the sarcasm) that are trapped in
Syrian Rebels Say Iran, Russia Already Breaking Aleppo Cease Fire As Civilians Attempt To Flee
Well, who could have predicted this? Just hours after a cease-fire was set to go
The Fed Can’t “Err Dovish”
For those of us who just can’t get enough when it comes to analysis of
Entire 2016 Election Wins “Lie Of The Year”
Well, the results are in for Politifact’s Readers’ Poll “Lie of the Year”, a competition
Goldman’s Guide To Investing In 2017
Over the course of the last week, I’ve brought you Goldman’s top trades and top
Won’t Take Much To Shift Fed Dots, UBS Says
Well, all eyes are on the Fed tomorrow, but by all accounts there’s really no
UN Accuses Russia, Assad Of “Wanton Slaughter” In Syria’s Aleppo
A couple of days ago, I noted that there were rumors of a cease fire
Oil Market To Slip Into Deficit With Cuts, IEA Swears
Ok, so everyone knows to be skeptical about the OPEC/non-OPEC production cuts, right? I mean
Hallelujah: Market Forecasts Converge With Fed Outlook
In case you haven’t noticed by now, Trump’s election and subsequent nod to fiscal stimulus
Daily Summary
For those who might have missed a beat or two today, here’s Bloomberg with everything
SocGen Previews Today’s Key 10Y Auction
As I highlighted this morning in the latest from Bloomberg’s Richard Breslow, this is an
Jack Bogle: Beware The Meteoric Rise Of ETFs
You know, ETFs aren’t as safe as they may seem. This became readily apparent in
A Quick Look At Monday’s Headlines
Here’s a quick look at some of today’s important headlines via Bloomberg: European, Asian stocks
OPEC Deal “Short-Term” Cut, Goldman Says
Were you holding your breath to find out what Goldman thinks about the prospects for
Russia To Let Syrian Rebels Flee Aleppo “Honorably”, Reuters Reports
Well this is rich. A day or so after swearing that the Russian contingent wouldn’t
Chinese Yuan Becomes 8th Most Traded Currency In The World
Earlier today, I brought you the latest from the BIS, the central bank for central
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