GBP teeters on the edge

Towards the end of last year, Blondemoney attended a conference. The attendees were asked, what’s the big risk you’re worried about next year? 47% said Europe/EU elections; 26% said new US administration.

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Thus far in 2017, the main questions occupying people’s minds seem to be:

– How many hikes will Fed do, and will BOJ or ECB be the biggest doves?

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Positioning vs Reality

We are poised to enter one of those potentially confusing periods of Positioning vs Reality. The reality is that yes, the world is in an upswing higher, and was already before the alleged Trump Trades were put on:

Inflation is back,

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Patience. Just another virtue markets fail to have.

They say markets don’t like uncertainty, but it’s better characterised as the unknown. Given that each price everywhere is always an ongoing discount of all future information, difficulties arise when that “future information”

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