brexit
Entrenched Inflation In The UK“I think we need to take it back to Brexit, really. The fact that we’ve had this labor shortage has been quite a major drag on the economy, pushing wages higher. We have a shortage of workers. There’s no two ways about it. But the issue for me is that the Bank of England has also been rather late to react. They’ve been relying on pretty poor forecasting levels [and] they’ve not performed particularly well. Brexit, pushing up wages, has more impact on the UK because the UK has very low productivity levels. When you get low productivity levels, any wage hikes feed m...
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I don’t mean to make a moral statement here about the various allegations against Boris Johnson. Much more, I look at the situation with the cold tools of the political scientist, respectively through the lens of the Machiavellian spin doctor. Boris Johnson And BrexitTo begin with, the case of Boris Johnson is yet another reminder of just how fast things can change in politics. It is only two and a half years ago that he delivered a historic victory for his party. Now he got pressured to step down by his own people. He ran to get Brexit done. And to a certain extent, part of his problem is tha...
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Boris Johnson, British Prime Minister, is favoring a bill to break the Brexit agreement he himself negotiated and presented as the center of his electoral program in the last elections. He had been floating around the project for years but had not materialized until Monday, causing a harsh response from Brussels. Boris Johnson’s ProjectQ1 2022 hedge fund letters, conferences and more The government gives itself the power to delete the articles it does not like from the agreement negotiated with Brussels, and change them into others that it thinks are better. Among the specific articles include...
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Brexit could reduce the UK’s exports to the EU by -7.73% by 2025 Smaller countries made major gains as UK’s post-Brexit policies took place, but trade benefits may be short-lived due to infrastructure and financial stability risks Q3 2021 hedge fund letters, conferences and more The Impact Of Brexit On International Trade__\[LONDON, UNITED KINGDOM, November 1, 2021\]__ — [IG Prime](https://www.ig.com/uk/prime?CHID=1&QPID=11443481&QPPID=1&gclid=Cj0KCQjwvO2IBhCzARIsALw3ASoKyz4kGlc1nqr4US2Rnp7otT9ehQIp7caNI2KQQH-gvDA4-lZVDHMaAqB9EALw_wcB&gclsrc=aw.ds), the institutional prime brokerage unit of [I...
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Made.com’s plush entry onto the London market unravels with shares falling 8% Q1 2021 hedge fund letters, conferences and more Made.com’s Shares Are Down By 8%"Made.com planned a plush entry onto the London market, with a valuation of £775.3 million, but initial trading saw an unravelling of demand with shares down by 8% from its IPO price of 200p. Made.com aims to capitalise on the accelerated shift to e-commerce and the high demand for home makeovers witnessed over the pandemic. But timing is everything for an IPO, and its arrival as a new piece of stock market furniture comes after two disa...
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Background:My initial interest in Euronext (OTCMKTS:EUXTF) (EPA:ENX) came after reading this FT article in February which mentions that the Amsterdam Stock Exchange seems to be a big winner of Brexit, but that in the long run Paris could come out on top as most of the trading in European shares will move “on shore” to the continent. Q4 2020 hedge fund letters, conferences and more What I found interesting is that Frankfurt doesn’t seem to be a big winner but that both, Amsterdam and Paris belong to stock listed Euronext NV Group. Personally, a lot of my own small cap investments are listed on ...
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AI predictive model foresees spike in U.S. political violence, country risk in Q3-4 after “brief respite” Q3 2020 hedge fund letters, conferences and more GeoQuant’s “Year Ahead Report” predicts vaccine success, sweeping tech and Bitcoin regulation, opening of China Cold War, America’s deepening polarization and “EM-ification” -- politics looking more and more like a “developing country” Firm Boasts 87.5% Correct Predictions since 2017, including “peak political violence” risk on Jan. 5 2021, 24 hours before Capitol riot New York, NY \- GeoQuant, the world’s first high-frequency political risk...
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Commenting the rumors of a Brexit agreement and on today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The Rumors Of A Brexit AgreementThe major indices are all trading slightly higher following the first hour of trading, with tech stocks leading the way higher on Wall Street. Choppy holiday reading continued for the third day in a row in U.S. stocks but global markets have been unusually active due to politics. The European Union (EU) and the U.K. struck a historic trade deal this morning with the rumors of a Brexit agreement already tr...
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The Brexit deal gives a festive boost to stock markets and the British pound – but investors must expect months of volatility ahead, which could hit their finances. Q3 2020 hedge fund letters, conferences and more A Warning About The Brexit DealThis is the warning from Nigel Green, CEO of deVere Group, one of the world’s largest independent financial advisory and fintech organizations which has more than $12bn under advisement. It comes as British Prime Minister Boris Johnson and European Commission President Ursula von der Leyen unveiled a trade deal between the UK and the EU after months of ...
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Commenting on the extension of the Brexit deadline and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The Brexit Deadline ExtendedThe major indices are all trading higher at midday following a strong pre-market rally in cyclical issues and small-caps. The Dow and the Russell 2000 scored new all-time highs in early trading thanks to the positive vaccine-related developments and the extension of the Brexit deadline which makes a badly-needed deal possible in the coming days. Pfizer's vaccine is already being distributed in the U.S., f...
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