Brexit has so exhausted British politics and society that many would want to see it disappear, whatever the solution. This has moved the debate to “get it done,” which has almost completely obscured the economic rationale. Economic damage has already been done, and this will get worse. The only mitigating impact could come from a […]
November 2nd, 2019 · Comments Off on There Is No Economic Rationale For Brexit
September 16th, 2019 · Comments Off on Brexit Exhaustion Brings A Binary Event And A Long Straddle Option Strategy Into Focus
Brexit exhaustion led the new PM Boris Johnson to force the issue, but his efforts resulted in a backlash complicating things once again. Part of the collateral damage is that the Ulster DUP is no longer necessary to prop up the Johnson government, which has opened up the perspective of a negotiated exit. This is […]
February 18th, 2019 · Comments Off on Theresa May’s Brexit Is Going Ahead
Brexit seems to have vexed UK politics which has come to a grinding halt, seemingly unable to arrive at any logical conclusion on how to (or whether) proceed with Brexit. But we think that the present negotiated deal is likely to go through as all other alternatives face bigger political obstacles. This should produce a […]
April 8th, 2017 · Comments Off on The Brexit Farce
The UK is embarking on Brexit, a process of truly daunting complexity for which there is a two year time frame that most think is way too short. The resulting upheaval will consume British policy making for at least a decade or more. We don’t see much upside, but there are significant risks and banana […]
October 25th, 2016 · Comments Off on Hard Brexit!
September 6th, 2016 · Comments Off on Is Krugman Wrong On Brexit?
August 31st, 2016 · Comments Off on Markets Rejoice But Brexit Fallout Is Yet To Materialize
August 25th, 2016 · Comments Off on There Will Be No Brexit
August 22nd, 2016 · Comments Off on Markets Are Way Too Relaxed About Brexit