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Sunak

  • UK Debt, Politics, Capitalism, Economy, Democracy,
    July 4, 2024

    A Tale of Two Cities; Washington and London

    The UK election will contain few surprises but leaves the new government massive problems to solve. Biden’s inevitable withdrawal from the US Presidential race adds new uncertainty to the political mix – and may obscure some the critical economic issues.

    read more
  • Politics,
    July 1, 2024

    Blain’s Morning Porridge July 1st 2024:  Plus Ca Change; Politics – what a stramash…

    At a time when markets crave stability and uncertainty, the political picture looks increasingly messy. No problem. These things have a habit of resolving themselves faster than we expect. Bear my mantra in mind: “Markets are never as bad as we fear, but seldom as good as we hope.”

    read more
  • Political risk, Brexit, Debt, UK, Markets, Capitalism, Market Crash,
    October 6, 2023

    Normalisation means Tough Times Ahead – especially for Rishi Sunak.

    The Tough Times will pass - how do you then create an economy that balances Growth and Prosperity, Politics and Justice, the Environment and Business, Wealth and Equality. Could it be as simple as setting the right interest rate?

    read more

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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