Sunday, 26 August 2018

Stories we should be thinking about

Stories we should be thinking about   


The summer is nearly over...so back to Brexit and it seems as we were
pre-Summer, time for another ‘Brexit crisis summit’ here in the UK:




I wonder if they are going to hold it at Chequers?!  Actually some useful
detail in the Sunday Times article, especially re the importance of the
upcoming party conference and the general views of the UK
Conservative party membership:


So how is it all going to play out? In my opinion, a commonsense playbook
on Brexit from yesterday’s Matthew Parris column in The Times :




The EU loves a late deal.  Q1 2019 has a certain smell to it...and then
a transition period, naturally.  That is my bet in any case...and this
should be good news for the Pound and Brexit related stocks.  And on
that basis This Bank Underground article is worth a look:

Note financials and consumer services are kind of opportunistic
in this sort of a market.

You can read the rest of Stories we should be thinking about HERE.

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