In the Blind Spot (The FATF horsetrading show comes to town)
Our one-stop source for central banking & monetary policy news. SNEAK PEEK — The FATF’s de-greylisting of the UAE provides Izzy with a good opportunity to take a closer look at how the shadowy finance body operates. — William Hague says the quiet bit out loud with respect to why the West needs to seize […]
In the Blind Spot (Dario’s Coup de Blind Spot Edition)
Our one-stop source for central banking & monetary policy news. COMMENTARY SNEAK PEEK — Explaining the potential impact of space-bound Russian nukes in orbit. — Why CBDCs will lead to the rise of alternative non-state-controlled currencies. — Could Bill Ackman be wrong about the indoctrination of students at universities? Greetings all. It’s with great jubilation that […]
In the Blind Spot (Authorised push payment fraud gets personal)
Our one-stop source for central banking & monetary policy news. COMMENTARY SNEAK PEEK — Ukraine considers asset freezes for citizens who dodge the draft, but Izzy points out the proposals are unlikely to pass (at this stage). — Dario argues that tribal loyalty is perpetuating corruption in Africa, compromising economic development. — The […]
In the Blind Spot (The Middle East’s own narco war)
Our one-stop source for central banking & monetary policy news. COMMENTARY SNEAK PEEK — US weapons do have their advantages after all. They might be costly to run and replace but they’re also much better at protecting lives. — Dario outlines how the Middle East has been swamped by a highly addictive amphetamine-type drug called Captagon, […]
In the Blind Spot (When democracy becomes lawfare)
Our one-stop source for central banking & monetary policy news. SNEAK PEEK — ADM’s accounting scandal has seen its stock plummet. But this isn’t the first time the agricultural giant has been tied to dodgy mark-up pricing practices. — Dario outlines why the Houthi Red Sea crisis is unlikely to lead to regional […]
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! […]
