The Heisenberg
Posts
Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks
Italy Doesn’t Look Like It’s Fixed.
Fate Of ECB QE Hangs In The Balance As Policymakers Say Decision On When To End Program Could Come Next Week
Welcome To ‘The Age Of Fragility’
Urjit Patel And The Dollar Liquidity Shortage Debate
An Irritated Trump ‘Asked’ OPEC To Engineer Lower Oil Prices With 1 Million Barrel A Day Hike Because #MAGA, Ok?!
Goldman: Tech Is Not A Bubble.
Everything Should Be Fine ‘After The Election’: Inflation Surges In Turkey, All Eyes On More Hikes
Relief, But Not-So-Great Expectations.
Tumult.
Here’s What Went Wrong For Bill Gross This Week And Here’s Why The Trade May Continue To Move Against Him
Here’s What Wall Street Thinks About A Jobs Report So Good The New York Times ‘Ran Out Of Words To Describe It’
Trump Teased It: Jobs Report Beats Across The Board, Unemployment Rate Falls
Spain Likely Headed For New Elections, But For Now I Guess Let’s Buy Spanish Assets Because Nobody Liked Rajoy?
Italy Has A Maybe Government, Spain Has ‘No Confidence’ And Generally Speaking, Europe Is All ‘WTF’?
Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers
In Europe: A Tenuous Calm
Opposite Day.
I Don’t Know You Guys, It Seems Like That German Inflation Print Is Bad News When It Comes To Whether The ECB Will Be Inclined To Rescue Italy
I Know You Want To, But Don’t Ignore This Out-Of-Cycle Wednesday Rate Hike
In Italy: Digestif
Keep Calm, Hold Cash, Watch The ISDA Basis And Buy This Crazy 5X Leveraged Short BTP Product
Fuggedaboutit.
A Ray Of Sunshine For The Carry Trade On An Otherwise Stormy Day
VaR Shocks, Panic Selling, Outflows And (Maybe) More To Come
Ciao, Contagion!
In Italy: Meltdown
‘The Severity Of This Sell-Off Is Worrying’: With The ECB Damned If It Does, Damned If It Doesn’t, What’s Next For Italy?
‘Unfortunately, He Isn’t Going Anywhere’: After Worst Week Since Crisis, Lira Surges On Central Bank Announcement
Blood On The Streets In Italy: Bank Shares On Verge Of Bear Market, Bonds Crushed Amid Political Chaos
‘For The Sake Of The Children!’ Italy’s Populists Fail To Form Government Setting Stage For God Knows What
Shaking The Tree: The Fed, ‘Overripe Fruit’ And A Half-Full Snifter