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…
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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…

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Deal?

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…

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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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