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What kind of Crisis is Approaching?
Blain’s Morning Porridge Sept 29th 2026
“La, La, La… We can’t hear you… We’re not listening…”
Markets are worrying about a short-term interest-rate/inflation triggered correction, but something deeper may be approaching – a convergence between market, economic and political failures. It may be time to hedge against consensus expectations of “it will all be fine” and focus on factors like national resilience in terms of what nations thrive and which won’t!
Key Takeaways
Markets appear to be heading into risk-off territory as expectations are scaled back by inflation and rates. However, the…
The skinny
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