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What to Expect when you’re Expecting Next Year to be Better

“And so this is Christmas, And what have you done? Another year over, A new one just begun…” With this, John Lennon unhelpfully summed up the existential woe of the joyful holiday period. (And no John, calling it “Happy Xmas (War is Over)” doesn’t make it better). Investor thoughts are turning to what lies ahead…

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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, without free movement of labour). Ultimately, the UK government does not fall ++ As expected, theĀ island of Ireland has indeed…

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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. Less of a romantic lunch, more of an end-of-year appraisal then. A bit like when the Global Head of your team…

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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. North Korea told us overnight that their latest missile launch would put all of continental US within range; US Defence Sec Mattis said…

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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. But never fear! BlondeMoney is here to explain all, in collaboration with our correspondent…

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