
Izabella Kaminska
Founder and Editor at The Blind Spot
Senior Finance Editor at POLITICO Europe
Founder Editor of The Blind Spot @theblindsp0t + Senior Finance Editor POLITICO Europe. Former Editor of FT Alphaville. Fights for the human.
Articles
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1 week ago |
the-blindspot.com | Izabella Kaminska
SNEAK PEEK — Why the 90-day pause and exemptions on U.S. tariffs don't represent capitulation but are rather classic "art of the deal". — Reminder that the Trump administration's whole objective is transforming exorbitant privilege from a right into a service. — Now is probably a good time to familiarize ourselves with the dollar's prominent […]Premium Blog content is for Premium and Premium Plus members only. Please log in or go to your account to upgrade your subscription.
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2 weeks ago |
the-blindspot.com | Izabella Kaminska
SNEAK PEEK — THE ULTIMATE MAGA TARIFF Q&A: You've seen the mainstream take on Trumpian tariffs. We answer all your questions about the counter perspective. — Does Trump's pardoning of HDR Global Trading give us a hint about what they're planning for dollar liquidity management? — The return of MEFO bills. Oh yeah. Good […]Premium Blog content is for Premium and Premium Plus members only. Please log in or go to your account to upgrade your subscription. To subscribe go to the subscription page.
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3 weeks ago |
the-blindspot.com | Izabella Kaminska
This Palm Sunday, as Christians around the world mark the day Jesus drove the moneylenders from the temple, a different sort of cleansing might be underway on Wall Street — one targeting America’s rentier class. As we’ve argued before, regardless of whether you are pro or anti Trump’s tariff onslaught, it’s important to recognize the […]Spotlights content is for Premium Plus members only. Please log in or go to your account to upgrade your subscription. To subscribe go to the subscription page.
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4 weeks ago |
the-blindspot.com | Izabella Kaminska
Quite an important tweak happened to the U.S. financial system last week that you might have missed. And we at The Blind Spot consider it our duty not just to draw attention to it but to frame it in the broader context of what’s actually going on under the hood of modern monetary plumbing. From […]Spotlights content is for Premium Plus members only. Please log in or go to your account to upgrade your subscription. To subscribe go to the subscription page.
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1 month ago |
the-blindspot.com | Izabella Kaminska
SNEAK PEEK — The risky attempt to transition from an era where America provided the world with liquidity for free to one where access to the dollar is a premium service. — U.S. Treasury Secretary Bessent provides some more clues about how a U.S. sovereign wealth fund might work. — Ask not what the […]Premium Blog content is for Premium and Premium Plus members only. Please log in or go to your account to upgrade your subscription. To subscribe go to the subscription page.
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This 👇

Lots will have read @michaelxpettis piece. I dunno trumpies will let go of $ primacy, but the arg they should is sound. What it doesn’t mean China gurus here is that the RMB supersedes The US would be better off without the global dollar via @FT https://t.co/CWNBgV5NVM

RT @georgemagnus1: Lots will have read @michaelxpettis piece. I dunno trumpies will let go of $ primacy, but the arg they should is sound…

RT @georgemagnus1: I think you’re both dangerously wrong