Latest Sensible Market Commentary

Scores On The Doors

Another leg lower in the Turkish lira overnight, dragging down with it a whole bunch of other EM currencies. Measures announced by the Central Bank stopped the rot briefly, and USD/TRY now sits in the middle of a delightful 6.40-7.20 range. For comparison, in January the entire month’s range was only 3.76-3.95: we have done four…

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DD Resigns. What Happens Next?

BlondeMoney View:
TM will survive unless angry Brexiteer and Remainer MPs number more than half the party (159 MPs). That’s unlikely. Instead they will seek to frustrate the Chequers “Brexit In Name Only” deal via parliament. Blow-up of No Deal still on track for Q3.
(Also, here is a reminder of David Davis’s failed 2005

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Catalyst for a Financial Crisis…

BlondeMoney CEO and founder Helen Thomas has been interviewed by LiquidiTV about what she believes is the biggest vulnerability in the market.
Below is her interview, although should you want the PDF version you can find that by clicking here.
If you have any questions about the follow, please email us.

Normally we…

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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