1. The USBlondeMoney was set up precisely because the worlds of business and politics struggled hard to understand one another. Now with DJT v2.0 there is going to be no choice but to confront the Trumpian philosophy that politics is business. This will inevitably lead to confusion from those watching in Washington or Westminster but …
++ German snap elections are coming in March 2025 at the latest as the coalition decides its every man for himself ++
Get ready for the return of the Don. Our forecast sees DJT the winner, which will make it 12 years that the former east-coast-Democrat reality TV star has stood astride the top of US politics (assuming the by-then-octogenarian makes it through a full term). Wisconsin will be the key state to watch. Our Winnability Ranking …
CLICK HERE to download our 3 page guide to the US Election which includes: With thanks to our team, particularly Alice Emmett and Ethan Adams, for their hard work and colour coordinated contributions.
1. The US As we head into the final straight before election day on Tuesday, one of the factors that had been to Trump’s advantage is starting to slip away: that of momentum, reflected in a slight narrowing of the polls. This has showed up most startlingly in the final Ann Selzer poll for Iowa …
Overall this is a Budget in line with the principles Rachel Reeves set out in her Mais Lecture. Go hard and early on public sector investment, borrow and tax to pay for it and then reap the growth rewards down the track. The relatively easier ride given to private equity shows that lobby groups can …
We have created a Democrat Winnability Ranking for each state, where the higher the number, the more winnable the state for Harris. If we add up all electoral college votes for each state, Wisconsin is the finish line. If either candidate takes this state, along with all the others that should be winnable for them, …
1. The USAs we await to see how Israel will respond to Iran, the clock is ticking down to a new US President. Not that this is apparently of much interest to those trading US Treasuries, even though either winner will be increasing US debt and deficits in the years ahead. According to Bank of …
Just how worried is the Gilt market about increased borrowing by the new Labour government? This chart from Simon French of 10 year UK yields versus a G7 average shows that the spread has been widening of late, suggesting there is a UK specific issue behind the rise in 10 year yields: The FT has been peppered …
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