EU

Nov
28

Exchange Invest 2518: Energy Bubbles

PLY: Clearly the UK has a problem as its current useless socialist government will be voted out soon to be replaced by a really left wing administration - when suitably bankrupt, we might get a common sense outbreak of government but…
16 min read
Nov
24

Exchange Invest 2515: Swap Connect Delay?

Some might say Sequoia, Temasek and all those Ontario teachers who saw their pension funds shaved, can all believe La Fried practised what she preaches in terms of “distributive justice” but we could not possibly comment.
11 min read
Oct
19

Exchange Invest 2484: IBKR On Fire

HKEX 2022 Q3 Results; Interactive Brokers Group 2022 Q3 Results
9 min read
Sep
24

162 Exchange Invest Weekly Podcast September 24th, 2022

NYSHEX (New York Shipping Exchange) has closed a $25 million Series B round to improve the reliability and efficiency of global shipping. Very exciting.
14 min read
Sep
17

Exchange Invest 2457 Weekend Edition: Never Ending Abundance & More…

In Ed We Trust was the message of the week in Parish Notes as we pondered an FT article. An interesting discussion enjoyed by our subscribers. To get the daily insights on market structure, send me an email.
4 min read
Sep
13

Exchange Invest 2453: EU Cutting Energy Margins

While sound folks like Peter Reitz are having to show a simple demand / supply curve to try to explain why markets are fine, it’s the supply which is failing, the brilliant Huw Jones of Reuters scoops yet again with news EU authorities...
10 min read
Sep
06

Exchange Invest 2447: Energy Market Meltdown.

The damning news for Europe is that even JP Morgan, led by Euro poodle and perennial Davos man on the wrong side of future trends, Jamie Dimon, has begun moving staff ex-Frankfurt to London in order to avoid working by candlelight (presumably while powering Bloomberg terminals with pedal power?).
10 min read
Sep
03

Exchange Invest 2445 Weekend Edition: An Equitable Market For Ginger?

There's a Sino-US audit deal European power markets under stress and at last we have some multicurrency equity pricing.
5 min read
Jul
09

151 Exchange Invest Weekly Podcast July 9th, 2022

Hindustan Power Exchange, they’ve got final Sebi approval to start operations while Kenya is in a partnership to set up its first carbon exchange.
6 min read
Jul
02

Exchange Invest 2392: July 02, 2022

The UK political class is a dire indictment of multiple incapable parties while if the elite could be squirrelled away on a Golgafrincham Ark Fleet Ship B equivalent* it would probably improve the tone of GB inexorably.
5 min read
Jun
30

Exchange Invest 2390: June 30, 2022

It’s very interesting to compare a tale of two defaults. Argentina has run out of hard cash. Russia has been run out of the western financial system. China takes note and creates a new facility via the BIS as we noted yesterday. Watch this space.
9 min read
Jun
07

Exchange Invest 2370: June 07, 2022

U.S. hedge fund Elliott Associates is suing the London Metal Exchange (LME) for $456 million for cancelling nickel trades after chaotic trading in March that forced the exchange to suspend its nickel market...
5 min read
May
25

Exchange Invest 2359: May 25, 2022

Yet more CCP “jaw jaw” as there is a degree of realisation that ESMA/EU’s protectionist madness has actually done more harm than good so far in driving business out of EU rather than into it…
6 min read
Apr
07

Exchange Invest 2320: April 07, 2022

Big upheaval in the Middle East as Qatar SE buys LSEG technology including derivatives CCP as part of the new stack. Meanwhile in Brussels on the day it emerged EU27 spend thirty-five times as much on Russian energy as they do on armament for Ukraine...
8 min read
Apr
01

Exchange Invest 2315: EU Kills Crypto Privacy

More worrying news from the EU where the fiscal parameters, known as Maastricht criteria, setting member states’ maximum deficit and debt levels to three per cent and 60 per cent of GDP look likely to be dumped.
5 min read