Skip to content
Monday, November 09, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Weekly
  • Monthly Letters
  • Kitsch Register

Category: dollar

Seeking Redemption, Jerome Powell Blindsides Skeptics

January 30, 2019January 30, 2019

Is this what you wanted?

Read More

9 Comments on Seeking Redemption, Jerome Powell Blindsides Skeptics

The Thrill May Be Gone.

January 22, 2019January 22, 2019

The good mood has seemingly worn off.

Read More

4 Comments on The Thrill May Be Gone.

‘Bearish Positioning = Rally’: BofAML Fund Manager Survey Shows ‘Macro Crash’, ‘Inflection Point’

January 15, 2019January 15, 2019

And without further ado…

Read More

Leave a Comment on ‘Bearish Positioning = Rally’: BofAML Fund Manager Survey Shows ‘Macro Crash’, ‘Inflection Point’

Need Another Excuse To Short The Dollar? CTAs’ Extrapolated Longs Will Do!

January 14, 2019

Now if only Trump would let the government open…

Read More

3 Comments on Need Another Excuse To Short The Dollar? CTAs’ Extrapolated Longs Will Do!

Politics As Usual: Full Week Ahead Preview

January 13, 2019October 24, 2021

Risk on, but for how long?

Read More

oil4 Comments on Politics As Usual: Full Week Ahead Preview

Of Dollars And Yuan.

January 11, 2019January 11, 2019

What kind of dollar weakness are you, anyway?

Read More

Leave a Comment on Of Dollars And Yuan.

December Minutes Betray A ‘Patient’ Fed That May Hold Off On More Hikes

January 9, 2019January 9, 2019

Patience is a virtue.

Read More

4 Comments on December Minutes Betray A ‘Patient’ Fed That May Hold Off On More Hikes

Who’s Still Hungry (For Risk)?

January 7, 2019

All in all, not a bad day.

Read More

Leave a Comment on Who’s Still Hungry (For Risk)?

Fed Doves, Trade Hawks And Steel Walls: Full Week Ahead Preview

January 6, 2019January 7, 2019

The new week is coming.

Read More

7 Comments on Fed Doves, Trade Hawks And Steel Walls: Full Week Ahead Preview

As Trump’s Economic ‘Miracle’ Dies, Short Dollar Is En Vogue

January 6, 2019January 6, 2019

… I suppose the whole thing rests on who you want to fade.

Read More

3 Comments on As Trump’s Economic ‘Miracle’ Dies, Short Dollar Is En Vogue

Requiem For 2018: A Visual Retrospective

January 1, 2019October 24, 2021

At least we know what 2019’s consensus longs are.

Read More

oil6 Comments on Requiem For 2018: A Visual Retrospective

Screw It Dude, Let’s Go Bowling.

December 28, 2018October 23, 2021

Or golfing…

Read More

1 Comment on Screw It Dude, Let’s Go Bowling.

Holiday Psych Out: Market Nerves Frayed After Mnuchin Plunge Protection S.O.S.

December 24, 2018October 23, 2021

At least we know the ATMs won’t go dark.

Read More

2 Comments on Holiday Psych Out: Market Nerves Frayed After Mnuchin Plunge Protection S.O.S.

‘Suicide From The Ambush’: A Post-Mortem Of Thursday’s Midday Bloodbath On Wall Street

December 20, 2018December 20, 2018

“His presidency represents a rebellion of the hysterical person against his symbolic persona.”

Read More

7 Comments on ‘Suicide From The Ambush’: A Post-Mortem Of Thursday’s Midday Bloodbath On Wall Street

‘Plain English’ People, Do You Speak It?!

December 19, 2018October 23, 2021

Pulp Fiction, anyone?

Read More

15 Comments on ‘Plain English’ People, Do You Speak It?!

Fed Hikes, Defying Markets, Trump As Dot Plot Shifts, 2019 Growth Projected Lower

December 19, 2018December 19, 2018

Jerome Powell did not “feel the market.”

Read More

3 Comments on Fed Hikes, Defying Markets, Trump As Dot Plot Shifts, 2019 Growth Projected Lower

FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML

December 18, 2018October 23, 2021

What $694 billion in AUM has to say…

Read More

2 Comments on FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML

Fed Up: Full Week Ahead Preview

December 16, 2018December 17, 2018

No rest for the weary.

Read More

1 Comment on Fed Up: Full Week Ahead Preview

One Trader Is Pretty Sure ‘The Milkshake Trade’ Is Finished

December 12, 2018December 12, 2018

“I am about to embark on a reason to sell US assets, but make no mistake”…

Read More

2 Comments on One Trader Is Pretty Sure ‘The Milkshake Trade’ Is Finished

Nomura’s McElligott Delivers Unified Theory Of Pretty Much Everything, Calls For ‘Violent Short Squeeze’ In Stocks

December 10, 2018December 10, 2018

Any questions?

Read More

2 Comments on Nomura’s McElligott Delivers Unified Theory Of Pretty Much Everything, Calls For ‘Violent Short Squeeze’ In Stocks

The Best-Laid Plans: Full Week Ahead Preview

December 9, 2018December 9, 2018

“…often go awry.”

Read More

Leave a Comment on The Best-Laid Plans: Full Week Ahead Preview

As Trade Euphoria Turns To Confusion, Yuan Emerges As Big Winner From Truce

December 4, 2018December 4, 2018

You can stop worrying about a 7-handle – for now.

Read More

Leave a Comment on As Trade Euphoria Turns To Confusion, Yuan Emerges As Big Winner From Truce

Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview

December 2, 2018December 3, 2018

Strap in for a full docket.

Read More

oil3 Comments on Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview

The Mystery Of The Diverging Dollar Shortage Metrics

November 29, 2018

A week ago, we suggested the dollar funding squeeze was about to get worse. And it did. Sort of…

Read More

Leave a Comment on The Mystery Of The Diverging Dollar Shortage Metrics

Fed Minutes Tip Support For Modifying Hike Commitment, Presage Imminent IOER Tweak

November 29, 2018November 29, 2018

Just in case traders needed a bit more to ponder…

Read More

Leave a Comment on Fed Minutes Tip Support For Modifying Hike Commitment, Presage Imminent IOER Tweak

And So, Just After Lunch On November 28, The ‘Powell Put’ Was Born…

November 28, 2018October 20, 2021

I suppose the history books will read as follows…

Read More

3 Comments on And So, Just After Lunch On November 28, The ‘Powell Put’ Was Born…

Dovish Jerome Powell Walks It Back And The Market Loves It

November 28, 2018November 28, 2018

Is this what you were looking for?

Read More

3 Comments on Dovish Jerome Powell Walks It Back And The Market Loves It

Posts pagination

Previous 1 … 6 7 8 … 36 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • therealheisenberg on Weekly: Melodrama
  • John L on Buy The Dip? (Honeypot Training)
  • WMD on Buy The Dip? (Honeypot Training)
  • Wave Dash on Buy The Dip? (Honeypot Training)

Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.

Upgrade your subscription

Join institutional investors, analysts and strategists from the world's largest banks
Subscribe now for just $7

Already a subscriber? Log in here

Loading Comments...

You must be logged in to post a comment.