Tuesday, 22 August 2017
I wrote a piece titled...
Posted by Chris Bailey at 17:19
I appeared again on the VOX Markets podcast. You can listen here to my latest appearance (free log-in) where I talked about...Rathbones (and wealth management consolidation) and two large UK utilities Centrica and Scottish & Southern Energy.
Sunday, 20 August 2017
Stories we should be thinking about
Shall we start with the UK? I agree with this report via Markit that:
‘...much will depend on consumer confidence improving, which will in turn most likely hinge to a large extent on how Brexit negotiations affect the economic outlook’
(sourced from here )
And on the question of Brexit it looks like a politically messy next couple of years with articles like this one highlighting continued debates over the future UK/(continuing) EU legal relationship with quotes like:
"never mind Theresa May’s foolish red line we'll have the ECJ in all but name"
Of course the UK is not the only politically messy / spilling into the economy country...it appears that the US populace might prefer gas station sushi to their President in this great chart via @RANsquawk (overleaf)...
And of course this risks impacting the markets...
And if you want to sign up for free to my Monday-Friday Financial Orbit Macro product then check the tab above.
Posted by Chris Bailey at 16:09