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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.

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What happens in a Sell-Off

It has been so long since we have seen a significant risk-asset sell off, that this question might strike you as irrelevant. And in any case, some risky things have sold off recently,

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The Battle Continues

And so the Japanese Yen falls to a three month low as Shinzo Abe achieves what Theresa May could not, by winning his snap election. He even, despite his governing coalition losing seats,

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Politics Strikes Back

And so, to New Zealand, where the market had decided it was all going to be business as usual following their closely fought election of four weeks ago. The National Party were expected to maintain the status quo,

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What is Priced?

Today Sterling managed to shed almost 1% of its value following the press conferencebetween UK and EU Brexit negotiators Davis and Barnier. The line from Barnier that caused GBP such pain was: “we have reached a state of deadlock which is very disturbing“.

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Deal or No Deal

So now we know. The government is spending money on preparations for a Brexit No Deal scenario – billions will apparently be unlocked after Christmas if no progress is made with the EU.

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