The Blind Spot’s Chart-A-Thon Bonanza: The Last Quarter in Charts
Sometimes a picture says a thousand words. Other times a graph or a table does even better. The Blind Spot has been collecting its favourites over the last couple of months and here’s the best of them. They’re sourced from all sorts of weird places, and if the source isn’t clear, that’s our bad. In […]
Spot Markets Live Transcript: 14/10/22
Today’s Spot Markets Live is with Helmholtz, a former sell-side pro with nearly 40 years worth of experience running rates desks at various investment banks. Helmholtz has agreed to give us his thoughts on the condition of pseudonymity, but we can testify to his top-rated expertise. Comments addressing audience questions have been placed in bold. Izabella […]
In The Blind Spot: (Meta, Bunds, CBCDs)
Business, Econ, Finance: ARK Invest’s Catherine Wood sends an open letter to the Fed, claiming its record-breaking rate rise risks a deflationary spiral. Yields on German government bonds jumped following reports Olaf Scholz supported EU joint-debt issuances to counter the energy crisis. There were reports that Germany may pay its citizens’ gas bills in December […]
ALTIF Transcripts: The Kami-Kwasi Budget
It is hard to find a worse reaction to a British Budget than the one accorded Kwasi Kwarteng’s “special fiscal operation”. Neil and Jonathan talk to Howard Davies, former financial regulator and Treasury Mandarin about why it got such a huge raspberry, what Kwarteng can do now, and how his effort rates in the roll-call of past fiscal […]
Spot Markets Live Transcript: 10/10/22
Today’s Spot Markets live session is with Anjuli Davies, formerly of the Telegraph and Reuters, Davies’ last posting was as Senior City Editor for the Telegraph, moving there from her role as Acting Chief UK Financial Correspondent for Reuters. Comments addressing audience statements are in bold. Izabella Kaminska 10:58 …. Early birds in the house […]
In the Blind Spot (Space, Blackrock, Yen)
Business, Econ and Markets etc: Credit Suisse is reportedly weighing options to attract outside capital to pursue a spinoff advisory and investment banking business. But it is also selling a five-star Savoy Hotel in Zurich. Vanguard Group’s ETF business is closing in on Blackrock with $ 45bn of inflows in the third quarter. Ray Dalio […]
Spot Markets Live Transcript: 05/10/22
Today’s Spot Markets live session is with Ben Harrington, the founder and editor of Betaville. Comments from Izabella and Ben that address audience questions have been put in bold. Izabella Kaminska 11:57 … Hello and welcome to Spot Markets Live The whirlwind tour of the markets. Exciting day today… as it’s the last chance to […]
In the Blind Spot (Students, Burkina Faso, Troll Bots)
Media & Market Matters: Paul Krugman on how the affordability crisis worsened due to the increasingly popular remote working trend. Elon agrees to buy Twitter in line with original terms, but there is a lot of intrigue behind the scenes. Nobody can ever be sure about what the billionaire rocket man is really up to. […]
Spot Markets Live Transcript: 04/10/22
In today’s Spot Markets live session we’re joined by Helmholtz a markets veteran with over 40 years of rates expertise. Comments addressing audience statements are in bold. Izabella Kaminska 11:58 Greetings all … (Just waiting for some rabble to show up.) Hello and welcome to Spot Markets Live. The whirlwind tour of the markets. Maybe […]
ALTIF Transcripts: Britain’s Energy Mess (Nick Butler)
Britain’s Energy Mess How on earth did the UK end up having to fling £150bn at the energy market just to keep the lights on? Is it just because of Vladimir Putin, or does it also involve poor decisions taken far nearer to home? Neil and Jonathan talk to energy expert Nick Butler about the history […]