Skip to content
Sunday, December 07, 2025
Heisenberg Report

Heisenberg Report

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

Category: NFP

Jobs Report Disappoints Bigly, Earnings Miss Too, Sending Dollar, Yields Lower

November 3, 2017November 3, 2017

Don’t worry, December is still in play.

Read More

Leave a Comment on Jobs Report Disappoints Bigly, Earnings Miss Too, Sending Dollar, Yields Lower

Trader: ‘Virtually No One Cares’

October 30, 2017

“Numbers have more and more immediate effect with little lasting impact.”

Read More

1 Comment on Trader: ‘Virtually No One Cares’

Everything But The Kitchen Sink: Full Week Ahead Preview

October 29, 2017October 29, 2017

Well, there’s not a lot going on in the week ahead and by that I mean there’s so much going on that you couldn’t plan for it even if you wanted to.

Read More

1 Comment on Everything But The Kitchen Sink: Full Week Ahead Preview

Goldman Raises December Rate Hike Odds After ‘Strong’ Payrolls Report

October 6, 2017

Bad news for stocks?

Read More

1 Comment on Goldman Raises December Rate Hike Odds After ‘Strong’ Payrolls Report

Jobs Report Misses Badly, Earnings Beats ‘Bigly’

October 6, 2017October 6, 2017

U.S. Sept. Nonfarm Payrolls Fell 33k
Avg. hourly earnings 0.5% m/m, est. 0.3%, prior 0.2%

Read More

Leave a Comment on Jobs Report Misses Badly, Earnings Beats ‘Bigly’

Choose Your Own Jobs Adventure! ‘Yields Need To Get Their Mojo Back – Or Else’

October 6, 2017

“The dollar needs the rise in US yields to get its mojo back – or else.”

Read More

Leave a Comment on Choose Your Own Jobs Adventure! ‘Yields Need To Get Their Mojo Back – Or Else’

Analysts Weigh In On What You Thought Was An Unambiguously Bad Jobs Report

September 1, 2017September 1, 2017

Ok, it’s time for everyone to try and read the tea leaves from the August

Read More

Leave a Comment on Analysts Weigh In On What You Thought Was An Unambiguously Bad Jobs Report

Manic Markets Reverse Jobs Knee-Jerk, But ‘There’s No Chance Of December Hike’

September 1, 2017September 1, 2017

You want a reason to be dovish, you’ve got one now.

Read More

3 Comments on Manic Markets Reverse Jobs Knee-Jerk, But ‘There’s No Chance Of December Hike’

Dollar, Yields Fall As Jobs Report Misses

September 1, 2017September 1, 2017

Well, it’s jobs day and there are a couple of ways you can approach the August print. 

Read More

4 Comments on Dollar, Yields Fall As Jobs Report Misses

Damned Data – Full Week Ahead Preview

August 27, 2017

Ok, so the overarching narrative for this week shouldn’t be materially different from last week

Read More

Leave a Comment on Damned Data – Full Week Ahead Preview

Presenting: Jobs And ‘Hope’ Versus The World

August 4, 2017

“Of course all other data – including housing and real estate, the industrial sector, the personal/household sector and retail & wholesale – generally speaking continue to disappoint.”

Read More

1 Comment on Presenting: Jobs And ‘Hope’ Versus The World

Trump Explains Jobs Beat: ‘Me’

August 4, 2017August 4, 2017

“…and I have only just begun.”

Read More

3 Comments on Trump Explains Jobs Beat: ‘Me’

Jobs Report Beats

August 4, 2017August 4, 2017

U.S. July Nonfarm Payrolls Rose 209k; Unemp. Rate at 4.3%

Avg. hourly earnings 0.3% m/m, est. 0.3%, prior 0.2%; Y/y 2.5%, prior 2.5% est. 2.4%

Read More

3 Comments on Jobs Report Beats

Jobs, Central Banks, & A Mushroom Cloud Over Pyongyang: Epic Week Ahead Preview

July 30, 2017July 30, 2017

Well, here’s hoping this week lives up to last week…

Read More

3 Comments on Jobs, Central Banks, & A Mushroom Cloud Over Pyongyang: Epic Week Ahead Preview

Jobs Report Beats, But Average Hourly Earnings Misses

July 7, 2017July 7, 2017

U.S. June Nonfarm Payrolls Rose 222k; Unemp. Rate at 4.4%

Avg. hourly earnings 0.2% m/m, est. 0.3%, prior 0.1%

Read More

Leave a Comment on Jobs Report Beats, But Average Hourly Earnings Misses

Yen, Pound Nosedive, BoJ Reminds You Who’s In Charge Here

July 7, 2017

Right, so first thing Thursday morning we noted that 10Y JGB yields had risen to

Read More

1 Comment on Yen, Pound Nosedive, BoJ Reminds You Who’s In Charge Here

Jobs Report, Chilled Urine, And Kashkari’s Rib Roast: Full Week Ahead Preview

July 2, 2017July 2, 2017

If you were following along last week, then you already know what to look for

Read More

Leave a Comment on Jobs Report, Chilled Urine, And Kashkari’s Rib Roast: Full Week Ahead Preview

Chart Of The Day: Retail Jobs “Gap” Now Widest Since Crisis

June 2, 2017

The “retail apocalypse” story has become so ubiquitous at this point that I’m reasonably sure

Read More

2 Comments on Chart Of The Day: Retail Jobs “Gap” Now Widest Since Crisis

Jobs Report Misses Bigly; Dollar, Yields Dive

June 2, 2017June 2, 2017

U.S. May Nonfarm Payrolls Rose 138k; Unemp. Rate at 4.3%
Avg. hourly earnings 0.2% m/m, est. 0.2%, prior 0.2%, Y/y 2.5%, prior 2.5% est. 2.6%

Read More

2 Comments on Jobs Report Misses Bigly; Dollar, Yields Dive

Here’s Your Last Chance To Preview Friday’s “All-Important” Jobs Report

June 2, 2017

Let’s “make average hourly earnings great again!”

Read More

1 Comment on Here’s Your Last Chance To Preview Friday’s “All-Important” Jobs Report

Nikkei Tops 20,000 On Batshit Crazy BoJ Balance Sheet; Global Stocks Rise Ahead Of Jobs

June 2, 2017

Well, the Nikkei crossed 20,000 for the first time since 2015 overnight. And really, why

Read More

oil, OPECLeave a Comment on Nikkei Tops 20,000 On Batshit Crazy BoJ Balance Sheet; Global Stocks Rise Ahead Of Jobs

Everything You Need To Know For The Week Ahead

May 28, 2017May 28, 2017

Well, it’s Sunday which means normally, you’d be thinking about Monday, but this weekend you

Read More

Leave a Comment on Everything You Need To Know For The Week Ahead

Jobs Report Beats

May 5, 2017May 5, 2017

U.S. April Nonfarm Payrolls Rose 211k; Unemp. Rate at 4.4%

Read More

Leave a Comment on Jobs Report Beats

Fed, Jobs, & France: Full Week Ahead Preview

April 30, 2017April 30, 2017

Ok, so who’s ready for next week? That’s right, today’s Sunday which means tomorrow is

Read More

Leave a Comment on Fed, Jobs, & France: Full Week Ahead Preview

After Frozen Jobs Report, Goldman Says Economy Still On F*cking Fire

April 10, 2017April 10, 2017

“We think the labor market is at full employment, with a risk of overheating over the next 1-2 years given our forecast for growth.”

Read More

1 Comment on After Frozen Jobs Report, Goldman Says Economy Still On F*cking Fire

Goldman Explains Jobs Disaster: “Weather” Word Count = 7

April 7, 2017

“Based on industry data and household survey details, we believe severe winter weather accounted for roughly half of the deceleration.”

Read More

1 Comment on Goldman Explains Jobs Disaster: “Weather” Word Count = 7

10Y Yields Hit YTD Lows After Miserable Jobs Number

April 7, 2017April 7, 2017

This was just about the last thing the reflation narrative needed following last night’s decision by the Trump administration to launch airstrikes against targets in Syria. Predictably, yields and the dollar are plunging with the 10Y yield hitting YTD lows.

Read More

3 Comments on 10Y Yields Hit YTD Lows After Miserable Jobs Number

Posts pagination

Previous 1 2 3 4 Next

Monthly Letter+

  • Bookkeepers

Recent Comments

  • derek on Year-End Stock Rally Has Green Light, Popular Strategist Says
  • Pyrognosis on Trump’s Plan B For Controlling The FOMC
  • John3D on Weekly: Dead End
  • DL on Weekly: Dead End

Monthly Letters

Bookkeepers

November 30, 2025November 30, 2025

Eternity

October 30, 2025October 30, 2025

Doomscroll

September 29, 2025September 29, 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.