Results for “Brexit”

…he possibility of new elections in late 2019 reigniting euro viability questions will keep Italy on our radar screens. BREXIT: It is hard to know whether Brexit risks are unchanged, higher or lower given the minute by minute headlines out of the UK. Our base case remains that wh...

… In our view, this is reflected in the USD/JPY’s consolidation during Tokyo trading hours after the pair hit 100 on the Brexit vote (Chart 4). The fact that USD/JPY has failed to break 100 multiple times since then suggests the market looking for USD/JPY’s dip, light positioning,...

… Theresa May is considering an invitation on behalf of Queen Elizabeth II. Trump’s friend- ship 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 for...

* EUR is underpricing Brexit and that shorting Euro was a cheaper way to express such a view via options. CHF tends to perform strongly when risks become more localized. Closed on 28 Aug 2016: Buy EUR/USD 6m 1.00/1.20 strangle for 155 usd pips (off 1.1020 spot, DF two-way vols...

… 1150981 Is Read: No Is Invitation: No GUID: 38BO095A9-97C4-4B8F-8E40-78369444C617 Message: Israel election April 9 brexit 12 arab league today - im free after 7Vpm Sender: i’ HOUSE_OVERSIGHT_027636

…90C4-5113F2204BE2 and then jared to get rid of Message: remarkable that the British pound is solid in the face of the Brexit vote. I assume the market believes an extension of time Time: 03/12/19 03:00:23 PM (574120823) Flags: 1060865 Is Read: Yes Is Invitation: No GUID: 56...

… busting his ass for him Rudy too wiki leaks tonight on Hillary stopped caring fed wants to raise I guess terrible luck brexit Deutschebank then probably some terror thing smart to be out of it best jonathan Sent from my iPhone HOUSE OVERSIGHT 033173

… persistently high headline inflation induced by the depreciation of sterling and a less-than-feared economic drag from Brexit thus far could encourage the BOE to unwind a portion of the preemptive easing it deployed in response to the surprise referendum outcome. Given this out...

…es. = External exogenous shocks Trade War with China (S/1722019 ISG Client Call) or continued slowing growth in China Brexit Auto Tariffs Russia Middle East North Korea Cyberattacks Terrorism 2 Source: Investment Strategy Group. HOUSE_OVERSIGHT_026946

…ource: BofA Merrill Lynch Global Research, Bloomberg Chart 4: Likewise Financials vs Defensives: -2.5SD to +2.5SD post-Brexit 4 4 Dec-97 _ _ Dec-01 Dec-05 ——_ Dec-09 Dec-13 Financials vs Defensives - relative price vs 52wk average (SD) Source: Re BofA Merrill Lynch Global Res...

…ogy was seen in the many automated Twitter posts before the 2016 U.S. presidential election and also shortly before the Brexit vote. If even low-grade AI technology like these bots are already influencing our politics, this raises another urgent question: “How powerful will far m...

…test "Cause and Effect" is attached 4. David Woo's Top Rates and FX Trades for 2017 is also attached. Woo believes that Brexit and the US election have signaled that the world has changed. These ground shifts have been brought on by a backlash to globalization, increasingly viewe...

…me": "NYTCheltenhamSH-Regular", "fontSize":12, "identifier": "pub- dt"}},"title":"Your Monday News Briefing: Kavanaugh, Brexit, Sky","version":"1.0"} HOUSE_OVERSIGHT_028480

…ave worried about a hard landing in China. From the inception of the European sovereign debt crisis in 2010 through the Brexit vote in 2016, the potential breakup of the Eurozone has been a source of concern. As soon as the Federal Reserve raised the federal funds rate in Decembe...

…ious on domestic UK exposure. The full impact of sterling weakness on the UK consumer environment is yet to be felt and Brexit negotiations are likely to drive further uncertainty and FX volatility in our view. Structural issues add to our concerns in Retail and Travel & Leisure...