Noteworthy UK Carnage
The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.
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The UK Economy - After Brexit
The vote to leave the European Union will have both shorter and longer term impacts on the UK economy. There will be a shorter term impact on...
5.6k Views
Macro Chart Focus: Brexit and the Yen
Yen has been the (perhaps unwilling) beneficiary of the risk-aversion of Brexit.This type of environment is a high risk environment for MOF...
454 Views
The Brexit Vote Result Means Additional Headwinds ForJapanese Banks
The Brexit vote result is a clear negative for independent investment banks, and major banks with sizable crossborder transaction flows to a lesser...
650 Views
Markets from Here-Uncertainty Is NOT Risk
Cameron has to take the fall as he took a huge strategic risk for partisan reasons, misreading the mood. The question is: do you as a business...
436 Views