Category EU

Blain’s Morning Porridge ECB EU Europe geopolitics Russia Ukraine

Europe Grows a Pair? Bet the Russians never expected that!

The risks in Ukraine are escalating as Russia shows the nuclear card – but markets are behaving as if its Russia has been backfooted as the West finally wakes-up to the threat. Russia might have miscalculated some aspects of its strategy, but it would be wrong to think much has changed – yet!

Escalation, Nuclear Exchange, Risk of War, Risks
Bill Blain
February 28, 2022
2

Blain’s Morning Porridge ECB EU Germany

A New Germany – will it change much?

The new Germany looks almost exciting! What will a post-Merkel Germany look like? Will green and business interests align under the new fraffic-light government? How will the relationship with Brussels and the ECB shape up? “Interesting” times ahead.

European bond programme, European Union, German Politics, Traffic Light Government
Bill Blain
November 30, 2021
2

Blain’s Morning Porridge ECB EU Europe European Sovereign Credit France

Stock Market Dips and The ECB’s Power Play

Global Stock markets seem to be living the dream, but under the surface there are serious concerns. In Yoorp the ECB makes its power play this week to confirm its place within the political trinity of States, EU and ECB by effectively handing itself control of the fiscal and industrial policy levers that could power up Europe. No one tell the Germans…

ECB, Europe, France, Lagarde, Retail Investors, Stock Markets
Bill Blain
July 6, 2021

Blain’s Morning Porridge Climate Change ESG EU

Holier than thou ESG?

Demand for the EU’s Social Bond deal was strong as ESG funds scramble to find qualifying assets, but just how much ESG is enough? Has ESG got overly Woke?

Climate Change, ECB, ESG, EU Social Bonds
Bill Blain
March 24, 2021
11

Blain’s Morning Porridge EU USA

Blain’s Morning Porridge – Jan 14 2021: Distracting Times

Blain’s Morning Porridge – Jan 14 2021: Distracting Times “Some men are born mediocre, some men achieve mediocrity, and some…

Bill Blain
January 14, 2021

EU Blain’s Morning Porridge

Blain’s Morning Porridge – Dec 10 2020: Fog In Channel, France Cut Off!

“Hearts of Oak are our ships, Hearts of Oak are our men” Only 2 more days till Nicky and I…

Bill Blain
December 10, 2020

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

Blain’s Morning Porridge – July 21st 2020: Ode To Joy? Why Not!

Blain’s Morning Porridge – June 21st2020: Ode To Joy? Why Not! “Europe will not be made all at once, or…

Bill Blain
July 21, 2020

Markets EU

Blain’s Morning Porridge – May 29th 2020: Yoorp Never Disappoints

Blain’s Morning Porridge – 29th May 2020 – Yoorp never disappoints! “Where Alph, the sacred river, ran through caverns measureless…

Bill Blain
May 29, 2020

Covid EU Financial Crisis USA

Blain’s Morning Porridge – May 11th 2020 – Bond Triggers Tumble

Blain’s Morning Porridge – May 11th2020 “When this baby hits 88 miles per hour, you’re going to see some serious….…

Bill Blain
May 11, 2020

AI Trading Bots? Retail Beware
May 31, 2023
Let’s assume the US Debt crisis is averted. What comes next? A full-on speculative bubble and hype around Artificial Intelligence is underway. How will AI influence trading strategies, or turn markets into gray-goo? Will AI trading prove to be little more than finding new innovative ways to relieve retail investors of their money?Read More »
The Importance of Real versus Maybe Returns in Investment
May 30, 2023
AI has become the markets new, new thang/bubble as investors pile into the new, new narrative forgetting the fundamental rules of investment are about generating dull, boring, predictable returns which look frothy in hot stocks, negative yields in bonds, thus positive returns from real assets stand out!Read More »
UK Inflation is Sticky… Wow! Try telling that to the Bank of England. Why?
May 25, 2023
Yesterday’s UK inflation numbers hint the Bank doesn’t understand the modern drivers of inflation or how to address them. It leaves some stark likely outcomes: stagflation or a Reflationary Death Scramble. Neither are good.Read More »
BRICS? China’s Economic Strategy is Propaganda-driven in the Geopolitical Rut.
May 24, 2023
There is a myth BRICS nations now exceed the GDP of the G7 West. It’s propaganda to boost a story of de-dollarisation, anti-G7 rhetoric and how China and its allies will create a stronger, more equal global market. It’s like watching Stags fight for dominance.Read More »
Fishing, Markets, the UK and the Scandal of the Libor Scandal!
May 22, 2023
Markets remain obscure and uncertain, but the UK’s virtuous sovereign trinity and financial exceptionalism is at stake as political graft mounts and a previous financial scandal comes back as a new one – the Libor Scandal needs investigation.Read More »