Latest Sensible Market Commentary

It All Comes To Less Than Nought

We are well on the way to what we expected from our note last Friday. And we haven’t yet experienced extreme panic, either in financial markets or more widely from the general public. We are therefore extending our expectations for the months ahead:

  • Central banks stepping into stocks as market makers of last resort…
Read more >

Pendulums and Swans Part 3

“We now have Black Swan price action on the evidence of White Swans”.
Thus did we warn in the summer of 2018 why markets suddenly hit pockets of turbulence on what should already be priced in. Rumsfeld’s known unknowns are becoming unknown unknowns, whether it’s Trump attacking Iran, the UK leaving the EU without…

Read more >

2020: Let’s Do This

1. Fed cuts rates to 0.0-0.25%. The “Fed Listens” strategic review gives them the opportunity to overhaul their framework – and now they want to run the economy hot.
2. Canada cuts rates below 1%. With growth floundering, the BoC need to catch up with the stimulus enacted by their southern neighbour. A new governor mid-2020…

Read more >


BlondeMoney serves up Sensible Market Commentary. We focus on understanding risks that are not yet fully priced, from politics to liquidity and beyond. We filter the news and deliver our own independent analysis, bringing together years of experience in the worlds of Westminster and Wall Street.

Contact Us



Subscribe Today

From our daily bullet points in The Day Today, to regular Premium Insights, weekly Political Highlights and in-depth Reports, our team of Analysts and Contributors provide you with all the tools required to understand how the macro world influences the markets. Our subscription packages offer a variety of ways to access the information.

Click here for further information about our subscription packages including a fourteen day free trial.


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.

Meet the Team

Helen Thomas