TGIF: Markets Nervous As Trump Dares Congress To Pass Health Care Bill No One Likes
Well, it’s Friday and this week has been just as interesting as last week. Today
Well, it’s Friday and this week has been just as interesting as last week. Today
As explained in these pages exhaustively, last month’s “Holy Schatz” moment that saw the front
“While we don’t want to minimize the impact of political developments, today’s move was primarily technical and should not be fitted into a political narrative (which in fact was neutral between developments in France and US).”
From the beginning, the Heisenberg raison d’être (if you will) has always revolved around the extent
We start Tuesday in Europe in the aftermath of the closely watched presidential debate at
There are very few ‘Very Positive’ views for any outcome.
This seems like a good time to remind you that not everyone is buying the
It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter
You can’t be saying that (if) you’re the president. That’s from Anderson, a 21-year-old student from
Remember what we said last night about having to think twelve steps ahead and how
Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…
Europe is in rally mode. Plain. And. Simply. Following Geert Wilders’ defeat in the Dutch
Well damned if this wasn’t a good news type of day. We’d wager the only people
“Europe is caught in a trap. The rise of populism is both a cause and a consequence of this trap.”
Well, it looks like there may be hope for Europe yet. While some commentators expected
The following visuals depict the extent to which markets either have a better read on this year’s trio of elections in Europe than they did on the Brexit referendum and the US election, or the extent to which markets have learned nothing from those experiences.
Well this one is fun. So here at HR, we’ve discussed at length the fact
“It would be a major political shock because then Marine le Pen’s claim
that nationalism could conquer the Continent would be right,” Holger Sandte, chief European analyst at the financial group Nordea, said in a podcast. “Clearly markets would be scared.”
This one is kind of esoteric, but someone will get it.
Those who frequent these hallowed pages are well aware that when it comes to event
Ok, so if you’re bearish, a market skeptic, or otherwise prone to cynicism, you know that when SocGen’s Albert f*cking Edwards comes stomping through, you just have to sit your ass down and let the master do his thing…
I really, really hope that I’m not right about France. But the setup is hard to
Well goddammit I told you so. I don’t how many times I’ve said that oil
As you know, Marine Le Pen is batsh*t crazy. As you also know, she’s hell
I’ve talked tirelessly (well, I haven’t gotten tired of it, maybe you have) about the
Earlier today we discovered that while the total stock of negative yielding debt may be
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