Skip to content
Saturday, December 09, 2023
Heisenberg Report

Heisenberg Report

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

Featured

The ‘Waller Doctrine’ And The History Of First Cuts

December 8, 2023December 8, 2023
  • Inflation Expectations Drop Most Since 2009, Sentiment Soars

    December 8, 2023
  • Warm US Jobs Report Leaves Macro Narrative Mostly Intact

    December 8, 2023December 8, 2023
  • Hartnett Spots Animal Spirits As Sentiment Gauge Jumps Most Since 2012

    December 8, 2023December 8, 2023

Duly Noted+

US Stocks See More Santa Flows Amid Sentiment Shift

December 8, 2023

Money Market Fund AUM Swells Further. RRP In Focus

December 7, 2023

Markets

Kolanovic Sees ‘Worry Or Perhaps Even Panic’ In 2024

December 7, 2023December 8, 2023
  • Bank Of Japan Speculation Reaches Fever Pitch

    December 7, 2023December 8, 2023
  • With Apologies

    December 5, 2023December 6, 2023
  • US And China Find Common Ground. In A Moody’s Outlook Cut

    December 5, 2023December 6, 2023
  • SOFR Spike: What To Know

    December 4, 2023December 5, 2023

economy

McElligott On 2024’s ‘Big Macro Mystery’

December 7, 2023December 8, 2023
  • Claims And Cuts

    December 7, 2023December 8, 2023
  • US Private Hiring Cools, Wage Growth Slows

    December 6, 2023December 7, 2023
  • Immaculate Disinflation Lives In Favorable JOLTS

    December 5, 2023December 6, 2023
  • Resilient Goldilocks Meme Bedevils Pessimists

    December 5, 2023December 6, 2023

Politics

Populist Wave Claims Last ‘Young Gun’ As McCarthy Quits Congress

December 6, 2023December 7, 2023

Italy Says Addio To Xi’s Belt And Road

December 6, 2023December 7, 2023

A Hill To Die On

December 6, 2023December 7, 2023

“Entirely Fake”: Krugman Accuses Trump Of “Scamming” America’s Working Class

December 24, 2016December 24, 2016

“Ha, ha. You all have a clown for a president. This will be interesting.” —

Read More

Leave a Comment on “Entirely Fake”: Krugman Accuses Trump Of “Scamming” America’s Working Class

It’s A “Buyer’s Market” For Weapons; Here’s Who’s Selling

December 24, 2016

Earlier this month, the US decided to block the sale of precision-guided weapons to Saudi

Read More

Leave a Comment on It’s A “Buyer’s Market” For Weapons; Here’s Who’s Selling

Talking Turkey: “Don’t Worry, I’ll Just Surgically Remove The Infected Bits”

December 24, 2016

Well, I suppose you can’t really blame Turkey for wanting to crack down on terrorism

Read More

Leave a Comment on Talking Turkey: “Don’t Worry, I’ll Just Surgically Remove The Infected Bits”

Red Light, Green Light: Should We Deregulate The Banks For Our Own Safety?

December 24, 2016

One of the more amusing things about the dynamics that fed the Eurozone sovereign debt

Read More

2 Comments on Red Light, Green Light: Should We Deregulate The Banks For Our Own Safety?

Rats…

December 24, 2016

Via @kaltoons:

Read More

Leave a Comment on Rats…

“The Downside Tail Has Grown”

December 23, 2016

In all my many years observing and analyzing markets, I don’t know that I’ve ever

Read More

Leave a Comment on “The Downside Tail Has Grown”

A Little Reminder About Macro, Ca. 2010

December 23, 2016

Just to underscore why, as a macro guy, I focus so much on tail risk,

Read More

Leave a Comment on A Little Reminder About Macro, Ca. 2010

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

A “Deluge” Of “Craptacular Sh*t”: Barclays Complaint Reveals How They Really Felt

December 23, 2016

Early on Friday, I outlined the deals Deutsche Bank and Credit Suisse were able to strike with

Read More

1 Comment on A “Deluge” Of “Craptacular Sh*t”: Barclays Complaint Reveals How They Really Felt

Goldman: We Were “Mostly”/ “Partially” Correct On 2016 EM Predictions

December 23, 2016December 23, 2016

One of the more popular posts on this site in December carried the headline “Goldman

Read More

Leave a Comment on Goldman: We Were “Mostly”/ “Partially” Correct On 2016 EM Predictions

“SuperPutin”: 5 Hilarious Quips From Putin’s Annual Press Conference

December 23, 2016December 23, 2016

Vladimir Putin is the middle of his annual marathon press conference which The Telegraph describes

Read More

Leave a Comment on “SuperPutin”: 5 Hilarious Quips From Putin’s Annual Press Conference

“Deja-Vu All Over Again”: Why 2017 Looks A Lot Like 2016

December 23, 2016December 23, 2016

“Twas the Friday before Christmas and all through the house, …” Wait. To hell with

Read More

2 Comments on “Deja-Vu All Over Again”: Why 2017 Looks A Lot Like 2016

Daily Kickstart (“Sh*t Loans” Edition)

December 23, 2016December 23, 2016

Deutsche Bank and Credit Suisse are on the move overnight after the banks both settled

Read More

Leave a Comment on Daily Kickstart (“Sh*t Loans” Edition)

Beware The “Currency Cold War”

December 22, 2016

One of the key themes in 2016 was the extent to which the dollar dictated

Read More

2 Comments on Beware The “Currency Cold War”

“Whoa, Who Said That?” Trump Calls Berlin Attack “Jihad Against Christians”, Promptly Forgets

December 22, 2016December 22, 2016

There’s really not a whole lot I can add here, other than to just give

Read More

5 Comments on “Whoa, Who Said That?” Trump Calls Berlin Attack “Jihad Against Christians”, Promptly Forgets

Paul Krugman Rips Trumponomics, Issues Hilarious Two-Word Warning

December 22, 2016

Ok, I’ll be honest. I spent almost two years of my professional career writing anonymous,

Read More

1 Comment on Paul Krugman Rips Trumponomics, Issues Hilarious Two-Word Warning

The Good Old Days “Are Surely Over” For Hedge Funds

December 22, 2016

“2 and 20” works fine when things are going well. Not so much when things

Read More

1 Comment on The Good Old Days “Are Surely Over” For Hedge Funds

Billionaire Jamie Dimon To Businesses: “Share The Wealth A Little Bit, Ok?!”

December 22, 2016December 22, 2016

One person who benefited handsomely from the rally off the 2009 bottom is JPMorgan Chase’s

Read More

2 Comments on Billionaire Jamie Dimon To Businesses: “Share The Wealth A Little Bit, Ok?!”

Rise Of The Machines Will Lead To “Communist-Style”, “Unconditional” Basic Income

December 22, 2016

I know someone who works at McDonald’s in New York state. This person makes $9.50/hour

Read More

3 Comments on Rise Of The Machines Will Lead To “Communist-Style”, “Unconditional” Basic Income

Daily Kickstart (Watch US Data For Direction)

December 22, 2016

European and Asian bourses are mixed on Thursday amid thin holiday trading following Wall Street’s

Read More

oilLeave a Comment on Daily Kickstart (Watch US Data For Direction)

A Graphical History Of Oil Prices

December 21, 2016

“Traders are getting antsy and think this is a global oversupply pushing barrels into the

Read More

oil, OPECLeave a Comment on A Graphical History Of Oil Prices

Fearing Trump, Liberals Buy Guns, Prepare For “Apocalypse”

December 21, 2016

Earlier this week, someone asked me to disclose how much physical gold and silver I

Read More

1 Comment on Fearing Trump, Liberals Buy Guns, Prepare For “Apocalypse”

Most Russians Regret The Fall Of The Soviet Union: Study

December 21, 2016

Ok, I admit it: I’m not big on totalitarian regimes and autocrat rulers. I’m a

Read More

2 Comments on Most Russians Regret The Fall Of The Soviet Union: Study

What’s Up With This? Percentage Of Young Americans Living At Home Hits 75-Year High

December 21, 2016

How many times have you heard that we’re nearing the “end of cycle” lately? Or

Read More

1 Comment on What’s Up With This? Percentage Of Young Americans Living At Home Hits 75-Year High

Daily Kickstart (Swedish Edition)

December 21, 2016December 21, 2016

It makes total sense to take some money off the table. We’ve priced in no

Read More

Leave a Comment on Daily Kickstart (Swedish Edition)

Leaked Memo Shows Russia Didn’t Make Trump’s List Of “Defense Priorities”

December 20, 2016December 20, 2016

Well this is truly epic. Those who have followed Donald Trump’s campaign from his grandiose,

Read More

Leave a Comment on Leaked Memo Shows Russia Didn’t Make Trump’s List Of “Defense Priorities”

Posts navigation

Previous 1 … 620 621 622 … 624 Next

Monthly Letter+

  • Perfect Storm, Imperfect Union

Sign up for real-time article alerts

* = required field

Week’s News

Warm US Jobs Report Leaves Macro Narrative Mostly Intact

December 8, 2023December 8, 2023

Kolanovic Sees ‘Worry Or Perhaps Even Panic’ In 2024

December 7, 2023December 8, 2023

A Hill To Die On

December 6, 2023December 7, 2023

Immaculate Disinflation Lives In Favorable JOLTS

December 5, 2023December 6, 2023

Record Highs Or Santa Crash? Wall Street Looks Ahead After Historic Rally

December 2, 2023December 4, 2023

Most Read

  • Kolanovic Sees 'Worry Or Perhaps Even Panic' In 2024
    Kolanovic Sees 'Worry Or Perhaps Even Panic' In 2024
  • Bank Of Japan Speculation Reaches Fever Pitch
    Bank Of Japan Speculation Reaches Fever Pitch
  • Hartnett Spots Animal Spirits As Sentiment Gauge Jumps Most Since 2012
    Hartnett Spots Animal Spirits As Sentiment Gauge Jumps Most Since 2012
  • Warm US Jobs Report Leaves Macro Narrative Mostly Intact
    Warm US Jobs Report Leaves Macro Narrative Mostly Intact
  • Inflation Expectations Drop Most Since 2009, Sentiment Soars
    Inflation Expectations Drop Most Since 2009, Sentiment Soars

Recent Comments

  • derek on McElligott On 2024’s ‘Big Macro Mystery’
  • John L on McElligott On 2024’s ‘Big Macro Mystery’
  • derek on McElligott On 2024’s ‘Big Macro Mystery’
  • John L on McElligott On 2024’s ‘Big Macro Mystery’
  • John L on McElligott On 2024’s ‘Big Macro Mystery’

Monthly Letters

Perfect Storm, Imperfect Union

December 4, 2023December 4, 2023

Ghost Town

November 3, 2023December 4, 2023

Dysfunction, Division and Dystopia

October 1, 2023November 24, 2023

Questions, tips or inquiries of any kind: walt@heisenbergreport.com

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2023.
 

Loading Comments...
 

You must be logged in to post a comment.