Tag Geopolitical Risks

Blain’s Morning Porridge geopolitics

What does Rugby Tell Us About Markets?

What does the Rugby World Cup tell us about markets? Expect the unexpected? Ignore nothing and don’t bet on favourites? Perhaps.. As the geopolitical threats pile upon each other, it’s time for caution. Forwards win games, but backs stop it being lost!

Energy, Geopolitical Risks, Israel, oil, Palestine, Rugby
Bill Blain
October 16, 2023
2

Blain’s Morning Porridge Brazil China Europe G7 geopolitics India Russia

BRICS? China’s Economic Strategy is Propaganda-driven in the Geopolitical Rut.

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.

BRICS, Geopolitical Risks, Jim O'Neill, Propaganda
Bill Blain
May 24, 2023
5

Outrageous Predictions and why 2024 will be about China, elections, oil and conflict!
December 6, 2023
Saxo Bank’s Outrageous Predictions are great fun, but the reality is 2024 is going to be about Elections, Oil and Energy Prices, Conflict and how China plays these three forces. China will dominate 2024 – for all the wrong reasons.Read More »
Quantum Computing and what it might mean for Bitcoin vs Gold
December 5, 2023
“I think there is a world demand for about five computers” Yesterday IMB announced a new breakthrough in quantum computing. One day Qubits will make crypto obsolete. A new revolution in computing is coming, and it could well be IBM that leads it!Read More »
Gold, Always Believe in Gold!
December 4, 2023
Gold has hit new record dollar levels – reflecting not just current uncertainty, but also the de-dollarisation narrative and it’s attractions as an inflation and market hedge, and long-term value. It’s worth keeping an eye on.Read More »
COP 28 May Put Saving The Planet Back on Track
December 1, 2023
Farewell Alastair Darling and Shane MacGowan. COP 28 has been getting pushback from activists upset big-business is attending. That’s possibly the best thing for the planet if the commercial sector embraces the challenges and opportunities raised by climate change!Read More »
Interest Rate Scenarios: Stick with the Normalisation Cure, or another Puff of QE Skunk?
November 30, 2023
Expectations of early interest rate cuts are high, especially as recession signals are set to rise through Q1 2024. Will Central Banks stay the course and normalise interest rates, or will be take the easy option of further low interest rate distortion?Read More »