Skip to content
Saturday, November 14, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Weekly
  • Monthly Letters
  • Kitsch Register

Category: trade

What’s Next In The US-China Trade Standoff?

May 11, 2019May 11, 2019

“It’s very simple!”

Read More

13 Comments on What’s Next In The US-China Trade Standoff?

‘Tariff Man’ Unleashes Wild China Tweetstorm, Deletes It All, Tweets It Again

May 10, 2019May 10, 2019

“Just sit back and watch!”

Read More

14 Comments on ‘Tariff Man’ Unleashes Wild China Tweetstorm, Deletes It All, Tweets It Again

Trading Trade And A ‘Spiral Away From Equilibrium’

May 8, 2019

“What if markets do not understand how policymakers will respond?”

Read More

1 Comment on Trading Trade And A ‘Spiral Away From Equilibrium’

‘The Real Surprise Is That It Took Trump Until Sunday To Blow Up’: Trade Outlook Sours Further As Details Of Rift Emerge

May 8, 2019May 8, 2019

Slowly but surely, a more complete picture is emerging of what went wrong between the US and China.

Read More

4 Comments on ‘The Real Surprise Is That It Took Trump Until Sunday To Blow Up’: Trade Outlook Sours Further As Details Of Rift Emerge

Watching, Waiting

May 7, 2019May 7, 2019

Minutes to midnight (Friday).

Read More

Leave a Comment on Watching, Waiting

The Best-Laid Plans: Wall Street Weighs What Could Go Wrong With Trump’s China Gamble

May 6, 2019May 6, 2019

“While that may well be the plan”…

Read More

1 Comment on The Best-Laid Plans: Wall Street Weighs What Could Go Wrong With Trump’s China Gamble

Goldman Doubles Odds Of Auto Tariffs, Calls Trump’s Trade Tantrum ‘Significant Shift’

May 6, 2019May 6, 2019

“This development has incrementally negative implications for the outlook.”

Read More

2 Comments on Goldman Doubles Odds Of Auto Tariffs, Calls Trump’s Trade Tantrum ‘Significant Shift’

‘No!’ Trump Ruins Your Weekend, Says He’ll Restart Trade War With China On Friday

May 5, 2019May 5, 2019

“The 10% will go up to 25% on Friday.”

Read More

10 Comments on ‘No!’ Trump Ruins Your Weekend, Says He’ll Restart Trade War With China On Friday

The Only Thing To Fear Is (Tariff) Fear Itself

April 20, 2019April 20, 2019

“This was a momentum shock, not a structural slowdown.”

Read More

1 Comment on The Only Thing To Fear Is (Tariff) Fear Itself

Nobody Cares About Trump’s Trade Deal Anymore

April 17, 2019April 17, 2019

Sell the news, baby. Sell the news.

Read More

5 Comments on Nobody Cares About Trump’s Trade Deal Anymore

A New ‘Problem’ Emerges In US-China Trade Talks

April 16, 2019April 16, 2019

And now, more absurdity.

Read More

2 Comments on A New ‘Problem’ Emerges In US-China Trade Talks

FOCMO And ‘The Art Of The Threat’

April 15, 2019April 15, 2019

“Or to spell it out”…

Read More

1 Comment on FOCMO And ‘The Art Of The Threat’

Trade-Offs.

April 6, 2019April 8, 2019

“No one should be surprised.”

Read More

1 Comment on Trade-Offs.

Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’

April 4, 2019October 10, 2019

“I would think within the next four weeks, or maybe less, maybe more, whatever…”

Read More

1 Comment on Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’

Sorry, But Clete Willems Needs To Focus A Little More On His Family And A Little Less On This Trade War

March 22, 2019March 22, 2019

Allegedly.

Read More

3 Comments on Sorry, But Clete Willems Needs To Focus A Little More On His Family And A Little Less On This Trade War

Boeing 737 Debacle Could Delay US-China Trade Deal

March 19, 2019March 19, 2019

If China was looking for an excuse…

Read More

1 Comment on Boeing 737 Debacle Could Delay US-China Trade Deal

Trump’s Mar-a-Lago Trade Ceremony With Xi Delayed As Both Sides Get Cold Feet

March 14, 2019March 14, 2019

“Womp, Womp”.

Read More

Leave a Comment on Trump’s Mar-a-Lago Trade Ceremony With Xi Delayed As Both Sides Get Cold Feet

Fearing Stock Market, ‘Legendary’ Dealmaker Said To Hurry Deal Along

March 6, 2019March 6, 2019

“The art of the ‘let’s hurry up and get this done'”.

Read More

3 Comments on Fearing Stock Market, ‘Legendary’ Dealmaker Said To Hurry Deal Along

Trump Tells India, Turkey He’s Fed Up With Helping ‘World’s Poorest Countries Climb Out Of Poverty’

March 5, 2019September 21, 2019

“Stable genius” strikes again.

Read More

6 Comments on Trump Tells India, Turkey He’s Fed Up With Helping ‘World’s Poorest Countries Climb Out Of Poverty’

Deal Or No Deal?

March 4, 2019March 4, 2019

Win, lose or draw?

Read More

2 Comments on Deal Or No Deal?

Trump Officials Prepping ‘Final Trade Deal’ Amid WTO Win, Huawei Drama, Xi Summit Plans

February 28, 2019

Are we there yet? Maybe!

Read More

3 Comments on Trump Officials Prepping ‘Final Trade Deal’ Amid WTO Win, Huawei Drama, Xi Summit Plans

Sideshow Bob (Lighthizer).

February 27, 2019October 26, 2021

“…and again I say ‘if’.”

Read More

1 Comment on Sideshow Bob (Lighthizer).

Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks

February 24, 2019February 25, 2019

Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping

Read More

2 Comments on Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks

Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event

February 22, 2019February 23, 2019

“…the question is an interesting one.”

Read More

5 Comments on Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event

As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again

February 22, 2019February 22, 2019

If you’re looking to point fingers at anyone for currency “manipulation”…

Read More

1 Comment on As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again

Different Day, Same Set Of Hopelessly Entangled Narratives

February 21, 2019February 21, 2019

Who can untangle this massive strand of Christmas lights?

Read More

2 Comments on Different Day, Same Set Of Hopelessly Entangled Narratives

As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again

February 19, 2019February 19, 2019

Back to the insanity loop.

Read More

2 Comments on As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again

Posts pagination

Previous 1 … 10 11 12 … 25 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Engineer on Weekly: God Risk Realized
  • hackpoet on Weekly: God Risk Realized
  • TebbyFresh on Weekly: God Risk Realized
  • therealheisenberg on Weekly: God Risk Realized

Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.

Upgrade your subscription

Join institutional investors, analysts and strategists from the world's largest banks
Subscribe now for just $7

Already a subscriber? Log in here

Loading Comments...

You must be logged in to post a comment.