Latest Sensible Market Commentary

Norwegian Chequers

++ BlondeMoney View: No Deal is still the most likely outcome ++ 

  • Nobody said anything at the Salzburg summit that we didn’t already know.
    • Macron has always been disgusted by Brexiteers
    • Merkel has always defended the indivisible Four Freedoms
    • Tusk has always warned about cherry picking…
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Brexit Explained

As we head into the thick of UK-EU negotiations, it’s tough to see the detail in the fudgey murk. The BBC did its best last night with a Panorama summary of the situation, which can largely be summed up as:

  • PM TM telling the country “it’s My Deal or No Deal”
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Why There Will Be ‘No Deal’ – In One Chart!

The BlondeMoney team has spent the summer going through all 650 MPs in the UK Parliament to determine their personal view on Brexit. We ranked them on a scale of -15 for the most “Remain” to +15 for the most “Leave”. We used 24 criteria, including:

  • their personal declared vote;
  • their position…
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BlondeMoney serves up Sensible Market Commentary. We focus on understanding risks that are not yet fully priced, from politics to liquidity and beyond. We filter the news and deliver our own independent analysis, bringing together years of experience in the worlds of Westminster and Wall Street.

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Helen Thomas CFA

Helen Thomas CFA has almost two decades of experience working in financial markets for banks and fund managers. Most recently she was Head of Currency Alpha at SSGA. She was also an adviser to the former Chancellor of the Exchequer, George Osborne and Director of the Financial Markets Reform Programme at Policy Exchange. She’s a Board Member of CFA UK and a Freeman of the City of London.

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Helen Thomas