UK Political Risk: Like It or Lump It
Political Risk is all about EM, isn't it?Try the UK. It has an EM stock market anyway.Oh you mean Brexit?No, comrade.Corbyn-McDonnell plan to...
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UK Election - Can Labour Win It?
Two weeks ago, we noted that Labour was making strong in-roads into the Tory lead and if they managed to continue to do that, the election result...
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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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