Tag Pandemic

UK Blain’s Morning Porridge Markets

Complacent Goldilocks Got Eaten by Bear

The weather on the Pacific Northwest has turned ugly, as might the financial weather if the current degree of market complacency proves unfounded!

Geopolitics, Inflation, jobs, Market risks, Pandemic, Recovery
Bill Blain
June 30, 2021
6

Blain’s Morning Porridge China Coal Mining commodities Pandemic Supply Chains Vaccine Virus Recovery

BatPoop Crazy Stories May Herald a New Trade War

Everyone loves a conspiracy theory, but what if the stories Covid escaped from a China virus lab take hold? We will never know the truth, but as the rumours multiply, they could trigger renewed trade-war. It could unravel China’s regional hegemony and trigger a dramatic reversal for the global economy -especially for China.

China, China Growth, Pandemic, Trade War, Wuhan Virus Lab
Bill Blain
May 26, 2021
3

Blain’s Morning Porridge Politics UK Virus Recovery

Long Covid and Political Risk

Markets anticipate the end of pandemic, but the news flow from India highlights ongoing global crisis and Covid is here for the long-term. The risk of political instability from failed Covid policies is high. In the UK, political instability could ratchet higher on the rising tide of Tory sleaze and Dominic Cummings taking his revenge cold.

brazil, India, Pandemic, Pandemic Recovery, Political Risk, UK Politics
Bill Blain
April 26, 2021

The Future of Banks: Dinosaurs or Adapt
March 29, 2023
The current crisis (?) is another step in banking’s progress towards an evolutionary dead end. The future doesn’t need banks. It will need smart risk takers, and new ways to originate and distribute risk.. an opportunity for banks clever enough to evolve!Read More »
The Rent Debate – Part 2. How to Fix UK Housing.
March 28, 2023
Part 2 of the London Rent Crisis. London, and whole UK housing market, is broken. Demand greatly exceeds supply allowing rotten greedy landlords to game the system and abuse tenants. Can it be fixed – absolutely…Read More »
The Week ahead will be Full of Noise – Buckle-up and Enjoy It!
March 27, 2023
The Media love financial crisis – it sells. The reality is the need to understand, plan, prepare, and don’t expect anything you expected to happen, happen. Enjoy. Sun comes up tomorrow.Read More »
An Open letter to the Mayor of London, Sadiq Khan, and the Housing Minister Rachel Maclean
March 24, 2023
Outrageous rental increases and the naked greed of professional landlords will result in a dearth of young workers priced out of London. It will destroy the City’s economy and negatively impact the UK even more conclusively than the Luftwaffe, political mistakes, global banking crisis, pandemic or recession.Read More »
Banks, The Fed, Rates, Inflation = A Stagflationary Bust?
March 23, 2023
The Fed tries to be dovish to calm market fears, but banking fears and inflationary threats on the economy may lead us somewhere new: A Stagflationary Bust!Read More »