Premium Insights

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.

Buy membership to access full articles

A Labour of Love

Over the weekend, 3 Labour MPs went public in the papers to say they will defy the Labour Whip and vote for PM May’s Chequers’ deal to avoid a ‘No Deal’ scenario: They are: Caroline Flint, MP for Don Valley. Her majority in 2017 vote: 11%. Constituency Leave vote: 68.5%. Formerly a Govt Minister under Blair, she…

Read more >

Why is the Backstop such an Issue?

+++ The backstop was created to help move negotiations forward. But it has created a noose around the PM’s neck. Crunch time is now whether the UK government can survive, let alone what Brexit looks like. +++ The sequencing of Brexit negotiations was that it would start with the Withdrawal Agreement and then move onto…

Read more >

Slow Motion Jigsaw Puzzle

“We now have Black Swan price action on White Swan information”. That’s been the BlondeMoney mantra this year. And so it continues… 1. Bond outflows The spike in US 10 year yields through the supposedly panicky 3% level has barely (yet) touched the stock market. But it has certainly had an impact on bond flows…

Read more >

Poised

US 10 year yields not only above 3%, or 3.10% but now 3.20%. We have had the biggest one-day rise in yields since the election of DJT. We’ve had the biggest one-day fall in EM equities since the Brexit-induced scare of 2016. And the S&P500? Oooh the biggest fall in… a couple of months. Weren’t…

Read more >

Majority

You know you can rely on BlondeMoney to cut through the bluster, and Lord knows there has been a lot of it lately. You can barely move for a British politician of any persuasion telling you “there simply isn’t a majority in Parliament for [insert their opponent’s view]”. We have been told variously that the numbers…

Read more >