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.

Buy membership to access full articles

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, particularly with those pesky polls showing they went into the election 10 pts ahead of the Labour Party. Oho…

Read more >

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”. In truth, we all already knew this. The UK wants to talk about…

Read more >

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. Meanwhile a ‘senior EU official’ says “there is a growing feeling, absolutely” that negotiations . . . Login or Sign up for a Premium…

Read more >

DisMayed Redux

Blondemoney would never kick a woman when she was down. Or a man, for that matter. But the response to Theresa May’s speech yesterday suggests a vocal proportion of the public feel otherwise. Certainly the newspapers haven’t been too kind. Headlines across the Channel include: There are shades here of other iconic moments that changed…

Read more >

The Only Way is Up

Although yesterday the Martian gave us a lovely and not-at-all-green perspective on why stock markets are at all time highs, the reality is that future expectations should be starting to shift. A smart BM reader pointed out that the recent rebound in inflation, particularly as picked up in the Manufacturing PMI data, could be down…

Read more >