Normally, my sentiments with regard to markets align pretty closely with those of former FX trader and Bloomberg contributor Richard Breslow. Not this morning.
Category: Trump
Western Democracy’s Last Stand: Merkel Versus Trump
The irony in all of this is that should Merkel lose the battle, the savior of Western democratic ideals may well end up being a communist…
15 Things We Learned About Donald Trump From His Interview With The Times
“People don’t want to have other people coming in & destroying their country”…
This Is What It’s Come To In America
“Fake news: Michigan GOP elector didn’t choose suicide over voting for Trump.”
Sunday Humor (Scottish TV Guide Edition)
“After a long absence, The Twilight Zone returns”…
Is The Market Turning On The Man In The Blonde Wig?
And now, back to our regularly scheduled programming…
China: We’ll “Fight Against Protectionism,” Lead “Global Governance” Push
Beijing is making a concerted effort to present China as the new champion of global governance. To the extent Trump believes he’s undercutting the Chinese, he’s actually creating a kind of power vacuum that Xi Jinping is more than happy to fill.
Dear Donald: You’re Not Hamilton And We’re Not Living In 1791
Since the election, these pages have been awash with commentary suggesting that the incoming Trump
“Trading On Faith” Has Its Limits
“With tangible details on most of these policies still missing, the market’s capacity to advance driven purely by faith is now showing its limits.”
Heresy! Don’t Doubt The Narrative
It seems like I’ve been chained to this damn keyboard writing about 10Y yields and
Meet Steve Patterson. He Just Made $500 Trading Trump’s Tweets
“I think it’s going to be a fun year for trading”…
Mexico To Buy Twitter?
“Instead of spending its precious reserves to defend the peso, Mexico should just buy Twitter Inc. — at a cost of about $12 billion — and immediately shut it down.” They’ve got the money so what the hell, right?
Thursday Humor: Epic Headline Hockey
Fake news?
“It’s Like Living In The Roman Colosseum”: Reaction To Trump Presser Lacks Nuance
“If investors were left disappointed on details relevant to the economy and policies, it’s because no one raised the issues in any substantive way.”
Daily Kickstart (Dollar Doldrums)
Oh how the mighty (greenback) has fallen. The consensus trade of 2017 is having a rough
Trump Event A Yawner – Unless You Own Biotechs
Today’s “main event” turned out to be a bit of a dud. And I don’t
Caption Contest (Vanity)
“Definitely my favorite sin”…
How To Trade Today’s Main Event
“You can cut the anticipation with a knife.”
Wednesday Chart Check (Trump, Brexit, And FX Chaos)
The US election and Brexit have a whole lot in common. Both represent the electorate’s
Daily Kickstart (Dear Mexico, We’re Sorry About All This)
I think I can probably sum up Wednesday with one sentence and one chart…
Two Thirds Of Americans Say Trump Should Stop Tweeting – For Good
“140 characters may not be enough to tell Donald Trump just how much Americans want him to knock off the tweeting.”
Trading Trump’s Coronation
There’s been nothing ambiguous about investors’ collective reaction to the election of Donald Trump. Once
John Kerry Slams Trump’s Twitter Addiction, Warns On “Rise Of Authoritarian Populism”
“Every country in the world better start worrying about authoritarian populism and the absence of substance in our dialogue.”
“A Permanent Output Loss”: One Bank Quantifies Likely Damage From Trump’s Trade Pissing Contests
A pervasive theme here at the Heisenberg Report is that Donald Trump’s determination to start
Blockbuster: Corporate, Bank Debt Sales Break Records In Busy First Week
How anxious are corporate management teams to get out ahead of Donald Trump’s inauguration? Very.
“Investors Focused On Tweets”: Trump Twitter Feed Now Market’s Main Catalyst
I’ve talked quite a bit lately about how surreal it is that we live (and
Your Complete Guide To Trump’s “Contract” With Voters
As Boeing, Lockheed Martin, GM, Toyota, Honda, Mazda, and Nissan have recently discovered, Donald Trump
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