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Boris – the BM response

Click below to listen to our view on the most eagerly anticipated speech of the Conservative Party Conference in a 3 minute audio snippet… “he who wields the knife doesn’t take the crown .

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BoJo SuperCanadaMan

+++ BlondeMoney View: Boris’ call to rewrite the Withdrawal Agreement is a new intervention. He will split his party in half, between Chequers moderates and Canada Brexiteers. The odds of No Deal have increased +++

  1. Just ahead of the Conservative Party Conference,

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Accommodative

Tomorrow’s Fed meeting is not about dot plots or inverted yield curves. It is another reminder of the two main issues that should be occupying our minds right now: the withdrawal of liquidity and the rise of political risk.

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Norwegian Chequers

++ BlondeMoney View: No Deal is still the most likely outcome ++ 

  • Nobody said anything at the Salzburg summit that we didn’t already know.
    • Macron has always been disgusted by Brexiteers
    • Merkel has always defended the indivisible Four Freedoms
    • Tusk has always warned about cherry picking
    • The EU27 are united behind Barnier (it’s easier that way)
    • And poor old Theresa is trying to sell a deal to .

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