Where finance and media intersect with reality.
This WordPress site is now open to all as an archive. For the active Blind Spot head over to our new home on Substack.
Dear subscribers, As most of you will be aware, I’ve been slowly migrating active subscribers from the old Blind Spot WordPress site at the-blindspot.com over
Just another reminder that we are now publishing on Substack and that we will be shifting this url over to substack in September. We will
And why warehouse receipts originated by foreign participants in China could be the latest incarnation of eurodollars.
Dear legacy site subscribers, I am writing to encourage you once again to shift your subs over to Substack, where I continue to produce daily
TLDR: Washington’s $55 billion IMF quota increase, criticised by the WSJ as a bad deal, is better understood as a strategic, one-off liquidity concession to China — wrapped in multilateral optics — to head off a destabilising dollar crunch and BRI unraveling. It also helps accelerate America’s pivot away from weakening multilateral influence toward more controllable bilateral dollar swap arrangements.
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