The Heisenberg Report | TalkMarkets | Page 4
Contributor's Links: The Heisenberg Report
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts ...more

All Contributions

Latest Posts
49 to 64 of 1508 Posts
<<< 1 2 3 4 5 6 ... 95 >>>
'The Worst Possible Time': Dmitry Medvedev Decides Now Is As Good A Time As Any To Sink His Own Currency
There’s trouble in paradise, and by “paradise”, I mean Russia.
In September, 'A Tale Of Two Halves' For The S&P?
U.S. equities strength is going to be at least partially beholden to the dollar.
Emerging Markets Suffer Fresh Blow As South Africa Falls Into First Recession Since 2009
South Africa is in a recession. Q2 GDP fell an annualized 0.7% QoQ, missing estimates and confounding all but one economist surveyed by Bloomberg ahead of the report.
King Dollar Versus The Anti-Poles
A broad consensus has emerged that the dollar needs to take an extended breather if ex-U.S. risk assets are going to have any hope of stabilizing.
In Argentina: 'Emergency'
The market doesn’t seem convinced that the measures announced on Monday are going to cut it. Liquidity is thinner than usual due to Labor Day, but the peso traded through 38 after closing at 36.85 on Friday.
Turkey’s Crisis Spirals As Inflation Surges, Producer Prices Rise ‘Appalling’ 32%
Well, August inflation data for Turkey is out and as expected, the news isn’t great.
September Of The Flying Pigs
Depending on who you listen to, September is either ripe for a continuation of the record rally in U.S. equities or a potential minefield.
Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date
On Friday, the Bank of Japan tweaked their bond buying program for September. Although they upped the purchase sizes across maturities, they reduced the frequency of purchase operations from five to six.
European Stocks Suffer Worst Month Since February As Perfect Storm Of EM Contagion, Italy Jitters Comes Calling
European shares closed out August on a decidedly sour note.
Trump To Move Ahead With Tariffs On $200 Billion In Chinese Goods As Early As Next Week
All week long, the market has been preoccupied with the hurried effort to strike a new trilateral trade deal to replace NAFTA.
There’s Blood In The Water For Emerging Markets – Again
The key thing to understand about U.S. equities summiting new peaks recently is that it came amid a steady grind lower in the greenback.
As Yuan Turns More Volatile Than Euro, Turnover Soars
Over the last three months, markets have been at pains to discern what the controlling factor is for the Chinese currency’s rapid depreciation.
Volatility Trade Has A Catch-22 Feel To It These Days, Analysts Say
If you’re trying to trade volatility right now, you could find yourself in a “heads you lose, tails you lose” scenario.
Trump Strikes Trade Deal With Mexico, Renames NAFTA
The U.S. and Mexico have struck a deal on NAFTA, after weeks of negotiations aimed at clearing roadblocks to a bilateral agreement that would set the stage for Canada to return to the table.
BIS: Trump’s Trade Policies Could Create ‘Perfect Storm’, Cause Global Financial Crisis
When you think about Trump’s tariffs and the reciprocation they’ve elicited around the world, it’s important to strip the discussion of the niceties and superlative-laden populist balderdash.
‘Con’ Job: World’s Second-Largest Car-Parts Maker Drives Off A Cliff
Let me tell you what European auto stocks didn’t need right about now: they didn’t need a guidance cut from Continental, which now sees group revenue for 2018 of ~€46 billion versus ~€47 billion previously.
49 to 64 of 1508 Posts
<<< 1 2 3 4 5 6 ... 95 >>>