Heisenberg Report

Egregious financial and political snark

RBA

High Drama: Full Week Ahead Preview

Who’s ready for another week like last week?!

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February 4, 2018 in 10Y, aussie, BoE, dollar, Dow, FX, inflation, mark carney, pound, RBA, S&P 500.

What Could Go Wrong? Full Week Ahead Preview

Buckle up, this could be a bumpy ride.

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December 3, 2017 in 10Y, aussie, brexit, canada, central banks, DACA, dollar, Dreamers, erdogan, FX, lira, loonie, michael flynn, NFP, pound, RBA, S&P 500, turkey, yen.

Geopolitics & Wild Cards: Full Week Ahead Preview

Geopolitics is back in the spotlight to start the week.

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November 5, 2017 in aussie, dollar, erdogan, FX, geopolitics, iran, Mohammed bin Salman, oil, RBA, S&P 500, saudi arabia, trade.

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Writing about a subject is the best way to educate yourself about it, and when I flick through past work I remember how much they taught me, if no one else. Mainly they taught me that I didn’t know very much. But they also taught me that most other people didn’t know much either. Thus, some key themes which stand out include the illusory control of policy makers, the presumed knowledge of those looking to them to actively do good, the ease with which we fool ourselves, and how best to protect capital in the face of such unavoidable uncertainty. -- Dylan Grice

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