Latest Sensible Market Commentary

Why is the Backstop such an Issue?

+++ The backstop was created to help move negotiations forward. But it has created a noose around the PM’s neck. Crunch time is now whether the UK government can survive, let alone what Brexit looks like. +++

  • The sequencing of Brexit negotiations was that it would start with the Withdrawal Agreement and then move onto…
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    You know you can rely on BlondeMoney to cut through the bluster, and Lord knows there has been a lot of it lately. You can barely move for a British politician of any persuasion telling you “there simply isn’t a majority in Parliament for [insert their opponent’s view]“. We have been told variously that the numbers…

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    Boris – the BM response

    Click below to listen to our view on the most eagerly anticipated speech of the Conservative Party Conference in a 3 minute audio snippet… “he who wields the knife doesn’t take the crown”

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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