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

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 . . . To read this article, please log in or sign up to one of our subscription packages. LOG IN SUBSCRIBE

Read more >

Politicians keep promises shock

Sometimes, yes sometimes, politicians actually keep their promises. In the US…. For a man who’s called often called a liar, Mr. Donald Trump managed to deliver on yet another campaign promise with his renegotiation of NAFTA. The “worst trade deal ever” has finally cleared all the hurdles with Canada and relaunches as the eminently unpronounceable USMCA…

Read more >

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 +++ Just ahead of the Conservative Party Conference, Boris Johnson unsurprisingly pops up with a 5,000 word missive on Brexit which…

Read more >

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. Raising rates as expected tomorrow will be the eighth rise in 3 years, the sixth in…

Read more >

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…

Read more >