183 technologies. It is unclear how the United Kingdom’s Brexit plan will affect the stated desire of the UK government to ensure that critical technologies do not fall into Chinese hands. For years, the Chinese telecom behemoth Huawei has provided broadband gear and mobile net...
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…INSA (5-Sept, 12-Sept, 19-Sept, 26-Sept, 3-Oct, 10- Oct, 17-Oct, 24-Oct, 2-Nov, 7-Nov, 14-Nov, 22-Nov), Ipsos (10-Oct) Brexit was the big political topic for Europe going into 2016. Going forward we see it as an ongoing issue but mostly for the UK (see UK — Waiting for Brexit fo...
…t maturity swap Chart 1: The response in S&P 500 realized equity volatility to the US election surprise was similar to Brexit but more extreme, as the spike in volatility collapsed at record speed 140% z 120% “ a ret P an yOy. = 00% s =", ~ 3 5s a & . ‘ > z S s OT yg ....
…d equity strategists’ views on oil and the Oil & Gas sector Tactical option trade ahead of US elections Hedge further Brexit fallout, Italian bank & referendum risk. Close position as NIFTY has fallen 11.4% and we are approaching the expiry Close position as the Shenzhen HK c...
CG Minsightspod Brexit Statistics Data Retrieved: 23" June, 2016 Data Source: Twitter From: 12 AM CEST TO: 11 PM CEST Total No of Tweets: 302,1130 No of Tweets with Positive Sentiment: 157,075 No of Tweets with Negative Sentiment: 93,305 No of Tweets with Neutral Sentiment: 51...
…rgues, the rise of populism can be linked to what he refers to as Peak Inequality and Peak Globalisation. Trump and the Brexit campaign tapped into deep apathy with the socio-economic order that for them remains unreformed post-GFC. That’s why the poster boy for this dislocation...
…lical trades in the New Year. Sector valuations have also moved a long way already. Cautious on domestic UK exposure - Brexit still to bite The full impact of sterling weakness on the UK consumer environment is yet to be felt and Brexit negotiations are likely to drive further...
…lections, which could bode well for their next national elec- tion, likely to occur next spring. In addition to Italy, Brexit remains a large political risk for 2018 as the weakened Tories will be negotiating with at best a tenuous alliance with the Democratic Unionist Party (DU...
…nt maturity swap Chart 1: The response in S&P 500 realized equity volatility to the US election surprise was similar to Brexit but more extreme, as the spike in volatility collapsed at record speed 140% =•• 120% a, 100% .1 80% - a 60% ▪ 40% 5 20% 0% 20% 0% • • • • • • •• • • 18 ;...
…- SPX Dec-18 corridor var replication Buy NDX Top20 volatility dispersion Long 1.8x vega on 1y single stock vols of UK Brexit exposed names, Short 1x vega on 1y FTSE index vol SPX Sep-17 95% puts conditional on the Syr CMS rate above 2.4% at maturity Buy Buy-Rated MSCI A-share...
…er Theresa May is considering an invitation on behalf of Queen Elizabeth II. Trump’s friendship with and preference for Brexit leader Nigel Farage as Britain’s next diplomatic envoy will require Trump to balance Buckingham Palace pageantry, the “special relationship,” Brexit forc...
DuN€pyb%D’ NfP% N%D%D’D% Brexit: 23 Jun 2016
sterling rise as Brexit anxiety | 23 Jun 2016
Juncker raise stakes on Brexit | 23 Jun 2016
short 0.5x V2X Jan-17 future 11-Jul-16 0.20 vols -1.19 vols Nov-16 expiry Hedge further Brexit fallout