Leaked Lunch: Huw Van Steenis at La Brasseria
Season two of the Leaked Lunch podcast kicks off with a sit-down brunch with finance expert and current vice chair at Oliver Wyman Huw Van Steenis. Huw was previously global head of strategy at asset manager Schroders and a top dog within the equities research division at Morgan Stanley. But it’s in his former role […]
Spot Markets Live Transcript (13/02/23)
Anjuli Davies10:57 … Good morning and welcome to Spot Markets Live, the weekly round robin of micro and macro news. Today I’m excited to be joined by @Macrokurd. A portfolio manager at a multi-billion dollar hedge fund running an emerging markets macro business. He previously spent time at an investment bank running a trading desk […]
In the Blind Spot (Exxon, Asset Appropriation, UAP)
Welcome to the first premium edition of the Blind Spot Wrap, compiled by Izabella Kaminska (IK) with help from Dario Garcia Giner (DGG). Apologies for the Sunday arrival, but it’s half term and my comprehensive critique of Britcoin took priority on Friday. Reminder: Monday’s Spot Markets Live will be going ahead at 11am UK time […]
A comprehensive critique of “Britcoin”. You’re welcome
The Bank of England and His Majesty’s Treasury announced a joint consultation into the feasibility of issuing a digital pound this week. The move followed in the footsteps of the European Central Bank moving ahead with a similar plan earlier this year. So is this all a question of central bank FOMO? Or is there […]
Estonia advances EU bill to fully appropriate Russian assets (POLITICO)
POLITICO, (Feb 7. 2023) – by Paola Tamma
Britain: “We were afraid of a CBDC gap”
You may have woken up on Tuesday to the surprising news that “Britcoin”, the UK’s stab at a digital pound, will be with us by the latter half of this decade. Here’s a small selection of the Britcoin news of the day, all mysteriously published at 10.30pm last night (i.e. about 33 mins before I […]
No NHS Reform Talk Please, We’re British (POLITICO)
POLITICO, (Feb 6, 2023) – by Helen Collis
Spot Markets Live Transcript (06/02/23)
Anjuli Davies10:55 … 10:59Good morning and welcome to Spot Markets Live, the weekly round-robin of stocks and markets news. Today I’m excited to be joined by Helen Thomas, CEO of BlondeMoney, an elite macroeconomic consultancy which you can sign up for here: https://blondemoney.co.uk/ Welcome Helen ! Helen10:59 Hello everyone! Thank you Anjuli for the invite Anjuli […]
In the Blind Spot (Short Squeeze, Autos as Currency, Energy Curves)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska. It’s been a busy week for The Blind Spot, so apologies for light content this week. A quick heads up that this is the last free edition of this wrap. As of next Friday, this becomes part of our basic premium package. Anjuli […]
Europe is Facing a Grain Glut (POLITICO)
Seven countries call for urgent steps to tackle glut of food imports from Ukraine, but stop short of calling for reimposition of tariffs. POLITICO, (Jan 30, 2023) By Bartosz Brzezinski Eastern European member countries, including Poland, Hungary and Romania, have called for limits on surging imports of Ukrainian grain into the EU and compensating farmers […]