Daily Note: Schrodinger’s Brexit

  • We expect BINO to be the final outcome of the Brexit negotiations; until then the currency market discounts all risks
  • GBP currently mid-range; we examine the bull and bear cases
  • UK financials likely to respond temporarily to GBP repricing, but fundamentals matter more for index investors

Economics

Politics

Markets

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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