It’s amazing how this story has gone from 0 to 60 in UK press. There’s been no mainstream coverage to date but this morning the story is leading BBC News site & bulletins. www.bbc.co.uk/news/article...

New story from me about the curious role an unexpected 82.8% drop 😯 in hospital fees in April 2025 played in nudging Bulgaria’s average inflation rate to the magic level needed to qualify for eurozone entry by Jan. 2026. www.politico.eu/article/bulg...

New story from me about the curious role an unexpected 82.8% drop 😯 in hospital fees in April 2025 played in nudging Bulgaria’s average inflation rate to the magic level needed to qualify for eurozone entry by Jan. 2026. www.politico.eu/article/bulg...

Hay Castle's Weekend of Mistakes📈21-23 March A thought-provoking deep dive into financial booms, busts, bubbles, scandals and lessons for today with Felix Martin, @davidmcwecon.bsky.social, @merrynsw.bsky.social, Daniela Barone Soares, @izakaminska.bsky.social & many more. Tickets bit.ly/41MTTp6

The British government gave watchdogs fewer than two days to vet the country’s new Investment Minister Poppy Gustafsson — despite dozens of mentions of her name in two complex fraud cases. 👉 www.politico.eu/article/unit...

The U.K. government rushed through vetting for top investment minister who was Mike Lynch’s protege, Poppy Gustafsson. - story by @masonboyowen.bsky.social and me 👇 www.politico.eu/article/unit...

My latest oped 👇 Europe is misdiagnosing Trumpian economic policy and preparing for a battle against an America that no longer exists. www.politico.eu/article/dona...

"The election of Donald Trump — once again misunderstood, dismissed, and maligned by media — has exposed a fundamental truth: The establishment press no longer represents the pulse of the public," @izakaminska.bsky.social writes.

🧵 TRUMP’S ACTUAL IDEOLOGY – beyond the usual labels. TL;DR? More coherent than you might think... (1/15) First, let’s toss out two common misconceptions: • He’s not “fascist” (lacks key elements like state control) • He’s not simply “populist” (that’s become a meaningless label)

👇 www.politico.eu/article/elon...

Here we go again! www.politico.eu/article/myst...

To the sudden influx of new followers here: I don’t post on BlueSky. I tried it and gave up. Why? Because life is too short to be split across platforms. And frankly I don’t mind being confronted with views I don’t agree with as I find they educate me better about the true state of the world.

a truly intelligent computer would tell you to fuck off

Daylight overdrafts?

Pre-positioning.

There are some big shifts coming in how liquidity is dished out in global 24 hour markets. But for continuous intraday liquidity provision to be cost effective we’ll need a realtime price discovery function involving private sector liquidity pools too. the-blindspot.com/important-th...

Has anyone bothered to scour through the G7 central banker appointment diaries to see how many times calls/lunches/dinners with Ray Dalio pop up and how they correlate with Bridgewater performance? www.nytimes.com/2023/11/01/b...

What is infuriating on Bluesky is how the notifications don’t easily update and disappear when you look at them.

In today's Spot Markets Live Julian Rimmer and I get familiar with Robert McCauley's super smart "bond swap" idea, an elegant solution for containing central bank losses at the ECB. Check it out here 👇 the-blindspot.com/spot-markets...

In today's Spot Markets Live Julian Rimmer and I get familiar with Robert McCauley's super smart "bond swap" idea, an elegant solution for containing central bank losses at the ECB. Check it out here 👇 the-blindspot.com/spot-markets...

In today’s Spot Markets Live WONK ALERT: we delve into what’s the difference between a “market-function asset purchase” and QE. US growth (Potemkin or not). And why the it all points to MFAPs turning into US yield curve control. the-blindspot.com/spot-markets...

Famous last words. www.ft.com/content/226d... My view is different. Losses r fine only for as long as inflation is in check and/or the currency your cbank is issuing is in high demand and capital inflows allow your respective Treasury to keep borrowing cost effectively. But this time is different.

Reminder: all Spot Markets Live transcripts are available on the-blindspot.com. Today's session w/ the inimitable Neil Collins, Julian Rimmer & Dario Garcia Giner below. If you want to be part of the conversation tune in for the hosted chat daily at 10.30am UK time. the-blindspot.com/spot-markets...

Reminder: all Spot Markets Live transcripts are available on the-blindspot.com. Today's session w/ the inimitable Neil Collins, Julian Rimmer & Dario Garcia Giner below. If you want to be part of the conversation tune in for the hosted chat daily at 10.30am UK time. the-blindspot.com/spot-markets...

Okay so now we’ve established you can have a serious conversation here I’d like insight from fintweepblueskiers on the BoE’s recent decision to change its funding model from a cash ratio deposit model to a bank levy. I have thoughts (already expressed in the Politico newsletter and/or Blindspot NL).

Okay so now we’ve established you can have a serious conversation here I’d like insight from fintweepblueskiers on the BoE’s recent decision to change its funding model from a cash ratio deposit model to a bank levy. I have thoughts (already expressed in the Politico newsletter and/or Blindspot NL).

Alphabet reported revenue and profit from its cloud business that missed analysts’ estimates, raising concerns about the company’s future growth

Fintwit meme perfection

Testing to see if Blue Sky is actually any good at cultivating the sort of fintwit conversations that were value-adding in the early days of Twitter. Who’s up for a debate about the merits or not a minimum reserve requirement hike at the ECB?

Amazon’s Alexa has been claiming the 2020 election was stolen "After The Washington Post contacted Amazon for comment, Alexa’s responses changed." www.washingtonpost.com/technology/2...

This week’s Blind Spot wrap looks at upcoming Japan fx risk fallout and how it connects to intraday liquidity gridlock risk the-blindspot.com/in-the-blind...

The warm-up Spot Markets Live phase is now over! Today's session was with Julian Rimmer and the inimitable Neil Collins (cohost of the A long time in finance podcast). He's back tomorrow too. Check out today's transcripts on the Blind Spot: the-blindspot.com/spot-markets...

Luton Airport access restricted after large car park fire

Well this is a bit nuts: Biggest “news publisher” on Facebook is a Nigerian title owned by Ukrainians. www.garbageday.email/p/why-do-fac... Other big “news titles” are Catholic web sites in the Philipines. In other words, Meta no longer gives a fuck about “real” news.

Seven key faces of the Polish election www.politico.eu/article/peop...

Santander drafts in Osborne to advise on Metro Bank news.sky.com/story/amp/sa...

In this weekend’s Blind Spot newsletter I flag that the liquidity super nodes have finally turned up on BlueSky. the-blindspot.com/in-the-blind...

Experimenting to see what happens if you post an X link here x.com/izakaminska/...

Interestingly I only have about 60 followers but my propensity to be pulled into a debate on this site and/or to encounter direct feedback to something I posted is already much higher than on X.

This platform doesn’t update very efficiently does it.

Lack of typo control is annoying though.

I wrote about my very bad experience with Ozempic. Have serious doubts about the revolutionary weight loss solution claims. the-blindspot.com/the-problem-...

Definitely feels like this network is now experiencing some momentum.

I wrote about my very bad experience with Ozempic. Have serious doubts about the revolutionary weight loss solution claims. the-blindspot.com/the-problem-...

Finally capitulating on Twitter/X. The dumb headline removal move, the crap engagement, the reverse follower count and just general formatting issues. Beyond annoying now.

Hello to my 26 followers.

Anyone else not blown away by Oppenheimer? (Boom boom)

X?!<€$#{

Anyone up for a geeky debate about the evolution of intraday funding markets?