Spot Markets Live, 25/10/23 (Sahel, Gold, CABtastrophe)
(Comments in bold directed towards audience members) Julian Rimmer 10:30 Good morning, aloha and greetings, fellow market wizards. Welcome to the 25th of October and of course, English patriots among us will know this is St Crispin’s Day The anniversary of the Battle of Agincourt and, of course, the battle of Balaclava 1854 which was […]
Spot Markets Live, 24/10/23 (Argentina, Russia and Syria, North Korea)
(All comments in bold are directed towards audience members) Julian Rimmer 10:30 Good morning, aloha and greetings, fellow market wizards. Yesterday morning, the Japanese maple outside my study window was a blaze of autumn fire but this morning in the drear and the drizzle, there are raindrops glistening like pearls in the spiderwebs and its […]
Spot Markets Live Transcript, 23/10/23 (Venezuela, China and the Middle East, Uber)
(Comments in bold directed towards audience members) Julian Rimmer 10:30 Good morning, aloha and greetings, fellow market wizards. This fine autumnal morning I’m joined once again by Dario, Spot Markets Live’s resident geopolitical expert and Zoomer Dario Garcia Giner 10:31 Howdy, y’all! Julian Rimmer 10:31 Some phatic communion… agreeable weekend? Dario Garcia Giner 10:31 As […]
In the Blind Spot (Central bank funding models, Japan FX risk, Iron beams)
Good noon-ish, Blind Spot readers. Apologies for another Sunday send-out. It’s been a busy week, involving travel to Warsaw and sleep deprivation. Closer to home, I’m getting a foreboding sense that central bankers are about to up the ante on experimental thinking to stave off fiscal creep in their day-to-day operations. Austria’s Robert Holzmann let […]
Spot Markets Live Transcript, 19/10/23 (Tesla, China’s Belt and Road, Freedom ETF)
(Comments in bold directed to audience members) Julian Rimmer 10:30 Good morning, aloha and greetings fellow market wizards. Today Izzy is flying (I mean literally, not just in high spirits) So this grizzled, battle-hardened, embittered veteran of some three decades in the trenches of the City, is rejoined by The Blind Spot’s geopolitical expert, Dario […]
Spot Markets Live Transcript, 18/10/23 (Cables, Deglobalisation, Inflation and VC Misvaluation)
Julian Rimmer 10:32 Good morning, aloha and greetings fellow market wizards. I just realised I was typing in the wrong window. I was frankly overcome with self-loathing yesterday when I realised that co-host Dario, has a Generation Z neuralink to the keyboard that allows him to type faster (and flawlessly) than I am able to […]
Spot Markets Live Transcript, 17/10/23 (Azerbaijan and Armenia, oil, meme stocks)
(Comments in bold directed to audience members) Julian Rimmer 10:30 Good morning, aloha and greetings fellow market wizards. This morning, we are bereft of the services, input and multitasking wherewithal of Ms Kaminska but instead have resource to The Blind Spot’s exotically-appellated geopolitical expert, Dario Garcia Giner. So, pull up a chair and if you’re […]
In the Blind Spot (A big banking glitch in Japan paves the way for the digital yen)
Dear Subscribers, It’s gearing up to be a very busy October. And the big news over at the Blind Spot is that we have relaunched Spot Markets Live. The intention is to run the show until Christmas with former trader/broker turned wordsmith Julian Rimmer, and then reassess. It’s our final stab at making this work. […]
In the Blind Spot (The grand social media exodus to BlueSky begins)
Dear Subscribers, Welcome to the new look Blind Spot newsletter. We have given up on the old formatting because it was making everything look horrible in the send-out. The inspiration for the new style comes in part from how Politico organises its newsletters. They’ve been doing this a long time so emulating them is no […]
In the Blind Spot (When governments manipulate markets)
Salve Romani, How often do you think about the Roman Empire? Because the answer for me and my fellow anacyclosis-minded buddy Tim Ferguson is, obviously, hourly. To honour the fact that everyone else is thinking about the Roman Empire at least a few times a week, too, I’ve added an SPQR channel to the Blind […]