Latest Sensible Market Commentary

Deal? Update 2

Who resigned? 
In order of the time of their resignation:

  • They’re all on the more Brexiteer side of our spectrum but they’re certainly not all raving ideologues – for comparison JRM is +15, Gove +11
  • They’re from a mixture of seats that voted to Leave and to Remain – and the Leave…
Read more >

Brexit Secretary Resigns. Again.

It was already bad enough that a centrist junior minister had resigned (see below). But to lose the Brexit secretary over the Brexit deal? After having lost the previous one over the previous Brexit deal? If she can’t even sell it to that person, how can she sell it to anyone else?
Raab going provides cover…

Read more >


At the time of writing, this is what we know: 
– The Withdrawal Agreement, 500 pages long, is ready and Cabinet ministers saw it Tuesday ahead of their meeting 2pm Wednesday
– EU27 Ambassadors meet Wednesday to give their approval
– If Cabinet approve, UK PM to give press conference
– Next date would then be…

Read more >


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.

Contact Us


Blonde Highlights

  • “The Day Today” – daily wrap of key macro news
  • 1x Premium article per month


Subscribe here

Platinum Blonde

  • “The Day Today” – daily wrap of key macro news
  • “Premium insights” – articles 3x per week
  • “BM Political Highlights” – Weekly assessment of political probabilities
  • “The BlondeMoney Shot” – Quarterly reports on mispriced macro risk
  • “BlondeMoney Talks” – ad hoc conference calls
  • “Blonde Events” – Opportunity to attend Dinners/Drinks with influential policymakers and top investors
  • Full access to 5 years of BM archive

COST: £200 per month / £2,100 annual per individual login

Subscribe here

Go Blonde for a fully bespoke package

  • Individual access for you / your clients to our top analysts
  • Rapid response to evolving political events by phone call, email, instant messenger
  • Tailored assessment of your investment portfolio or business strategy
  • Guaranteed places for our roundtable events

COST: From £2,000 per month depending on requirements

Click here to request a quote

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.

Meet the Team

Helen Thomas