Skip to content
Wednesday, March 11, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted
  • Weekly
  • Monthly Letters+

Category: ECB

Central Banks Have “Learned A Lesson”: “Silence Is Golden”

March 18, 2017

There’s been no shortage of speculation about whether the Fed “got what it wanted” out

Read More

Leave a Comment on Central Banks Have “Learned A Lesson”: “Silence Is Golden”

Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot

March 17, 2017March 17, 2017

Well, it’s quiet out there as an exceptionally eventful week (finally) winds down. As we

Read More

oil, OPEC2 Comments on Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot

A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense

March 16, 2017March 16, 2017

Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…

Read More

oil, OPEC2 Comments on A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense

A Good News Type Of Day

March 15, 2017March 15, 2017

Well damned if this wasn’t a good news type of day. We’d wager the only people

Read More

oilLeave a Comment on A Good News Type Of Day

Sneaky Ass Hawks

March 13, 2017

“We begin the new week with evidence that hawks are circling everywhere.”

Read More

Leave a Comment on Sneaky Ass Hawks

The First Week Of The Rest Of Your Life

March 13, 2017March 13, 2017

Welcome to the first week of the rest of your life. By now you all

Read More

oil, OPECLeave a Comment on The First Week Of The Rest Of Your Life

“WAM!” The “Holy Schatz” Mystery Is Solved

March 10, 2017March 10, 2017

Recall last month’s “holy Schatz!” drama. The front end of the German curve richened materially

Read More

Leave a Comment on “WAM!” The “Holy Schatz” Mystery Is Solved

“I Think It’s Safe To Say Everyone Will Take A Glass Half-Full Approach”

March 9, 2017

“I think it’s safe to say that given the current mood among traders, they will be squarely focused on the glass half-full elements rather than grasp at signs for temperance.”

Read More

Leave a Comment on “I Think It’s Safe To Say Everyone Will Take A Glass Half-Full Approach”

“Please Let There Be A Cute Girl There With Glitter” Or, Your Last Minute ECB Preview

March 9, 2017March 9, 2017

As Bloomberg notes, “while the ECB is unlikely to surprise today, the central bank meeting

Read More

Leave a Comment on “Please Let There Be A Cute Girl There With Glitter” Or, Your Last Minute ECB Preview

We Haven’t Seen This Since The Sovereign Debt Crisis

March 7, 2017

Whatever’s at work, it’s certainly manifesting itself in a variety of highly visible ways…

Read More

Leave a Comment on We Haven’t Seen This Since The Sovereign Debt Crisis

No Trouble In Little China And Nothing Doing In Oz

March 7, 2017March 7, 2017

It was a relatively quiet overnight session on the news front, although you wouldn’t know

Read More

Leave a Comment on No Trouble In Little China And Nothing Doing In Oz

WTF Chart Of The Day: “And Now For Something Even More Bizarre”

March 6, 2017

Well, I guess this is what happens when a central bank moves to corner the market on corporates just as swap spreads balloon wider on a flight to safety bid triggered by mounting political risk.

Read More

Leave a Comment on WTF Chart Of The Day: “And Now For Something Even More Bizarre”

Time To Put On Your Flatteners?

February 27, 2017

Ok, so this is worth noting. Recent richening in the German front end is alarming

Read More

Leave a Comment on Time To Put On Your Flatteners?

“Frexit”: Bank Runs, Deposit Blocks, Capital Controls. Any Questions?

February 25, 2017

“We have some experience in this domain: the example of Greece in the summer of 2015. That is not a happy precedent.”

Read More

Leave a Comment on “Frexit”: Bank Runs, Deposit Blocks, Capital Controls. Any Questions?

Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)

February 7, 2017February 7, 2017

The “big” news overnight should have been Chinese FX reserves just like China should be back

Read More

Leave a Comment on Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)

Daily Kickstart (French Kiss)

February 6, 2017February 6, 2017

“Let’s make it a bad souvenir”…

Read More

1 Comment on Daily Kickstart (French Kiss)

Daily Kickstart (ECB Preview; Why Did Tarzan And Suicide Squad Suck So Bad?)

January 19, 2017

It feels quiet out there on Thursday morning. On Wednesday, a fairly potent one-two punch

Read More

Leave a Comment on Daily Kickstart (ECB Preview; Why Did Tarzan And Suicide Squad Suck So Bad?)

Posts pagination

Previous 1 … 12 13

Monthly Letter+

  • 42

Recent Comments

  • Wave Dash on Will Oracle’s Cloud Growth Stanch The Bleeding?
  • Wave Dash on Canaries And Eye Candy From Inside The AI Bubble
  • intellectually bereft on Peace Through Fire And Fury
  • FuriousA on Peace Through Fire And Fury

Monthly Letters

42

March 6, 2026March 6, 2026

Resignation

January 30, 2026January 30, 2026

The Noriega Analogue

January 3, 2026January 3, 2026

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

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.
 

Loading Comments...
 

You must be logged in to post a comment.