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Can (Northern) Ireland derail Brexit?

++ The BM Lowdown on the current Brexit flashpoint:
Either: The people of Northern Ireland accept a hard border.
Or: The UK government accept the entire UK remains in the EU Customs Union (like Turkey,

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Appraisal

Today Theresa and Jean-Claude will sit down for a little tete-a-tete luncheon to assess whether the EU has deemed the UK has made “sufficient progress” to move onto the next phase of Brexit talks.

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All News is Good News

In a world of benign inflation, low interest rates, flat yield curves and no sign of volatility, maybe it’s no surprise that all news is now good news. Even the bad news.

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Could Ireland derail Brexit?

When a market can’t judge, it can’t price.

This means the latest news about Ireland and its border with the UK is being shrugged off. Even though it could entirely up-end the “sufficient progress” the EU requires for negotiations to continue.

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Playing Politics

Let’s all give thanks for our central banks today. They are our overlords, saving us from another Great Depression by spoon feeding us with their communications. Namaste. Ah but the appreciation can be tough when they throw in something like the Fed Minutes last night.

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