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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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A Budget for The (Westminster) People

Budget Day! Usually a day to discuss who in the economy will be chucked a freebie, how much the price of beer will rise, and how many sips of water the Chancellor will take.

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You Drive Me Berserk-el, Angela Merkel

Ah, markets. Where the price of an asset is supposed to reflect at all times the discounted value of the future, based on all available current information. But what’s this now?

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Not all Tapers are Created Equal

Much head scratching and teeth gnashing after the Euro staged a significant rally out of thin air yesterday. Sure, it was kicked off by stellar German GDP and confidence data but that was offset by lower Spanish core inflation,

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