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

Trade

And so The Donald is making good on another campaign promise, with his tariff plans for steel and aluminium. Is it merely bluff designed both to bend NAFTA renegotiations to his will and to provide a distraction from the ongoing Mueller probe? Potentially, but that would be to underestimate his bullishness. As he keeps saying,…

Read more >

Germany and Italy – All You Need to Know

Sunday brings the results of two important political events in Germany and Italy. Here’s our wrap: Germany It’s crunch time. Germany has been without a proper government for almost six months. On September 24th 2017, voters rejected the establishment parties, with both Merkel’s CDU and Schulz’s SPD recording their worst results since the Second World…

Read more >

View From Brussels Pt 2

Here is the latest monthly View From Brussels from our woman on the ground, the ear-to-the-strasse WriteMoney. She’s been talking to her contacts in the EU to gain an exclusive personal insight into their views… —————————————————————————————————————— Those in Brussels directly affected by Brexit, (that is, those without an EU-27 passport) are telling me about their Catch-22…

Read more >

Can (Northern) Ireland Derail Brexit? The short version

This is a short note to serve as a reminder of our thoughts on the Irish Border issue. It is the Brexit debate in microcosm, hence why we keep coming back to it. If the UK is not in the single market or the Customs Union, as Theresa May promised would be the case, then…

Read more >

Cometh the Hour, Cometh the J

Step forward Jerome Powell! This is your big moment. Today he will begin his Humphrey-Hawkins Testimony (as it used to be known by those of us a little long in the tooth) – and much speculation mounts… oh no wait a minute. Not much speculation mounts at all. He was on Yellen’s Fed, won’t he…

Read more >