How commodity tri-party agreements might fail
EXCERPT: Commodity markets are being strained by unprecedented daily price moves on the back of the Russia/Ukraine crisis.
In the Blind Spot today (Commodity fallout, Gold reserves, Gosplan)
Commodity carnage: Listen to my Twitter Spaces with Frances Coppola and Chris Cook here. (We’ll be back tomor as well). China is buying up all the collapsing in value commodity assets. Zoltan Pozsar thinks we are about to have a Bretton Woods III. And the bitcoin crew are very excited. (The key bit from his […]
Is Putin’s end game the roll out of a domestic CBDC?
IK – I’ve received a guest submission from an informed source that I can vouch for (to some degree). The author wishes to remain anonymous but what I can tell you is that he runs a global technology company from the UK and has close family and assets in both Russia and in China. He […]
Gosplan Watch: Plumbing alert as commodity hedging unravels
The next liquidity crisis never comes from the same one the last one did.
