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Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!

EPISODE · Feb 9, 2026 · 20 MIN

Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!

from Blain's Morning Porridge · host Bill Blain

Blain’s Morning Porridge, Part 1 Feb 9th, 2026 – Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!“Knuckles to Buckles”The threat board is looking crowded this morning. From UK political risk, escalating conflict risks, a possible credit burp and what happens next in unsustainable narratives – who knows what further No-See-Ums lurk in the background. Yet markets party on. What can possibly go wrong…..?This is Part One of the Morning Porridge – there will be a later mid-morning comment on Bitcoin to follow (if I get time to finish it.)You can read the Morning Porridge by subscribing on ⁠www.morningporridge.com⁠, and have it delivered fresh to your inbox every morning!

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Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!

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