In the Blind Spot (Swiss banker exodus, Gosbanking, Bunds)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska and Dario Garcia Giner. Seizing the means of finance: I argued that the period between the fall of Silicon Valley Bank and the fall of Credit Suisse amounted to 10 days that shook the financial world, a reference to the famous John Reed […]
Spot Markets Live Transcript (24/03/23) *** Fall of Rome Continues ***
Izabella Kaminska11:00 Good morning everyone. FRANCES COPPOLA11:00 Morning! Izabella Kaminska11:00 And welcome to Spot Markets Live – or as we like to call it – ‘Dispatches from the fall of Rome”. Or is it the Fire of London? Not sure. I can take the Tacitus role. I’m joined by my companion in arms, Samuel Pepys. […]
Spot Markets Live (23/03/03)
Anjuli Davies10:58 … FRANCES COPPOLA10:59 .. Anjuli Davies10:59 Good morning SMLers The crazy week continues FRANCES COPPOLA10:59 Morning all Anjuli Davies11:00 My morning has been a metaphor of the world economy or as Sonja Laud, chief investment officer at Legal & General, told BBC Radio 4’s Today programme “If you slam on the brakes, the chances […]
Spot Markets Live (22/03/2023)
Continuing our dispatches from the Fall of the Roman Republic, Frances Coppola is joined by Kathleen Tyson, chief executive, of Pacemaker.Global. FRANCES COPPOLA11:00 .. Morning everyone. Kathleen Tyson11:01 Good morning. Thanks for inviting me. FRANCES COPPOLA11:02 Today I’m joined by Kathleen Tyson, chief executive of https://www.pacemaker.global/ Kathleen Tyson11:02 Oooh! Nice welcome, John! FRANCES COPPOLA11:02 it’s […]
Spot Markets Live Transcript (21/03/23)
Today’s edition of Spot Markets Live was hosted by Frances Coppola, with a small fly-by from Izzy. FRANCES COPPOLA10:58 .. 11:00Hi everyone, welcome back. This is my first solo flight. Hope we don’t have a crash landing. And no, I wasn’t up at dawn today! Speaking of crash landings…. 11:02ugh I was trying to post […]
Spot Markets Live Transcript (20/03/23)
Anjuli Davies10:59 Good morning all ! FRANCES COPPOLA10:59 Morning everyone Ben Harrington10:59 Morning! Good to be back on ML Anjuli Davies10:59 Very excited to be joined today by both Ben Harrington and Frances Coppola FRANCES COPPOLA10:59 I’m four coffees in already Anjuli Davies11:00 Can find Ben at www.betaville.co.uk (quick shoutout) So…dare I ask, where do we start? […]
Spot Markets Live is DAILY this week at 11am UK Time
Join former banking and finance correspondent Anjuli Davies for Monday’s session of Spot Markets Live on the Coodash platform at 11am UK time. She will be joined by Betaville’s Ben Harrington and banking expert Frances Coppola. https://finhub.coodash.com/login We will be running these sessions daily this week, at 11am UK time. If you don’t have a […]
Financial contagion watch for Monday
What a weekend. And thanks for ruining Mothers Day, Credit Suisse. Here are some bullets to bear in mind for Monday based on what I’ve been hearing from sources, my own analysis and general reporting. Apologies for typos – written on an iPhone. **NOT**A KOBAYASHI MARU. Well, don’t I have egg on my face? On Thursday […]
In the Blind Spot (Carry trades, Farmers, The ESF)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska and Dario Garcia Giner. Apologies for typos and garbled text, but it’s been quite a week and we all need sleep! Banking crisis: A flashback from 2017, via Reuters: Stakeholders in Japan’s banking sector were concerned about Japanese banks’ exposure to American bonds, […]
Spot Markets Live Transcript (17/03/23)
The below is the transcript to Friday’s impromptu Spot Markets Live session. Izabella Kaminska 10:59Good Morning SMLers! I see some of you are nice and early 🙂 I’m back. It’s a Friday, my non-Politico day. And well, with what’s been going on, how could I possibly not do a session? Anjuli will be back on […]