What happened to that long bond call, Mike? I’m just kidding. But BofA’s most prominent
Author: therealheisenberg
Behold: The Worst Consumer Sentiment Report Ever
Not surprisingly, the marquee gauge of consumer sentiment in the US printed what may as
The Banks Are Fine. But Expect ‘Considerable Turbulence’
Well, at least the banks are ok. For now. JPMorgan beat estimates and lifted its
Another Favorable US Inflation Report Lost To Trade War’s Fog
There was more good news on the inflation front in the US Friday, when PPI
Wharton Budget Model Projects Disastrous Hit To Families, GDP From Trump Tariffs
The math’s done. The verdict’s in. Tariffs are guilty as charged. On Thursday, the Penn
Scary Stuff
I hope you like excitement. Because these are exciting times. If you’re an adrenaline junkie,
Sir, Just To Confirm, Is A Depression Part Of The Plan Too?
If you’re curious, the fallout from “Liberation Day” triggered the biggest — which is to
Best US Inflation Report In Five Years Overshadowed By Tariffs
Good news. Unfortunately, it’s too stale to matter, because in a Donald Trump presidency, anything
Losing Everything
If the problem is that no one knows what US trade policy will be from
Trump Folds
Late last week, following the worst two-session slide for US equities since the financial crisis
A Direct Question
Whether you realized it or not, you just lived through the most important 10-year US
Trump’s ‘High People Idea’ Would Double Cost Of iPhones
Dave Chappelle’s in the news this week. As someone who was relatively young (I mean,
Shades Of Baghdad Bob As Bessent, Trump Deny US Bond Blaze
Scott Bessent on Wednesday tried to wave away some of the worst Treasury market turmoil
Tariffs Trigger Treasury Meltdown, Dollar ‘Close To Crisis’
Well, it’s upon us: The moment when higher US yields aren’t sufficient to attract buyers
Scott, My Friend, You May Have A Problem
There’s a burgeoning problem in USD rates and specifically in Treasurys. This is quickly becoming
Goldilocks And The Three Bears
“Structural.” You’ve probably heard that term bandied about a lot in recent days in the
Can We Get A Do-Over?
The White House on Tuesday afternoon said Donald Trump intended to go ahead with the
What If Trump Just Repudiates America’s Debt?
There are still no clear answers as to what happened to Treasurys to start the
What Just Happened To US Treasurys?
What happened to the US long-end on Monday? That was the question — or one
Ron Vara’s War And Trump’s Banana Republic
I was pleasantly surprised on Monday: Virtually no one whose job it is to weigh
With Apologies To Clown Shows…
Donald Trump on Monday threatened an incremental 50% tariff on China starting immediately if Beijing
Trump As ‘Human VVIX’: McElligott On The Meltdown
If you were wondering how Charlie McElligott celebrated “Liberation Day,” the answer is that he
Carnage. Utter Carnage
Monday was a God-awful session for equity benchmarks around the world. By “God-awful” I mean
US Stocks Saw Second Week Of Outflows In Tariff Unveil Lead-Up
If you were wondering, US equities saw more outflows in the lead up to “Liberation
‘Interesting’ Days!
It’s all about tariffs this week. That goes without saying. A benign scenario finds the
So…. Who’s Gonna Lie To Clients This Week?
This week better not go like last week. Seriously, it better not. If we all
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