1+2+3 = Boris can ensure the UK leaves the EU on 31st October, Deal or No Deal.
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Latest Sensible Market Commentary
The Fed’s made-up Minutes
Well, if you were left in any doubt that the Fed wanted to deliver an asset boom to ensure a Trump 2020 victory, tonight’s Minutes should eradicate that. We have never seen anything like it.
The first half of the Minutes describe the strength of the US economy:
‘labor market conditions remained strong’
‘GDP……
Diary to an Election
As we await Boris Johnson’s likely move into 10 Downing Street, some Conservative MPs have suggested they would force a General Election by voting down their own Government in a no confidence vote, all in an attempt to avoid a No-Deal scenario. Although the former mayor of London has promised to try and negotiate…
Read more >MACRO + MARKETS + POLITICS
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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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