Tag Archives for " currencies "

Brexit countdown – modelling a ‘what if’ using ITV as an example

Only four trading days to go before the Brexit vote, so if you believe the current polls are more accurate than for the Scottish referendum, you are probably already underweight or short Sterling, UK Banks and groups exposed to UK domestic consumption (advertising, retail, hotels & restaurants, property and even some German auto manufacturers etc) […]

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Yellen chickens out – again!

So much for the Yellen’s promise to be “data dependent” in its interest rate policy! With core inflation above the Fed’s forecast range, unemployment well within its longer term target range and private sector job and average wage growth offering no rational support for maintaining the near zero interest rate environment, Yellen’s decision to hold […]

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