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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.

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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.

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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.

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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]“.

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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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