Category Brexit

Blain’s Morning Porridge Brexit Capitalism central banks Debt defence ECB Economy Energy Europe Financial Crisis Gas Germany Global Growth Government Inflation interest rates Italy Market Crash Political risk Recession Russia sanctions stagflation UK Ukraine USA

Things are never as bad as you fear… are they?

The news looks bleak. A cataclysm of gloom is set to sink Europe and the UK – but, maybe things aren’t as bad as we think. Good news and a realisation things can get better could stabilize sentiment, and build a recovery base. Maybe?

Energy, European Crisis, Gas, politics, Russia
Bill Blain
September 7, 2022
22

Blain’s Morning Porridge Bank of England Brexit Inflation UK

Harry Hindsight, the world’s greatest trader is short Credit, Stocks, Brexit and the UK

Harry Hindsight is the world’s greatest market trader – he’s circling round the opportunities presented by inflation and the risks its presents. He’s short bonds, credit, stocks, Brexit and the UK.

Brexit, Gilts, Inflation, Inflation Investments, OECD, UK
Bill Blain
June 10, 2022
9

Blain’s Morning Porridge Bank of England Bonds Brexit central banks UK

Where go Markets? Up, Down or Shake them all about?

Dead Cat Bounce or a renewed upside trend? The range of opinions and views on where markets are headed is diverse and confused – will bonds and stocks recover, or will energy, food and inflation shocks further destabilise sentiment. These are dangerous times, but fools will always rush in.

Blain’s Morning Porridge Brexit Capitalism France Government Political risk Tesla UK

The Political Threat Board Flashes Red

Populism is a massive threat to markets. Inflation, tax-hikes, petrol costs, poverty, political mismanagement and a host of other failings could further destabilise the West, while markets seem determined to stay euphoric whatever the evidence to the contrary.

Europe, France, Macron, Marine Le Pen, politics, Rishi Sunak, UK
Bill Blain
April 11, 2022
12

Blain’s Morning Porridge Brexit Europe

Fog in Channel, Continent Cut Off

5 years after Brexit vote and the sun still occasionally shines. For how much longer. Don’t worry… it could be much much worse..

Blain’s Morning Porridge Brexit China Europe UK

Forget the noise, distractions and sausages, the real issue is inflation vs deflation

As the UK and Yoorp prepare for a set-to over Sausages, the real issue remains inflation vs deflation. Are rising PPIs in China due to speculation on commodities boosting prices, is inflation due to supply glitches, and are the longer-term threats of Central Bank taper, growing West-East tension, and the reality of pandemic debt likely to tip us back into a deflationary cycle?

Brexit, China, Europe, Inflation, Sausage Wars, Trade Wars
Bill Blain
June 9, 2021
1

Blain’s Morning Porridge Apple Bonds Brexit Covid Economy Politics Tesla

Vaccine Cold War or Playground Sulk?

Why is Europe suspending the AstraZeneca Vaccine? What’s the real story? And; The trick to investing in disruptive tech is to spot the solution to a need, rather than an answer looking for a question.

Boating Blain’s Morning Porridge Bonds Brexit Politics

UK Political Risk

Congratulations to Italy’s Team Luna Rossa Prada Pirelli winning the sailing Prada Cup on Sunday morning to knock the UK out of this year’s America’s Cup.

Bill Blain
February 22, 2021

USA Brexit EU

Blain’s Morning Porridge – 7 Dec 2020 – Yoorp is nervous

“A day that will live in infamy…” This is the last week of this year’s charity appeal – raising money…

Bill Blain
December 7, 2020

News Bonds Brexit

Blain’s Morning Porridge – Nov 16th 2020: Taking a punt

“We spend more on cows than on the poor.” This morning: Gordon Brown, taking a punt on Brexit and vaccine…

Bill Blain
November 16, 2020

The UK crisis: Questions that Must be Asked: How was it allowed to happen?
September 27, 2022
The UK confidence crisis is not over yet. Chancellor Kwasi Kwarteng is saying nothing, hoping for stability. The Bank of England finds itself providing top cover by its willingness to hike rates. The Treasury Select Committee should be asking what advice the OBR, Treasury, The Bank of England and the Gilts Office gave Kwarteng.Read More »
The Everything Sell Off – Triggers and Consequences
September 27, 2022
Global Markets have nosedived – the UK’s confidence crisis is one trigger alongside rising recession risks, crashing consumer spending and host of indications we ain’t near done on higher interest rates as inflation becomes embedded into economies and dollar strength continues unabated.Read More »
The UK’s Monumental Policy Mistake – how bad will it get?
September 26, 2022
What a mess. Kwasi Kwarteng’s Special Fiscal Operation failed to stabilise UK markets and has zero prospect of driving growth. The new government stumbled at the first jump. How bad will it get? What are the implications? Who is next for the Chancellor’s job?Read More »
Changing the narrative, one lie at a time
September 22, 2022
The biggest crisis the West faces may not be the challenges of energy, confidence, inflation and growth, but restoring trust in the narrative by cutting out the disinformation planted by our enemies. Time for some leadership.Read More »
The New Truss Trickle-Down Economic Plan Won’t Work, But Might Boost Markets
September 21, 2022
The new Truss/Kwarteng grand plan to create a UK High Growth High Wage economy boils down to trickle-down economics, which simply don’t work. They won’t restore the economy, but they may, perversely, boost markets.Read More »