Reletter
Artwork for Market Blind Spots

Market Blind Spots

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues35Founded2 months agoLast Issue4 days ago
Active

Read this Newsletter

puntociegodelosmercados.substack.co...
Artwork for Market Blind Spots

Latest Issues

HAWKISH FED MINUTES SIGNAL ANOTHER 25 BP RATE HIKE BEFORE YEAR-END / EUR AT EXTREMELY OVERSOLD LEVELS / US EQUITIES: A. THE RATE-DRIVEN MULTIPLE ADJUSTMENT IS ALREADY WELL ADVANCED.

Good morning,

THE FED MINUTES effectively lock in another 25 bp rate hike before year-end. France’s fiscal risk and the escalation of tensions in the Middle East CONTINUE TO WEIGH ON MARKETS.

According to Bloomberg, inflation fears and th...

4 days ago
7

FRANCE'S BUDGET: NO SURPRISES … THE MARKET PUNISHES IT WITH A DROP TO GERMAN QUALITY / TECHNOLOGY DIFFUSION … AI LEADERSHIP ENTERS A NEW PHASE … EXPANDING TOWARD SOFTWARE ENABLERS AND ADOPTERS / GOAL

Hello fellas,

Let’s start the weekend with a brief look at the current market

FRENCH POLITICS: THE 2027 BUDGET PROPOSAL DELIVERS NO SURPRISES. The macro team maintains its forecast of a 5.4% deficit for next year, broadly unchanged from 2...

9 days ago
6
2

U.S. MACROECONOMICS CONTINUES TO OUTPERFORM … AND CONSUMERS CAN WITHSTAND THE FED'S RATE HIKES … THANKS TO HIGHER-INCOME HOUSEHOLDS

Good morning,

ASIA REOPENS MIXED, WHILE OIL CONTINUES TO RISE

Asian markets have reopened with mixed performances following the holidays, while oil prices continue to climb amid the lack of progress towards reopening the Strait of Hormuz....

14 days ago
4

SAVE THE DATE… SUPERSECTORS ON OCTOBER 1 AT THE HESPERIA / BOND SELL-OFF TRIGGERS “FEAR” SIGNAL ON MS’S RISK SENTIMENT INDICATOR … GOOD HISTORICAL SIGNAL FOR THE STOCK MARKET / EUROPE SPECIAL

The open letter by Dario Amodei, published over the weekend and co-signed by Sam Altman and Elon Musk, called for greater restraint in the development of frontier models.

The market was quick to price in a reduction in AI capex, with AI en...

a month ago
4

THE FOCUS REMAINS ON YIELDS / WE RAISED OUR GAS ESTIMATES / LONG POSITIONS IN EUROPEAN BANKS

US equity indices were relatively stable yesterday (SPX +0.46%, NDX +0.23%), helped by the pause in the rebound in oil prices and yields (UST at 4.77%). The moderation seen in the latest labour market data provided some relief, with yesterd...

a month ago
5

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Market Blind Spots.

SubscribersEngagement75Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • Market Blind Spots

    Markets, companies, and trends explained from a perspective that almost no one takes into account.

  • Frequently Asked Questions

    How can I access the email archive for Market Blind Spots?

    You can find recent issues that have been published by Market Blind Spots on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Market Blind Spots have?

    To see how many people subscribe to Market Blind Spots, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Market Blind Spots?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Market Blind Spots as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Market Blind Spots?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Market Blind Spots using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Market Blind Spots?

    Scroll up to where it says Related Newsletters to see other publications like Market Blind Spots. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Market Blind Spots?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.