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You Can’t Postpone The Inevitable

  • At some stage, the Conservative Party is going to have to decide what its Brexit policy actually is. Then the Labour Party will do the same, and then the British People will measure whether that policy really does Take Back Control.

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Pressure Builds

Commentary in the past 24 hours has revolved around Draghi’s indifference to Euro strength and the US administration’s “strong, not strong” US Dollar policy. For the record, let’s just bookmark those 28 seconds of President Trump telling us “ultimately I want to see a strong dollar“.

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EUR/USD higher = Liquidity Taps Off

Oh the poor US Dollar. How different it all was a year ago, where Trump was inaugurated to the lilting tones of a thousand sell-side analysts calling EUR/USD to parity.

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Good inflation

With higher bond yields a-go-go, and equity markets continuing to make record highs, doesn’t this feel like a little bit more than just Goldilocks? Doesn’t it feel, whisper it, like a kind of proper boom?

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