Skip to content
Monday, January 12, 2026
Heisenberg Report

Heisenberg Report

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

Category: yellen

Janet Yellen Has A Valentine For You

February 14, 2017

As noted earlier this morning, Valentine’s Day is all about Janet Yellen on Capitol Hill. Although

Read More

Leave a Comment on Janet Yellen Has A Valentine For You

Yellen Yellin’ On Capitol Hill, Dollar Slumps, Toshiba Turmoils, China PPI, German GDP: Enough Said

February 14, 2017

Ok, so there was actually quite a bit going on overnight, but needless to say,

Read More

Leave a Comment on Yellen Yellin’ On Capitol Hill, Dollar Slumps, Toshiba Turmoils, China PPI, German GDP: Enough Said

How To Trade Rates In An “Event-Driven” Week

February 10, 2017

Earlier today I previewed Janet Yellen’s forthcoming Congressional testimony. Needless to say, that will be

Read More

Leave a Comment on How To Trade Rates In An “Event-Driven” Week

Previewing A “Massacre”: A Look Ahead To Yellen’s Congressional Testimony

February 10, 2017

On Thursday, I brought you the latest commentary from SocGen’s incorrigible bear Albert Edwards who

Read More

1 Comment on Previewing A “Massacre”: A Look Ahead To Yellen’s Congressional Testimony

Albert Edwards Thinks Maybe Yellen Will Channel Capone, “Massacre” Markets With “Machine Gun” In Valentine’s Day Testimony

February 9, 2017February 9, 2017

“I wonder if the ever cooing Yellen dove turns up on the day holding flowers in her beak, or will a machine gun be brandished in the same way it was on that fateful day in 1929″…

Read More

1 Comment on Albert Edwards Thinks Maybe Yellen Will Channel Capone, “Massacre” Markets With “Machine Gun” In Valentine’s Day Testimony

Goldman Previews This Week’s Key Events

January 30, 2017

As mentioned earlier this morning, it’s a busy week. We’ve got multiple Fed meetings, a

Read More

Leave a Comment on Goldman Previews This Week’s Key Events

Daily Kickstart (The Day The Earth Stood Still)

January 20, 2017

The Ringling Bros. may have pulled up the stakes for good, but the circus is in town today in Washington, complete with all of the usual attractions including an orange elephant, who at 12 noon will “trump”et to an awestruck crowd.

Read More

Leave a Comment on Daily Kickstart (The Day The Earth Stood Still)

Daily Kickstart (Yen, Gold Fall; Inflation, IP Data, Goldman, Yellen All On Deck)

January 18, 2017

Traders put the brakes on the flight to safety bid on Wednesday as gold and the

Read More

Leave a Comment on Daily Kickstart (Yen, Gold Fall; Inflation, IP Data, Goldman, Yellen All On Deck)

Why Fed Policy Mistakes Are Now Inevitable

January 2, 2017

As noted earlier on Monday evening, we’re seeing Catch-22s everywhere these days as central banks are

Read More

2 Comments on Why Fed Policy Mistakes Are Now Inevitable

Rats…

December 24, 2016

Via @kaltoons:

Read More

Leave a Comment on Rats…

Is The “Full Employment” Meme A Myth?

December 23, 2016December 23, 2016

I talk to a lot of folks (both pros and retail guys/gals) about markets and,

Read More

Leave a Comment on Is The “Full Employment” Meme A Myth?

The Ghosts Of Central Banks Past And Future

December 23, 2016

Well, it’s just about over. The greatest (or worst, depending on how you’re inclined to

Read More

3 Comments on The Ghosts Of Central Banks Past And Future

Daily Kickstart With Deutsche Bank

December 19, 2016

Well the dollar took a break on its march higher versus the yen on Monday,

Read More

oil1 Comment on Daily Kickstart With Deutsche Bank

“Higher Rates Are Coming To Town”

December 17, 2016December 17, 2016

Oh dear lord. This is what passes for humor on the sellside (from Wells Fargo’s Nathaniel

Read More

1 Comment on “Higher Rates Are Coming To Town”

A Look Back At The Day That Was (Friday)

December 16, 2016

Well, the day ended pretty much as it started – with a reversal of recent

Read More

oilLeave a Comment on A Look Back At The Day That Was (Friday)

More Post-Fed, End Of Year Chatter

December 16, 2016

Reactions to the Fed’s “hawkish” dot plot shift are still trickling in from all over

Read More

Leave a Comment on More Post-Fed, End Of Year Chatter

Presenting Deutsche Bank’s “Visual Guide To The Fed”

December 14, 2016

No one ever accused the Fed of producing compelling reading material. For a group of

Read More

2 Comments on Presenting Deutsche Bank’s “Visual Guide To The Fed”

As Expected, Fed Hikes Rates (Here’s Everything You Need To Know)

December 14, 2016December 14, 2016

Well, it was always all about the dots and we did get a little drama

Read More

1 Comment on As Expected, Fed Hikes Rates (Here’s Everything You Need To Know)

The Fed Can’t “Err Dovish”

December 14, 2016

For those of us who just can’t get enough when it comes to analysis of

Read More

Leave a Comment on The Fed Can’t “Err Dovish”

Posts pagination

Previous 1 … 5 6

Monthly Letter+

  • The Noriega Analogue

Recent Comments

  • dayjob on First They Came For Jay…
  • hookandgo on Trump Has World On Tenterhooks Again As Iran Strike Rumors Swirl
  • JNG on First They Came For Jay…
  • JNG on First They Came For Jay…

Monthly Letters

The Noriega Analogue

January 3, 2026January 3, 2026

Bookkeepers

November 30, 2025November 30, 2025

Eternity

October 30, 2025October 30, 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.