28 days later…

We’re taking stock four weeks on from the result of the EU Referendum. A great deal of water has passed under some political bridges; but in terms of BREXIT practicalities we’re not much the wiser and won’t be for some time. The eye of the storm is focused on those most exposed to the greatest … More 28 days later…

The minute waltz

Takeaways: It’s a week that’s pushed US and UK rate expectations back, brought ECB buying forward and dragged all three currencies, but especially the euro down. The UK’s brush with negative inflation added to the ‘loose’ narrative – just don’t call it deflation or get complacent. All this has helped steady bond markets, but it’s … More The minute waltz

With the 2015 General Election campaign trail just beginning, what’s being said?

Takeaways: Our newspapers, TVs and social media are becoming inundated with all-things-political as the UK trundles towards May’s General Election.  Celebrity endorsements, campaign posters, Tony Blair taking centre-stage once again and not least, Margaret Thatcher’s 18-tonne bombproof ‘battle bus’ used in her 1983 campaign going up for sale  – a steal for just £25,000. With … More With the 2015 General Election campaign trail just beginning, what’s being said?

As we power ahead, what next for the UK borrowers?

Takeaways: UK economy picks up steam with GDP, employment growth and government borrowing performing strongly Demand for credit from UK companies is on the up, with supply gaps being filled from the increasingly established alternative funders Outlook appears robust for debt capital supply, with the potential UK EU referendum a key risk on the horizon … More As we power ahead, what next for the UK borrowers?