brexit

Stock markets

Markets Start Waivering Ahead Of Bad News In The Pipeline

In the aftermath of Mr Trump’s victory, stock markets surged, building on promises of strong stimuli and sizeable tax breaks. As time goes on, they are reappraising the short-term outlook, since fundamental changes may take more than one year to materialise. No wonder investors are turning cautious, cashing in on early gains.



Theresa May

UK High Court Ruling Does Not Cancel Brexit

Julis Baer Research | This ruling against May came rather surprisingly and nourished hopes of the Brexit opposition that Parliament would still be able to prevent a Brexit. We however do not believe that Parliament would fully cancel the Brexit, standing up against the majority of voters. Furthermore, the last word is not spoken yet, it will depend on the Supreme Court.


Brexit VintageTC

The UK Four Months On From Brexit: “The Worst Is Yet To Come”

It’s not even four months since the UK referendum on remaining in the European Union, resulting in the successful vote for what is known as Brexit. The questions on which Great Britain wants to base its exit negotations from March 2017 are being able to maintain all the advantages of an EU member, like the freedom of movement of goods and capital, while still controlling its own borders.


politics

Can Politics Mess It All Up?

AXA IM | While the magic of Mario Draghi was being fully played out, the economic and financial outlook looks on an improving path to recovery in a post-crisis world. Clouds in this blue –but not entirely clear– sky may emerge from the political sphere.


brexit

Depending On Your Definition, “Hard Brexit” Now A Central Case

BoAML | Turning to the long term outlook, we still expect that leaving the EU will worsen the UK’s trading terms with EU countries more than it improves trading terms with other countries. Assuming this thesis proves correct, it will come with economic costs. The recent better-than-expected data tell us nothing about that judgment, but political events suggest to us that it is on track.


Too many questions on Brexit – no trivial solution for an unknown territory

EU Challenges in Post-Brexit Period

John Bruton | There is no denying that the United Kingdom’s Brexit decision is a blow to the EU. Now, there is a real risk that the remaining 27 EU members will start pursuing national interests at the expense of the common EU interest. If they do, everyone will lose.

 


asia-china

Asia investment strategy for H2: impact of Brexit

Mark McFarland (UBP) | Brexit has had a cathartic effect which is likely to continue for a long time. Although Asia as a whole does not have very close links to the UK, the Asian markets are very sensitive to global growth, investment flows and interest rates in US dollars. What happens next in Europe will be crucial for Asia in the next few months.


Brexit VintageTC

Brexit: the market impact is lessening

The impact of Brexit on the markets has gone through different stages. There was the initial upheaval in the wake of the referendum result, which had its maximum effect on June 24 when the Ibex recorded its biggest ever fall. And now the stock market and European public debt yields have recovered to pre-Brexit levels.


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Brexit Brings Revolution to Britain

Christina Dykes | On July 2, The Economist had a surprisingly alarmist cover-page heading. “Anarchy in the UK” it read, a claim it justified in an editorial that said the United Kingdom “has seldom looked so wildly off the rails.” Having backed the Remain campaign, the magazine is either a bad loser or it has been blinded by its own narrative. It is not the country that is off the rails—it is the political class. And that has become evident.