Thoughts – Insights

"The Two Weeks That Will Be (" - 11th February 2024)

1. The UK It is shaping up to be a hebdomadis horribilis for the Prime Minister. Inflation, far from falling as per his five priorities, is expected to tick higher on Wednesday; a recession could be baked in with soggy Q4 GDP data on Thursday; and, of even more salience to his enemies within and…

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"The Two Weeks That Will Be (" - 28th January 2024)

1. The Fed This should be Powell’s easiest FOMC meeting of the year. There are six coming up before the Presidential election, three of which include the dot plots and economic projections. Everyone knows cuts are coming and so far there has been only the merest smidgen of perturbation that the market is pricing in…

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"Rwanda Vote – Third Reading"

Rishi didn’t lose the battle but only because his enemies know they can force him to lose the war Although it passed its Third Reading there were 11 votes against and 18 abstentions = this equals the 29 that would cancel the government’s majority This was a decision to pull the punches Lee Anderson had…

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"Rwanda Vote – The Challenge"

Our analysts Katie Stamp and Tareef Ahmed examined each Conservative MP’s position on the Rwanda policy, combined it with each MP’s Rishi Rating, and concluded that the best chance for the bill to pass would be for it to remain unamended. Even then, the margin . . . To read this article, please log in or…

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"The Two Weeks That Will Be (" - 14th January 2024)

1. The UK Rishi Sunak will be hoping the airstrikes in the Red Sea will provide a unifying force ahead of the disunifying prospect of the next reading of the Rwanda Bill on Tuesday and the vote due Wednesday. Amendments to please the right wing rebels are piling up and even Conservative Party deputy chairman…

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