Much excitement after a ‘Downing Street source’ told the Telegraph that the new Withdrawal Agreement Bill “will legally prohibit the Government agreeing to any extension” of the 31st December 2020 deadline for trade talks We already knew several concessions in the previous WAB would be removed Boris no longer needs the votes and can concentrate power into…
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Regular articles that provide the latest accounts on recent political decisions and economic data, as well as identifying potential mid to longer-term risks for your investments.
The Economist: Finance and economics articles summarised (13th December 2019)
America v China China can borrow from the World Bank, its income per person is lower than about 19 other potential World Bank borrowers such as Poland and Turkey yet to many Americans, including Donald Trump, China should not be able to do this. Last year America agreed to increase the Bank’s capital if they…
Read more >The Week That Will Be (15 December 2019)
This week we will find out: How much will the UK boom? – Largest Conservative Majority since 1987 presages Reaganite boom How much more stimulus will come? – BOE, BOJ, Riksbank, Norges Bank (Thurs), Lagarde (Weds) How much is the world growing? – China Retail Sales (Mon), US Consumer Sentiment (Fri), Germany IFO (Weds) We already know: 1. Boris…
Read more >Conservative Majority – What happens next
At the time of writing, our forecast of a Conservative Majority has largely been borne out. What now? The UK will have a solid majority government for the first time in 14 years, and of the Conservative variety for the first time in 32 years This will completely change the outlook for the country. It…
Read more >Northern Ireland MPs Prediction
The DUP lose Belfast South (Emma Little-Pengelly) to SDLP due to the SDLP/SF pact, but then pick up North Down which was Sylvia Hermon’s old seat Sinn Fein lose one seat to the SDLP in Foyle SF abstentions will make 321 the number of MPs required for a majority The seats to watch: Belfast South…
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