Thoughts – Insights

"The Week That Will Be (" - 5th June 2022)

1. UK PM The No Confidence Vote fast approaches, apparently faster than the Prime Minister himself was expecting. The Sunday Times reports that his closest circle of advisers have either been on holiday or not even called up for the fight. Very little has been placed in the PM’s diary following the publication of the Sue Gray…

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"The Jubilee Week That Will Be (" - 29th May 2022)

1. The US The latest FOMC Minutes show relief at the Fed that the market has got the message: “Many participants assessed that the Committee’s previous communications had been helpful in shifting market expectations regarding the policy outlook into better alignment with the Committee’s assessment and had contributed to the tightening of financial conditions”. In other words, yes…

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"BoJo A Go Go – Partygate Update" - 2

The latest batch of MPs withdrawing their support from the Prime Minister tells us: Opposition to his position is growing, not diminishing. Many Conservative MPs had said they were waiting for the Sue Gray report to act; now, true to their word, they are taking action. It’s coming from more and more moderate MPs, not just those…

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"The Week That Will Be" - 22nd May 2022

1. Sue Gray Finally, this week the apparently unredacted Sue Gray report into Downing Street parties should see the light of day, replete with drunken photographs that demonstrate a culture of unfettered hedonism by the untouchable unmentionables. Or at least that’s how those already dismayed by Boris Johnson’s leadership, or lack of it, will see…

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"The Week That Will Be (" - 15th May 2022)

1. The Fed Jerome Powell can breathe a sigh of relief. Nearly six months after he was re-nominated for a second term, he has finally passed his Senate confirmation vote. Acting as well as talking tough on inflation has served him well. He told the WSJ journalist Nick Timiraos during research for the latter’s 

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