Blain's Morning Porridge

Judder Moments in Qatar and Trump’s demands.

Gold is up on debt fears. What’s the likely outcome?

When Politics and Markets collide – look the other way!

The UK Gilts Market – Stable and Secure – Why Talk it Down?

The Judder Moment: China Rises – Western Long Bonds Tumble.

Political Stress in the West while a New Asia Emerges

The art of selling cars to folk who know nothing.

The Renaissance of the European Economy approaches.

Relax. Nothing to Worry About. The Long Term is now Tomorrow Morning.

The UK and IMF – Speculative Hype Presented as Irrefutable Fact

Towards QE v.2 – Even bigger and more distorting.

Russia, Bank Failures and Capitalism

Trump’s Catch 22 Economy

Without data we know nothing. Walk away.

Blame Canada! That’s a problem for the UK.

What do Powell and Bessent chat about at Breakfast? Trump or rising risks?

Trump Has Surprised Markets to the Upside – It’s Difficult to Accept.