Poor old Sir Keir Starmer. Wrong man in the wrong job. So much hope now squandered. But its important not to over-think or over-worry what comes next. In Gilts there is truth and the 10-year yield is still south of 5%. Andy Burnham needs to prove himself a leader and demonstrate ideas and action. Is that too much to ask?

The imminent departure of Sir Keir Starmer (it is a matter of when, not if) is bread and circuses. His defenestration will distract and amuse the chattering political classes and infuriate voters as yet more evidence of Broken Britain. But we need to be honest – it's not any single “leader’s” fault. 60 years of bad decisions piled on poor policies have landed the UK in the mire of the present. It can be fixed – but it will need a reset.

The threat board is looking crowded this morning. From UK political risk, escalating conflict risks, a possible credit burp and what happens next in unsustainable narratives – who knows what further No-See-Ums lurk in the background. Yet markets party on. What can possibly go wrong…..?

The UK and Europe have signed a framework deal which should prove massively positive for both economies. It resets the UK’s place as a financial and politically sovereign nation close to the heart of Europe. That’s what Brexit always should have been – it’s going to trigger growth because it will boost CONFIDENCE!

I feel sorry for Sir Keir Starmer. He’s become the UK’s most hated politician in a remarkably short period of time. It’s apparently all his fault. Labour’s dither illustrates the real crisis at the heart of broken Britain: long-term fixes for incoherent privately-owned infrastructure when politics focuses on the immediate here and now.

Lies, damn lies, and politics…

The markets are showing little concern about imminent Labour victory in the coming UK election. Markets yearn for the stability, capability, credibility and certainty the new government seems set to deliver. But the shenanigans and back-room deals allowing a leftie MP to retain her seat hints all in not well. Was that the sound of a Ming Vase hitting the deck?

The UK’s snap General Election will be one of the most significant on record. At stake is restoring the UK's reputation for political competency. It will be required to address the massive challenge on the economic horizon: the threat of galloping wage demands and stagflation while trying to repair Broken Britain.

The UK’s general election will be the most critical moment in UK politics in decades. The key point will be for prospective new Chancellor Rachel Reeves to persuade global markets the UK is investible. She needs to be absolutely clear on her plans and engagement.

The multiple problems facing the UK will not be solved by Sir Keir Starmer’s Labour Party trying to be better Tories than the Tories. We don’t need better Tories. We need a better UK.