Yes it’s still the summer holidays, but the politicians are shuffling the deck, getting ready for their return.
With only 13 days with parliament sitting until the allegedly final European Council Summit in October,
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Read more >Premium Insights
Regular articles that provide the latest accounts on recent political decisions and economic data, as well as identifying potential mid to longer-term risks for your investments.
Mange Tout Iain, as they say in France
Two nations divided by a common language. More like two languages. Financial Markets and Politics like to think they understand one another, but the recent output from Donald, Recep, Vladimir and the rest reminds us that what politicians want and what the markets want are often two different things.
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Read more >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.
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Read more >The Contagion of Probability Pt 2
We noted in May that it was not prices that we needed to watch for contagion, but probabilities. It’s not 10 year Italy yields almost doubling that’s the issue;
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Read more >From Unreliable to Irrelevant
BlondeMoney View:
BlondeMoney Bank of England call: unchanged. GBP to fall whatever happens.
- The unreliable boyfriend is the ultimate politician. His term ends in 11 months.
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