Stuff I'm Watching

Important stuff - Cheese at Christmas!

How to make the best Christmas Cheeseboard

https://www.thetimes.co.uk/edition/times2/how-to-make-the-best-christmas-cheeseboard-l6s00ctmg

Anyone putting cranberry infused Cheddar or salted-caramel Wensleydale on the Christmas table should be boiled in their own soup!



Story of the Week - Brexit - what are the chances of a deal?

  

Theresa May's attempt to rescue Brexit Deal snubbed by EU leaders.. 

https://www.ft.com/content/5a649ddc-ff0a-11e8-ac00-57a2a826423e

What a surprise... 



What's gone wrong in France? Paris vs the Rest?

 

Ségolène Royal: ‘It’s quite simple, the French people have had enough of taxes’

https://www.ft.com/content/594a7848-f96c-11e8-af46-2022a0b02a6c 


Lunch with the FT - always well worth a read.... 

Stuff I'm Reading

What's in the News:

Central Banks assess next steps as ECB joins retreat from QE

https://www.ft.com/content/eb6f41ca-fef5-11e8-ac00-57a2a826423e


Wheels Come Off Leverage Loan Market: Banks Unable To Offload Loans Amid Record Outflows

Zerohedge - https://www.zerohedge.com/news/2018-12-13/wheels-come-leveraged-loan-market-banks-unable-offload-loans-amid-record-outflows


Stocks Falter as Chinese Economy Feels Trade Pressure 

WSJ - https://www.wsj.com/articles/stocks-drop-as-chinese-economy-falters-11544776971


Pound Steadies as Theresa May heads to Brussels

FT -https://www.ft.com/content/1790ab12-fe7a-11e8-aebf-99e208d3e521


Cohen Sentencing, Tabloid Deal Intensify Spotlight on Trump

WSJ - https://www.wsj.com/articles/michael-cohen-trumps-former-lawyer-sentenced-to-threeyears-in-prison-11544634377


Branson's plans for Virgin Galatic hinge on key space flight

FT - https://www.ft.com/content/5fab59be-fe99-11e8-aebf-99e208d3e521


Global Stocks Drift Higher on Trade Optimism

https://www.wsj.com/articles/global-stocks-rise-on-trade-optimism-11544690736


Italy promises budget cuts to avoid EU sanctions

FT - https://www.ft.com/content/18d29fbe-fe19-11e8-ac00-57a2a826423e


The Noose Tightens Around The EU's Neck

Zerohedge - https://www.zerohedge.com/news/2018-12-12/noose-tightens-around-eus-neck


US-China Trade Tension Adds To Global Slowdown Fears

https://www.ft.com/content/f818671a-fc18-11e8-aebf-99e208d3e521  


Deutsche and Commerzbank: A mistaken Merger of Two Fading Financials

Forbes - https://www.forbes.com/sites/stephenpope/2018/12/09/deutsche-and-commerzbank-a-mistaken-merger-of-two-fading-financials/#593a0b8e16a9


We have paved the way for the next financial crisis

City AM http://www.cityam.com/270222/we-have-paved-way-next-financial-crisis

Excellent article! 


Outrageous Predictions 2019
https://www.home.saxo/-/media/documents/campaigns/outrageous-predictions/outrageouspredictions2019.pdf 

You Can''t beat this for fun, and also great thinking!





   

 

   


   




Blain Speaks....

10/12/18 

Global Market Update

Explaining Brexit - The Treaty of Westphalia

This best explains the complexity of European negotiations...