In the Blind Spot (Greedflation, Conglomeration, War Games)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska and Dario Garcia Giner. Multipolar spin: Macron caused a stir by saying the EU should oppose “the extraterritoriality of the US dollar” so Pacemaker’s Kathleen Tyson dove into the historic roots of how the dollar became “extraterritorial”, and the “injustice and risks extraterritoriality […]
In the Blind Spot (Black Ops Capital, Daisy Chain QE, Substack)
This week’s Blind Spot Wrap was compiled by Izabella Kaminska and Dario Garcia Giner. De-dollarisation goes mainstream:. The IMF’s latest Currency Composition of Official Foreign Exchange Reserves (COFER) release showed an increase in overall positions in Q4, 2022. Kathleen Tyson of Pacemaker Global argued the data could indicate that her theory that Western central banks […]
In the Blind Spot (De-dollarisation, MMFs, Rollover)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska and Dario Garcia Giner. US dollar says: Et tu Brute? Kenyan President William Ruto claimed measures had been put in place to protect local and international businesses from dollar shortages, and that their impact would be felt soon. Oil producers will now purchase fuel […]
Spot Markets Live (29/03/23) ***Release the countercyclical buffer edition***
FRANCES COPPOLA10:58 .. Izabella Kaminska10:59 Morning everyone FRANCES COPPOLA11:00 Morning everyone Izabella Kaminska11:00 I’m here (a little bit in stealth mode) to learn what’s going on. It seems like a nervous calm has swept through the market. I started the week telling people never say never about Deutsche going down, but now it seems like […]
Spot Markets Live (28/03/23)
Frances Coppola rides solo in today’s Spot Markets Live session, with a small fly-by from Izzy. FRANCES COPPOLA10:59 .. 11:00Morning everyone That’s Bank CDS today, from Ben Laidler at eToro, Credit Suisse and UBS are up as expected, and everyone still hates Deutsche Bank. Stock price has fallen slightly today though it’s still up compared […]
In the Blind Spot (Swiss banker exodus, Gosbanking, Bunds)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska and Dario Garcia Giner. Seizing the means of finance: I argued that the period between the fall of Silicon Valley Bank and the fall of Credit Suisse amounted to 10 days that shook the financial world, a reference to the famous John Reed […]
In the Blind Spot (Finanzagentur, Bank Rate, Zero-day options)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska, with help from Dario Garcia Giner. Subscriber note: No confidential whatsapp messages were revealed in the making of this wrap … A quick note from collectable stocks and bond dealer, LaBarre Galleries, who wanted to draw your attention to this collectible vintage German […]
In the Blind Spot (Activist Journalism, ChatGPT, Attack Helicopters)
This edition of the Blind Spot Wrap was compiled by Dario Garcia Giner, with contributions from Izabella Kaminska. Finance, Business, Econ, etc: Saudi Aramco warned that ESG investing had undermined oil and gas investments, a strategy that was “based on flawed assumptions” said Amin Nasser, chief executive of Saudi Aramco, and which posed a threat to […]
How deep church paranoia hijacked the late Pope Benedict’s passing
By Ben Munster, in Rome, reporting for The Blind Spot If you are to take the word of certain online “tradcath” pundits seriously, there is a conspiracy of silence in the mainstream media over the recent release of an apparently scathing, posthumous book by late Pope Emeritus Benedict XVI. Benedict—née Joseph Ratzinger—levelled up to the […]
Spot Markets Live Transcript (23/01/23)
Izabella Kaminska10:59 … Hello and welcome to an extremely chilly Monday morning! Brrrr….. Today I’m joined by Anjuli Davies. Howdy Anjuli. How are you coping with the cold? Anjuli Davies11:00 Even my 4-year old today told me he wants Summer to come. Izabella Kaminska11:00 Apparently British Airways has cancelled at least 80 flights. Anjuli Davies11:00 […]