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 […]
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 […]
Dentists, bakers and trained killers: Meet the French navy’s elite crew (POLITICO)
By Laura Kayali · Oct 23, 2023 ABOARD THE FRENCH HELICOPTER CARRIER TONNERRE — John Denver’s “Country Roads,” a folk song from 1971, resounds through the Tonnerre. It’s 7:30 a.m., and some of the crew aboard the Mistral-class amphibious helicopter carrier are already eating breakfast — loading up on calories ahead of a planned exercise […]
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 […]