Category: central banks

by therealheisenberg September 13, 2018 6
albert edwards central banks Markets

10 Years After Lehman: Hubris

Pride and fall.

by therealheisenberg September 11, 2018 1
central banks dollar emerging markets fed growth Markets value

Tightening Tantrums, Cycle Highs And A Look Ahead To 2019

“From there, it’s about  October’s large Quantitative Tightening impulse”.

by therealheisenberg August 23, 2018 1
central banks dollar emerging markets FX liquidity Markets populism

Liquidity Drain And The ‘Still Playing Non-Stop Event Risk Cabaret’

The tide is going out.

by therealheisenberg August 9, 2018 Number of comments0
central banks deglobalization ECB fed fiscal stimulus globalization Markets populism

Pondering ‘The End Of Synchronized Everything’

And at the heart of it all…

by therealheisenberg August 4, 2018 2
central banks dollar economy fed jerome powell Markets

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

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

by therealheisenberg July 29, 2018 Number of comments0
BoE BOJ central banks dollar fed fomc Haruhiko Kuroda japan jerome powell jobs mark carney Markets NFP pound unemployment yen

Blockbuster: Full Week Ahead Preview

What summer lull?

by therealheisenberg July 28, 2018 2
BoE BOJ central banks ECB Markets money market

‘After A Decade’: With Central Banks At The Crossroads, A Look Back And Ahead

“Two roads diverged in a yellow wood.”

by therealheisenberg July 26, 2018 Number of comments0
central banks ECB euro europe mario draghi Markets

ECB Leaves It All Unchanged As Market Looks For Clues On What The Word ‘Summer’ Means

“It depends on what the meaning of the word ‘ is’ is.

by therealheisenberg July 21, 2018 3
central banks FX Markets trade

One Bank Goes There, Asks: ‘Could The Trade War Cause Another Great Depression?’

Incredulous. 

by therealheisenberg July 18, 2018 1
central banks ECB fed Markets

‘The Fed Is Destroying Money’: Revisiting The ‘Flow’ Versus ‘Stock’ Debate At A Critical Juncture

It’s the flow that counts. Never forget that.

by therealheisenberg June 21, 2018 Number of comments0
bonds central banks S&P 500 stocks trade

‘What A Difference A Quarter Makes’: Why One Bank Is Taking A ‘Glass Half Full’ Approach

“What gives”?

by therealheisenberg June 15, 2018 1
argentina brazil central banks emerging markets turkey

There’s A ‘Big Problem’ In Emerging Market Liquidity And Here It Is…

(Back) down the liquidity rabbit hole.

by therealheisenberg June 5, 2018 Number of comments0
algos central banks hft passive investing

Welcome To ‘The Age Of Fragility’

Enjoy your stay.

by therealheisenberg June 3, 2018 11
central banks ECB economy QE

Who Really Understands The Risks? It’s Probably Not Who You Think.

I think that gets it backwards.

by therealheisenberg May 25, 2018 4
10Y central banks commodities emerging markets fomc inflation italy S&P 500

‘This Screams Fed Tightening & Late Cycle’

One bank has a message for you…