Skip to content
Tuesday, May 13, 2025
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted+
  • Weekly+ (NEW)
  • Monthly Letters+
  • Shop

Category: emerging markets

Argentina Imposes Currency Controls As End Game Beckons

September 1, 2019September 1, 2019

And the crisis worsens.

Read More

3 Comments on Argentina Imposes Currency Controls As End Game Beckons

Trump Isn’t The Only One Hoping King Dollar Will Take A Breather

August 31, 2019August 31, 2019

The sooner the better.

Read More

Leave a Comment on Trump Isn’t The Only One Hoping King Dollar Will Take A Breather

Turkey Ties Bank Reserve Requirements To Loan Growth, Lira Sinks

August 19, 2019August 19, 2019

This is expected to release nearly $3 billion in liquidity to the market, according to a statement. 

Read More

Leave a Comment on Turkey Ties Bank Reserve Requirements To Loan Growth, Lira Sinks

Hong Kong Goes From Bad To Worse As Property Shares Dive Into Bear Market Amid Airport Upheaval

August 13, 2019August 13, 2019

It is just a matter of time.

Read More

2 Comments on Hong Kong Goes From Bad To Worse As Property Shares Dive Into Bear Market Amid Airport Upheaval

A Canary Dies In The Coal Mine As Singapore Says Economy May Flatline

August 12, 2019August 13, 2019

If it’s foreboding economic indicators you’re looking for…

Read More

Leave a Comment on A Canary Dies In The Coal Mine As Singapore Says Economy May Flatline

2 Simple Reasons Why US Assets Are Now More Vulnerable To Volatility In China’s Currency

August 12, 2019August 12, 2019

This was always the risk.

Read More

Leave a Comment on 2 Simple Reasons Why US Assets Are Now More Vulnerable To Volatility In China’s Currency

In Argentina: Total Meltdown

August 12, 2019August 12, 2019

“All the pollsters have failed”.

Read More

1 Comment on In Argentina: Total Meltdown

Race To The Bottom Intensifies As Trio Of Surprise Rate Cuts Ripple Across Markets

August 7, 2019August 7, 2019

There’s just no other way to put it. 

Read More

Leave a Comment on Race To The Bottom Intensifies As Trio Of Surprise Rate Cuts Ripple Across Markets

Perfect Storm: And The World’s New Worst Performing Stock Market Is…

August 6, 2019August 6, 2019

On the bright side…

Read More

Leave a Comment on Perfect Storm: And The World’s New Worst Performing Stock Market Is…

‘The Meltdown Phase Is Here’, One Bank Warns, After Shock Yuan Plunge

August 5, 2019August 5, 2019

“There is probably more pain to come”.

Read More

Leave a Comment on ‘The Meltdown Phase Is Here’, One Bank Warns, After Shock Yuan Plunge

Turkey’s Recently Decapitated Central Bank Gives Erdogan Massive Rate Cut

July 25, 2019July 25, 2019

Markets were on edge headed into today’s CBT meeting.

Read More

3 Comments on Turkey’s Recently Decapitated Central Bank Gives Erdogan Massive Rate Cut

Turkey Dodges US Sanctions Bullet As Local Stocks Head Into 2nd Bull Market Of 2019

July 18, 2019July 18, 2019

Teflon Tayyip?

Read More

Leave a Comment on Turkey Dodges US Sanctions Bullet As Local Stocks Head Into 2nd Bull Market Of 2019

For Some Emerging Markets, It’s Time To Cut While The Cuttin’s Good

July 18, 2019July 18, 2019

South Korea and Indonesia cut rates as the Fed opens door to EM easing.

Read More

Leave a Comment on For Some Emerging Markets, It’s Time To Cut While The Cuttin’s Good

Erdogan Plays With Fire, Promises Rate Cuts As US Said Ready To Announce Sanctions In S-400 Spat

July 14, 2019July 14, 2019

“You can’t keep a good autocrat down”.

Read More

Leave a Comment on Erdogan Plays With Fire, Promises Rate Cuts As US Said Ready To Announce Sanctions In S-400 Spat

‘This Story Is So Incredible’: Erdogan Gets His S-400s As Turkey Dares Trump To Pull Sanctions Trigger

July 12, 2019

Trump effectively blessed this in Osaka.

Read More

2 Comments on ‘This Story Is So Incredible’: Erdogan Gets His S-400s As Turkey Dares Trump To Pull Sanctions Trigger

‘The Leopard Never Changes Its Spots’: Turkey Given Benefit Of Doubt, But Optimists Learn Hard Lesson (Again)

July 8, 2019July 8, 2019

Any questions?

Read More

Leave a Comment on ‘The Leopard Never Changes Its Spots’: Turkey Given Benefit Of Doubt, But Optimists Learn Hard Lesson (Again)

In Epically Brazen Move, Erdogan Ousts Central Bank Governor, Reminds Everyone Who Is In Charge

July 6, 2019July 6, 2019

“[I] don’t know why Erdogan does not just take the job himself”.

Read More

6 Comments on In Epically Brazen Move, Erdogan Ousts Central Bank Governor, Reminds Everyone Who Is In Charge

‘Donald Trump Loves Turkey’: Erdogan Says US Won’t Sanction Turkey For S-400 Purchase

June 29, 2019June 29, 2019

“We have heard from [Trump] personally that this would not happen”.

Read More

Leave a Comment on ‘Donald Trump Loves Turkey’: Erdogan Says US Won’t Sanction Turkey For S-400 Purchase

Stocks In Vietnam Slide Most In Three Months After Trump Calls Country ‘Single Worst Abuser Of Everybody’

June 27, 2019

The Vietnam question.

Read More

1 Comment on Stocks In Vietnam Slide Most In Three Months After Trump Calls Country ‘Single Worst Abuser Of Everybody’

‘The One-Man Rule Should Come To An End’: In Turkey, Democracy Lives

June 23, 2019November 9, 2021

“For the first time in a long time, I am very happy and proud for my country.”

Read More

1 Comment on ‘The One-Man Rule Should Come To An End’: In Turkey, Democracy Lives

Oh Well, There’s Always Crypto…

May 13, 2019

“…at least optically.”

Read More

Leave a Comment on Oh Well, There’s Always Crypto…

Crazy Like A Fox?

May 10, 2019May 10, 2019

A fine line…

Read More

3 Comments on Crazy Like A Fox?

With Stocks In Free Fall, Turkey’s Monetary Policy Descends Into Farce

May 9, 2019November 6, 2021

Soft, rubber mallets.

Read More

Leave a Comment on With Stocks In Free Fall, Turkey’s Monetary Policy Descends Into Farce

Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate

April 29, 2019April 29, 2019

“For what it’s worth”…

Read More

1 Comment on Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate

Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros

April 6, 2019April 6, 2019

“[There are] two key signals from this quarter’s survey”…

Read More

1 Comment on Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros

One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’

February 20, 2019October 26, 2021

“…we should pay attention to this stuff.”

Read More

1 Comment on One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’

The World Has A New ‘Most Crowded Trade’ – And The Same ‘Biggest Tail Risk’

February 12, 2019

For the first time in survey history…

Read More

2 Comments on The World Has A New ‘Most Crowded Trade’ – And The Same ‘Biggest Tail Risk’

Posts pagination

Previous 1 2 3 … 13 Next

Monthly Letter+

  • Dope

Weekly+

  • An Uninformed Decision

Recent Comments

  • John3D on What The US-China Trade Truce Means For The Fed
  • John3D on ‘Only Incompetent, Not Totally Insane’
  • Xeger on The Pros Were ‘Glum.’ Then Geneva Happened
  • Jeff Rudd on Tell That To Rain Man

Monthly Letters

Dope

May 3, 2025May 9, 2025

The Great Depression

March 31, 2025March 31, 2025

The Devil’s Greatest Trick

March 1, 2025March 12, 2025

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

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2025.
 

Loading Comments...
 

You must be logged in to post a comment.