Latest Sensible Market Commentary

Something Has Changed?

++ No Extension and No Deal creep closer ++

  • Two important documents were released tonight.
    • The Unilateral Declaration by the UK lodges our interpretation of how we can unilaterally suspend the backstop.
    • The Instrument relating to the Withdrawal Agreement clarifies how arbitration works if either party wants…
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    Whispers in the Corridors of Power

    The BlondeMoney team has spent the past couple of weeks on the ground in Westminster, talking to MPs, attending Select Committees, listening to speeches and attending dinners. We saw nothing to dissuade us from our core view that No Deal is a clear and present danger.
    Our key takeaways:
    1. No one knows what is going…

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    Helen Thomas CFA

    Helen Thomas CFA has almost two decades of experience working in financial markets for banks and fund managers. Most recently she was Head of Currency Alpha at SSGA. She was also an adviser to the former Chancellor of the Exchequer, George Osborne and Director of the Financial Markets Reform Programme at Policy Exchange. She’s a Board Member of CFA UK and a Freeman of the City of London.

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    Helen Thomas