27 February 2018
Dharshini David
- Prime Minister Theresa May will make the last of a series of speeches mapping out the “Road to Brexit” on Friday. There is much detail for her yet to provide.
- The government wants a bespoke deal on trade and regulation. But opposition from its own backbenchers, other parties and the EU Commission may threaten that plan.
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22 January 2018
Dharshini David
- The Brexit negotiations will once again dominate the attention of investors in UK assets this year.
- While there’s still a range of possible outcomes, the UK won’t get to have its cake and eat it.
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21 December 2017
Chris Scicluna
- After the BoJ pulled no surprises overnight, all eyes remain on the bond market.
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22 September 2017
Grant Lewis
- Theresa May’s speech on Brexit today provided an opportunity to reset the Brexit negotiations.
- Unfortunately, she does not appear to have offered enough to move them on to the next stage, leaving businesses continuing to face enormous uncertainty.
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04 September 2017
- While Draghi and the updated forecasts might provide the odd clue, we don’t expect much more light to be shone on the ECB’s policy outlook this week.
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