Spot Markets Live, 23/11/23 (Lillium EVTOL, Dutch elections cont’d, India)
Comments in bold addressed towards audience members. Below is our new format – let us know what you think! JR 10:30 Good morning, Aloha and greetings fellow market wizards Happy Thanksgiving Day to everyone, especially my geopolitical zoomer down there in the south of Spain, dario… DGG 10:31 Hello all!! JR 10:31 some Turkey talk […]
Pfizer is suing Poland over vaccines. This is how we got here (POLITICO)
By Carlo Martuscelli · Nov 22, 2023 It took a while, but the bill finally came. On Tuesday evening, Gazeta Prawa reported that U.S. pharmaceutical giant Pfizer is taking the Polish government to court over missing payments for 60 million doses of the COVID-19 vaccine it developed with BioNTech. The lawsuit, which comes as Poland […]
Spot Markets Live, 22/11/23 (Skunkworks, Dutch elections, OpenAI’s Dubai shenanigans)
All comments in bold addressed to audience members Julian Rimmer 10:30 Good morning, aloha and greetings fellow market wizards and good morning, Dario and welcome to the latest installment of the Boomer and the Zoomer Dario Garcia Giner 10:31 Good morning all! Julian Rimmer 10:32 given the chaotic nature of my morning thus far, I […]
BoE considers HMT indemnity for losses ‘binding’ (POLITICO)
By Izabella Kaminska · Nov 21, 2023 LONDON ― The Bank of England would likely treat any failure by the U.K. Treasury to transfer funds to cover losses related to quantitative easing as a breach of the indemnity it was issued by government in 2009, policymakers were told on Tuesday. The guarantee, that was theoretically […]
Spot Markets Live, 21/11/23 (OpenAI, Milei, S&P equity concentration)
All comments in bold addressed to audience members Julian Rimmer 10:31 Good morning, aloha and greetings fellow market wizards Apologies for airwave silence yesterday but technological problems and a race against time defeated us. Nonetheless, here we are this morning, postively brimming with vim and information And greetings, Dario Dario Garcia Giner 10:32 Greetings Julian, […]
In The Blind Spot (Radio Free Europe gives way to TikTok meme warfare)
Dear Subscribers, Since nobody can agree if central bank losses really matter, and/or if raising the minimum reserve requirement makes sense or not, I thought it might be helpful to revisit perspectives from 2009 to see what highly respected central bank voices were saying back then about the prospect of sticky QE exits. So here, […]
**IMPORTANT** The Uber surge pricing model really is coming to liquidity markets
Lorie Logan gives nod that The Blind Spot’s intraday liquidity thesis is accurate.
Spot Markets Live, 17/11/23 (Finance ski challenge, EM opportunities, Pawnbrokers for all season)
Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards And I am joined this morning by Izzy whom I introduce to you a little bit like when Parky introduced Helen Mirren onto his talk show. This is what I want you to imagine 10:31 Parkinson introducing Helen Mirren – Google Search Izabella Kaminska […]
Spot Markets Live, 16/11/23 (Train strikes, Attritable Weaponry, U.S. Housing)
Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards you can tell that Christmas is fast approaching not the sound of jingle bells or Christmas lights sparkling on the high street but rather an announcement from the train unions that they are going on strike more of this later but first, buenos dias […]
Spot Markets Live, 15/11/23 (Gaza Marine Gas, Student-Loan Securities, Tightening M2)
Comments in bold addressed to audience members Julian Rimmer 10:31 Good morning, aloha and greetings, fellow market wizards Once again I’m joined by Dario down there in the south of Spain which is where someone who spent three decades in the city should be but isn’t morning dario Dario Garcia Giner 10:31 Aloha! Julian Rimmer […]