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Blain's Morning Porridge

Bill Blain

Financial Commentary for Smart People

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PricingOnly free issuesPublishesDaily
Issues247Founded6 years agoLast Issue5 days ago
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Latest Issues

Blain’s Morning Porridge Sept 17th, 2026: Markets, Politics and Paying for the Narrative

Kevin Warsh established a degree of credibility for the Fed and himself yesterday by hiking rates. The Fed is focused on fighting inflation – the best long-term option, but a short-term painful outcome for American voters. The coming electo...

5 days ago

Blain’s Morning Porridge 16th, Sept 2026 – Bond fears, and why slowing UK QT makes sense

Global Bond yields remain… fragile. As the US breaches 5% 10-year yields, the UK is now slowing QT which should be market positive. It’s high time the Bank of England and the UK Treasury (which famously pretend the other doesn’t exist) coop...

6 days ago

Blain’s Morning Porridge September 15th, 2026: What chance of European Growth?

Europe is a diverse, culturally rich and fascinating continent but increasingly looks an economic basket case facing economic and demographic decline. Its suffering economic PTSD after successive shocks in Banking, Sovereign Debt and now En...

7 days ago

Blain’s Morning Porridge – 14th, Sept 2026: AI, Horses, Stable Doors… oh dear.

There is a rising kerfuffle around the safety of AI. There are good reasons to be fearful. The leading AI Tech Lords now acknowledge there are serious dangers – but AI is now a strategic resource! Thus, there are games of national and compa...

8 days ago

Blain’s Morning Comment 9/11 2026 – The King is Mad – step forward the New King!

Keep your eyes on JD Vance. He is headed for a coronation. What will that mean for America and global markets? He’s not stupid, but many suspect hes is not his own man – he owes his successes to billionaire Mega-mind Peter Theil. Vance will...

11 days ago
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