Thoughts – Insights

"The Day Today" - 3 October 2016

* UK PM May: “We will invoke Article 50 no later than the end of March next year” * CBI: “Firms are confident that autumn will bring a surge in activity” *

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* GfK consumer confidence in the UK recovers all ground lost post Brexit vote * Hedge funds start to pull prime broker agreements with Deutsche * Short base in DB is up to 3.1% but it reached . . . To read this article, please log in or sign up to one of our subscription…

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"The Day Today" - 29 September 2016

* OPEC agrees modest oil output curbs in first deal since 2008 * Credit Suisse CEO“ on European banks: ““I think there is also a lot of doubt, a fundamental doubt, is there a viable business model that covers its cost of equity?” That’s the big big big question,” he said, describing it as something that “makes banks…

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"The Day Today" - 28 September 2016

* BOE Carney: “We had expected in August that the economy would slow materially during the second half of this year, relative to relatively strong growth in the first half of this year. Broad brush, that is what we are seeing” * Italy forced to revised down its growth projections *

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"The Day Today" - 26 September 2016

* Ahead of tonight’s US Presidential debate, 34% of voters said it would be important to their decision * UK will become independent member of the WTO, Liam Fox will say this wk, so that it can negotiate its own deals outside of the EU – meaning it would leave the EU’s customs union *…

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