Spot Markets Live 06/11/23 (Ben Gurion Canal, China, Apple)
***PROGRAMMING NOTE: NO SML TUESDAY NOV 7/WEDNESDAY NOV 8. WE WILL BE BACK AS USUAL ON THURSDAY AT 10.30AM UK TIME.*** (Comments in bold directed towards audience members) Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards. Nunc tempus loquendi, he solemnly intones First of all, a correction. I noticed in the transcript […]
In the Blind Spot (On the significance of connector economies, plus cbank loss bond swaps)
Dear Subscribers, This week’s newsletter touches only briefly on some important central bank liquidity developments (which I would otherwise be keen to provide a proper evaluation of) due to me being a bit under the weather. This has rendered me a bit useless since at least Thursday. So consider the below mostly a teaser. […]
Spot Markets Live, 3/11/23 (McCauley’s ‘Bond Swap’, Australian trade, ‘Preferred Minimum Range of Reserves’)
Julian Rimmer10:30 Good morning, Aloha and greetings fellow market wizards With open arms we welcome back to The Blind Spot, its founder Izzy Kaminska to the place I hope she thinks of as home. Recall, that ‘Home is the place where, when you have to go there, they have to take you in’ (Robert Frost, […]
Spot Markets Live 02/11/23 (Treasury Bonds, Artificial Intelligence, Connector Economies)
Comments in bold directed towards audience members Julian Rimmer 10:30 Good morning, Aloha and greetings, fellow market wizards After the biblical downpours here of Storm Ciaran in the last few days and Izzy’s re-emergence, blinking like a mole in the sunlight, from the Arc Forum, there’s a post-diluvian feel to things here this morning, Especially […]
Spot Markets Live, 01/11/23 (Artificial Intelligence, Aston Martin, Mortgage Rates)
(Comments in bold directed towards audience members) Julian Rimmer 11:30 Good morning, Aloha and greetings fellow market wizards Welcome to November as we bid good riddance to October which was a painful month for markets. Unfortunately, after hosting friends for dinner last night, November is off to a painful start from a personal perspective Dario […]
Spot Markets Live, 31/10/23 (ARC Forum, India, Electric Vehicles)
Comments in bold directed towards audience members Dario Garcia Giner 10:30 Hello and greetings fellow market wizards (and Julian and I) Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards. Dario Garcia Giner 10:30 So I decided to start things up a little differently today By getting Google’s Bard AI to write a […]
Spot Markets Live, 30/10/23 (Central Banks, Turkish Century, Argentina)
(Comments in bold directed towards audience members) Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards Monday 30th Oct. It’s been an execrable month for stocks but it’s all season of mists and mellow fruitfulness as we begin our daily passegiata around financial markets we shall be peering down narrow alleys, sauntering along […]
In the Blind Spot (Approaching ‘quasi fiscal’ monetary operations)
Dear Subscribers, It’s the half-term weekend before Halloween. So it’s probably fitting that Boris Johnson just announced he’s set to become the latest parliamentarian to join GB News’ roster of political chat show hosts, an array that currently includes Jacob Rees-Mogg, Lee Anderson and Nigel Farage. But it’s not just politicians stacking up at the […]
Spot Markets Live Transcript, 27/10/23 (YCC US edition, Geopolitical risk premium and Fungi)
Julian Rimmer 10:30 Good morning, aloha and greetings, fellow market wizards and welcome back our founder, mentor, guide, spiritual guru, wellness adviser etc etc, Izzy Kaminska Izabella Kaminska 10:31 Howdy. How’s your week been? Have you been engaging in any funghi retrieval? Julian Rimmer 10:31 my personal hygiene standards are very high, so no Izabella […]
Spot Markets Live Transcript, 26/10/23 (More Gold, European Central Bank, Tech Selloff)
(Comments in bold directed towards audience members) Julian Rimmer 10:30 Good morning, aloha and greetings, fellow market wizards and welcome once again to Dario, geopolitical Zoomer extraordinaire. Dario Garcia Giner 10:31 Hello, rabble! (and warlocks) Julian Rimmer 10:31 Thursday the 26th Oct. Come on in. The water’s lovely. Dollar index testing highs again, gold touching […]