FX – Heisenberg Report

by therealheisenberg May 14, 2019 3

China dollar fed FX Markets yuan

‘Game Over, We Win!’ No Pressure Or Anything, But Trump Wouldn’t Mind If Fed Did A Little Competitive Easing

“If the Federal Reserve ever did a ‘match'”.

by therealheisenberg May 13, 2019 0

economy fed FX Markets yuan

Trade, Fed Policy And Recession: It’s Complicated

“We’ll let you know in about three or four weeks”.

by therealheisenberg May 13, 2019 2

China csi 300 FX Markets yuan

Only The Dead Have Seen The End Of (Trade) War

“…will only get worse.”

by therealheisenberg May 12, 2019 1

dollar FX lira Markets turkey yuan

‘Big League’ Drama: Full Week Ahead Preview

Barring something (else) out of left field, the week ahead will be dominated by trade jitters.

by therealheisenberg May 10, 2019 2

China FX lira Markets shanghai composite yuan

Desperate Times…

… call for desperate measures.

by therealheisenberg May 5, 2019 0

China FX Markets yuan

China Considers Canceling Trade Talks, Yuan Dives, PBoC Announces Targeted RRR Cut

On the “bright” side…

by therealheisenberg April 29, 2019 1

dollar emerging markets fed fomc FX Markets

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

“For what it’s worth”…

by therealheisenberg April 28, 2019 0

economy europe fed fomc FX Markets

Not ‘Cutting’ It: Full Week Ahead Preview

Powell back on the hot seat.

by therealheisenberg April 25, 2019 1

FX Markets south korea

The ‘Dollar Liquidity Shortage’ Story Is Back

Buckle up?

by therealheisenberg April 25, 2019 0

erdogan FX lira Markets turkey

‘This Is Much Worse Than Expected’: Analysts (Still) Struggling To Come To Terms With The Reality Of Erdogan

“Policy has gone off the rails.”

by therealheisenberg April 25, 2019 0

FX krona Markets sweden

We’re All Japan Now: Riksbank Edition

“…our interest rate path, policy rate path speaks its own language.”

by therealheisenberg April 24, 2019 0

dollar FX Markets

Long Live The ‘King’? Defiant Dollar Bedevils Doubters

Hindsight is 20/20.

by therealheisenberg April 18, 2019 0

FX lira Markets turkey

‘Oh Financial Times! What Do You Know’: Erdogan Furious As World Discovers Central Bank Lying About Reserves

“[We are] under attack by Western media outlets”.

by therealheisenberg April 14, 2019 0

bonds China csi 300 FX Markets stocks

Data Dependent: Full Week Ahead Preview

Good news is good news (again), but that means the flipside holds, too.

by therealheisenberg April 8, 2019 1

erdogan FX lira Markets turkey

Meanwhile, In Turkey…

“There is stealing from the boxes.”