Spot Markets Live, 14/11/23 ( Tesla, Japanese Carry Trade, Catalonia)
Julian Rimmer 10:31 Good morning, Aloha and greetings fellow market wizards Nunc tempus loquendi joined once again, this grim, damp autumnal morning by our geopolitical zoomer, Dario hola Dario Garcia Giner 10:31 Hola! Julian Rimmer 10:32 So, Dario, a disturbing anecdote Dario Garcia Giner 10:32 Do share Julian Rimmer 10:32 When I was young, my […]
Spot Markets Live, 13/11/23 ( Moody’s, AirBNB, Panama Canal cont’d)
Comments in bold addressed to audience members Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards Nunc tempus loquendi This morning, I am once again joined by our geopolitical Zoomer, Dario The Zoomer types, writes and thinks quickly, deftly, lightly switching from one subject to another with no more forethought than a swallow […]
In the Blind Spot (Spanish sovereignty, technocracy and stablecoins)
Dear Blind Spotters, It’s Remembrance Sunday so I’m going to keep today’s intro short. My main value-add of the week is that I had the opportunity to interview City Minister/Economic Secretary to the Treasury Andrew Griffith at Politico’s first-ever UK Financial Services summit on Thursday. He told me that the reason pensions reform was missing […]
Spot Markets Live, 10/11/23 (Repo markets, Adam Glapinski, Ozempic)
(Comments directed towards audience members in bold) Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards Izabella Kaminska 10:30 Morning. How are you today? I have a bit of a headache I confess. Julian Rimmer 10:30 I’m very sorry to hear this Izabella Kaminska 10:30 .Not just because I had to do three […]
Spot Markets Live 09/11/23, (China, Adani Group, EPS Growth)
(All comments in bold addressed towards audience members) Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards. Nunc tempus loquendi first of all, we have some major news in the house and congratulations to bestow on our resident Zoomer Dario has passed his driving test Plaudits Dario Dario Garcia Giner 10:31 9 years […]
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 […]