Thoughts – Insights

"The Day Today" - 12th April 2019

Fed’s Powell, they are independent and interest rates are at about the right level, reports Bloomberg from a Democrat retreat in Leesburg President Trump’s expected nomination of Herman Cain looks in trouble, he’s expected to withdraw through lack of support as a fourth Republican senator voices concern

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"The Day Today" - 11th April 2019

Brexit, “flexible extension” granted to October 31st with Katy Adler saying all that’s happened is a no-deal threat has been postponed and Laura Kuenssberg reckoning the new deadline has solved little Fed minutes see monetary policy as able to “shift in either direction” as they assess “significant uncertainties” President Trump decries . . . To…

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"The Day Today" - 10th April 2019

Tusk talks about a flexible 1 year extension, TM wants June 30th, and others in Europe talk about a longer term coming with harsher conditions bbcBrexit RBA’s Debelle, kept up to pace with RBA’s latest  comments, but he is normally more dovish fxsDebelle Uber IPO on its way, perhaps documents Thursday, $10bn would make it…

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"The Day Today" - 9th April 2019

The UK parliament’s European Union (Withdrawal) (No 5) Bill received royal assent and as such became law, it aims to force the PM to ask for an extension rather than let a no deal happen, but all EU27 countries have to agree to the extension evenigstandardWithdrawal Theresa May travels to Berlin and Paris looking for…

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"The Day Today" - 8 April 2019

Macron ponders his de Gaulle moment with Brexit and whether to bundle Britain out, in 1963 the British PM said of the French president “he is inventing any means whatever to knock us out”, writes an article in the FT EU/China trade talks start this week, ahead of this Malmstrom voices concern on China’s trade…

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