Spot Markets Live Transcript: 03/10/22
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 11:59 Hello everyone… Starting 1 min early […]
In the Blind Spot (Regulatory Discount Curves, FX Swaps, Iran)
Business, Econ and Finance etc… The volume of sterling traded against Bitcoin exploded upwards to almost 11x the daily average during the peak of sterling’s troubles. People reportedly gathered in eastern Germany to protest their government’s energy policies, amidst large price rises following sanctions against Russia. Afghanistan’s Taliban sign deal to acquire Russian oil products, gas, […]
Spot Markets Live Transcript: 28/09/22
Today’s Spot Markets live session is with Neil Collins, co-host of the A Long Time in Finance podcast and former City Editor of the Daily Telegraph for 19 years. Comments directed at audience members are highlighted in bold. Izabella Kaminska 11:57 … Hello and welcome to Spot Markets Live, the real-time markets chat that takes […]
In the Blind Spot (Ponzinomics, Mortgages, PayPal)
Markets, Business, Finance etc: Google CEO has asked employees not to ‘equate fun with money’ in a sign that budgets are tightening. Paul Mizen chairs a reflective talk on the 25 years of the Monetary Policy Committee attended by Mervyn King, Paul Tucket and Jagjit Chadh. A contrarian thread by Paul Krugman on the oddities […]
ALTIF Transcripts: Remembering Black Wednesday, Part Three
In the final episode on Britain’s 1992 currency crisis, Neil and Jonathan look at the consequences of Black Wednesday with Jonathan Portes, Sir Paul Tucker, both of whom had ringside seats in the Treasury and Bank of England respectively, and economic historian Duncan Weldon. Presented by Jonathan Ford and Neil Collins. With Duncan Weldon and Jonathan […]
Spot Markets Live Transcript: 23/09/22
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 questions have been put in bold. Izabella Kaminska 11:58 Hello and welcome to […]
In the Blind Spot (Prop Crypto Trading, Adam Curtis, Resistors)
Business, Econ, Markets etc… The zinc market is stuck between both weakened demand and decreased supply. One of the world’s most powerful oil & gas traders may be created as Abu Dhabi Oil Giant discusses purchasing Gunvor. Apple will move 25 per cent of its entire iPhone production line to India by 2025, seeking to […]
In the Blind Spot (Protests, Stockpiles, Bunds)
The Blind Spot was off on Monday commemorating Her Majesty Queen Elizabeth II’s funeral. In this edition of the wrap, we catch up on the news you may have missed during the mourning period (especially if you were in the UK). Econ, Business, Finance etc… Study by the Australia Institute suggests inflation is not wage-led, […]
ALTIF transcripts: Remembering Black Wednesday Part One (Sir Paul Tucker, Jonathan Portes, and Duncan Weldon.)
On 16 September 1992, after an “extremely difficult and turbulent day”, sterling was driven out of the Exchange Rate Mechanism, shattering the central economic policy of John Major’s government and arguably setting Britain on a path to the fringes of, and ultimately the exit from, the European Union. In the first of a three-part series, […]
In the Blind Spot (Satoshi?, CSTO, Narcos)
Business, Economics, Finance etc: As the West sidelines Russian energy supplies, China reaps a sizeable windfall in profits. Ray Dalio figures out that rates at 4.5 per cent would sink stocks by 20 per cent. The New Yorker reports on the hunt for dirt on the Musk-aligned Twitter whistleblower from former colleagues and friends. The […]