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In the Blind Spot (Moving to a ‘Pawnbroker for all Seasons’ model in central banking)

    COMMENTARY SNEAK PEEK — Regulators channel Mervyn King’s “Pawnbroker For All Seasons” idea as they call for the introduction of an extensive pre-positioning framework. — Dario argues Trump’s America First policy is good for Europe as it will boost competitiveness and investment in its own security.   — Could the NBP’s missing 6 […]

In the Blind Spot (Suspending democracy to save democracy edition)

Dear Subscribers, Welcome to another TBS newsletter, brought to you this week from frosty London, with usual contributions from a much less frosty Marbella via my trusty colleague Daria Garcia Giner. It’s been a newsy week on many fronts, not least with Bitcoin ETFs being launched and US/UK strikes hitting Yemen. But we’ll leave those […]

In the Blind Spot (Trust collapse as the biggest risk of 2024?)

Dear Subscribers, Welcome back and a happy 2024 to you all. It’s still the tail-end of the school holidays, so commendations to my trusty zoomer colleague Dario Garcia Giner, who has done the heavy lifting on this week’s edition. I don’t know about you, but I did try to properly unplug this Christmas season. I […]

Spot Markets Live, 15/12/23 (Review of the year and learnings, etc.)

JR = Julian Rimmer (Resident Boomer and former EM markets pro turned writer.) IK = Izabella Kaminska, Mother of Blind Spot Dragons. 10:30 JR: Good morning, Aloha and greetings fellow market wizards And so it came to  pass that this was the last Spot Markets Live of 2023 I balanced all, brought all to mind/ […]

Spot Markets Live, 14/12/23 (Powell’s palumbine, Ethereum vs. Bitcoin, Ammo crisis)

JR = Julian Rimmer (Resident Boomer and former EM markets pro, turned writer.) DGG = Dario Garcia Giner (Resident Zoomer and former corporate investigations pro turned meme stock-watcher and in-house drone expert.) ChatGPT Provided TLDR Fed’s Rate Castaways: Market reactions to the Fed’s bond decisions. Powell’s Policy Perspectives: Rate cuts, yield curve analysis, oh my! […]

Spot Markets Live, 13/12/23 (Houthi cont’d, House-less Gen-Z, Japan Bonds)

JR = Julian Rimmer (Resident Boomer and former EM markets pro, turned writer.) DGG = Dario Garcia Giner (Resident Zoomer and former corporate investigations pro turned meme stock-watcher and in-house drone expert.) ChatGPT Provided TLDR: Julian and Dario’s Market Banter: Julian Rimmer and Dario Garcia Giner engage in morning market banter, sharing their experiences and […]

Spot Markets Live, 12/12/23 (Bitcoin, Undersea Cables, Venezuela-Guyana)

Comments in bold addressed to audience members JR = Julian Rimmer (Resident Boomer and former EM markets pro, turned writer.) DGG = Dario Garcia Giner (Resident Zoomer and former corporate investigations pro turned meme stock-watcher and in-house drone expert.) ChatGPT Provided TLDR Casual Banter: Julian Rimmer and Dario Garcia Giner engage in banter about various […]

Spot Markets Live, 11/12/23 (Spotify, Staged AI’s, Chinese Imports & Exports)

JR = Julian Rimmer (Resident Boomer and former EM markets pro turned writer.) DGG = Dario Garcia Giner (Resident Zoomer and former corporate investigations pro turned meme stock watcher and in-house drone expert.) ChatGPT Provided TLDR: Spotify’s Sour Sounds and NFT Clowns: JR & DGG riff on Spotify’s low payouts and NFT confusion, a market’s fusion […]

In the Blind Spot (A wind of change at the National Bank of Poland)

Dear Subscribers, Before we commence, a little bit of housekeeping. We are, as ever, eternally grateful to our subscribers for their support and patronage. We hope you have enjoyed our coverage and insights this year and plan to stick around next year.It’s been great working with Dario Garcia Giner for another year. He has done […]

Spot Markets Live, 08/12/23 (Japanese YCC, Candles as commodities, Glapinski)

JR = Julian Rimmer (Resident Boomer and former EM markets pro turned writer.) . DGG = Dario Garcia Giner (Resident Zoomer and former corporate investigations pro turned meme stock watcher and in-house drone expert.) IK = Izabella Kaminska, Mother of Blind Spot Dragons. TLDR: ChatGPT Summary: Travel and December Whirlwind: IK recounts a hectic week, […]