France Beating Britain in the Long Game: +ve for the EU in the Near-Term, Less so in the Long Haul
-Buy the Euro and sell Sterling in the run-up to the two big elections on either side of the Channel. Macron is set to do a Schroeder for France,...
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Not Just Scotland: McGuinness, Brexit and the Dismantling of the United Kingdom
(As a mark of respect and solidarity with those killed and injured in London on 22 March, I have delayed this note by 24 hours. My sincere...
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The Market Sentimentalist: Ready, Steady, Brexit
Summary:Article 50 is due to be triggered by the UK government within the next two weeks, marking the formal start of Brexit negotiations with the...
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The Market Sentimentalist: French Election Special
The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...
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Inflation Is Back, and Euro Weakness Is Unlikely to Return in 1H 2017
-Eurozone inflation jumped to 1.8% YoY in January 2017, the highest since February 2013 and perilously close to the ECB's target. With European...
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