Eurozone
Nov
20
2019
Taking A Punt On U.K. Stocks?
The June 2016 Brexit referendum kicked off a tortured process for the United Kingdom to leave the European Union. However, the wheels of international politics turn slowly, and the original date of formal withdrawal was set as March 29, 2019. As the calendar rolled into 2019 it became obvious that the March closing date was not going to be met, and concerns mounted over delays, procedures, deal-or-no-deal, a new prime minister, and even calls for another vote.
May
07
2015
End Of The QE Trade? Too Early To Call
The common driver behind the sharp reversal of many recent asset class trends is the unwinding of the ECB QE trade.