Blain's Morning Porridge

Financial Commentary for Smart People

Blain's Morning Porridge

Financial Commentary for Smart People

Daily insights, analysis and explanation of the key themes and events driving global financial markets

Bill Blain’s Morning Porridge –

Bill Blain
March 22, 2023
9:14 am
6 comments

What next for Banks in wake of CoCo crisis from Credit Suisse and Rising Inflation?

Just how vulnerable are banks to further contagion and crisis? With inflation still running loose, central banks still set to hike, while consumer and corporate pressures mount, the banking crisis may only just have started.

Bill Blain’s Morning Porridge –

Bill Blain
March 22, 2023
9:14 am
6 comments

What next for Banks in wake of CoCo crisis from Credit Suisse and Rising Inflation?

Just how vulnerable are banks to further contagion and crisis? With inflation still running loose, central banks still set to hike, while consumer and corporate pressures mount, the banking crisis may only just have started.

Bill Blain’s Morning Porridge –

Bill Blain
March 21, 2023
7:29 am
8 comments

CoCos, AT1s – Proved Right at Last!

The “rescue” of Credit Suisse, thereby averting a European banking crisis, is getting less comment than the nixing of its $17.5 bln of CoCo Bonds. I’ve been warning about CoCos since 2011. Finally I got something right!

Bill Blain’s Morning Porridge –

Bill Blain
March 17, 2023
9:22 am
12 comments

The War Between Market Stability and Chaos hots up – How will it play?

Central Banks face a mighty challenge persuading markets and depositors the banking system is stable. The war between chaos and order in markets has turned hot. At stake is the stability and future of the global economy. Anyone for the last few choc ice?

Bill Blain’s Morning Porridge –

Bill Blain
March 16, 2023
7:32 am
4 comments

Credit Suisse – How Bad and What Next?

Credit Suisse is in the headlines for all the wrong reasons. Confidence in the bank is zero. The Swiss National Bank has provided a backstop, but a sale looks likely of the bank that just can’t get it right.

Bill Blain’s Morning Porridge –

Bill Blain
March 15, 2023
6:58 am
11 comments

What future for Banks, and the UK budget

SVB is done and dusted, and its time to ask questions, like: what is the future for banks? What do they do, and how do they do it? Are they at an evolutionary dead end? Probably. And the sheer joy that is the UK budget… stronger coffee please.

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Daily analysis and explanation of the key themes and events driving global financial markets from Bill Blain, Market Strategist, Shard Capital.

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