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Help! The English have lost their sense of humor!

Help! The English have lost their sense of humor!

🕔11:02, 17.Jun 2019

Monitor Brexit with the ‘OpinioPro Brexit Search Index’ Brexit and OpinioPro Brexit Monitor. Internet search for ‘brexit’ made an incredible peak in 2016 and returned in the limelight around the deadline in 2019. Context level: The peak of 260.000 would

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Hard Brexit preparation

Hard Brexit preparation

🕔04:08, 1.Jun 2019

Week Ahead The events of the previous week, which culminated on May 24 in the announcement of Theresa May's resignation, have changed the most likely outcome (>50%) of the Brexit negotiations decisively, from our point of view. We now expect

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What do shocking numbers tell us?

What do shocking numbers tell us?

🕔09:02, 27.May 2019

Macro Weekly Germany’s Ifo plunges… While French business confidence improves Unexpected re-emergence of the trade conflict most unwelcome May to step down

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Markets still taking cover

Markets still taking cover

🕔04:04, 25.May 2019

Week Ahead As the week draws to a close, events in the United Kingdom have turned upside down. At the end of last week, negotiations between the Conservatives (Tories) and the Labor Party over an EU exit procedure broke apart.

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Spring in Europe

Spring in Europe

🕔15:02, 1.May 2019

Highlights European risk assets have underperformed amid disappointing global growth, political headwinds and a series of idiosyncratic factors. With global growth healing and political issues manageable, we believe that there is room for Europe to surprise to the upside in

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From Brexit to Hexit…

From Brexit to Hexit…

🕔15:02, 18.Apr 2019

In Credit Core government bonds yields fell for much of the week only to revert higher on Friday owing to generally better global trade data from China indicating a recovery in exports to eurozone industrial production (-0.2% m/m versus -0.5%

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Good-bye brexit?

Good-bye brexit?

🕔14:02, 2.Apr 2019

Market may remain nervous, but the actual risks of a hard, chaotic Brexit, have fallen sharply.  For many months, we have been warning of the risks of a hard, chaotic no-deal Brexit. In an alternative universe, we might well have

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Brexit – Next deadline probably April 12

Brexit – Next deadline probably April 12

🕔03:06, 30.Mar 2019

Week Ahead With the British Prime Minister's offer to resign and eight failed votes on possible alternatives to the current divorce package, there was a lot of noise this week, but no progress on the issue. A vote on the

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Brexit – Next deadline probably April 12

Brexit – Next deadline probably April 12

🕔03:06, 30.Mar 2019

Week Ahead With the British Prime Minister's offer to resign and eight failed votes on possible alternatives to the current divorce package, there was a lot of noise this week, but no progress on the issue. A vote on the

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Finally, something good

Finally, something good

🕔14:02, 28.Mar 2019

The chances for an orderly and reasonably quick resolution to the Brexit drama have gone up.  In all the twists and turns of the ongoing Brexit drama, it is all too easy for market observers to overlook important turning points.

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12 april is de deadline voor het VK

12 april is de deadline voor het VK

🕔13:02, 26.Mar 2019

Investment Highlights De vertrouwenscijfers in de Verenigde Staten kwamen afgelopen week per saldo iets lager uit dan verwacht, maar zijn nog steeds relatief hoog. In Europa zakte het vertrouwen daarentegen verder weg. De Franse vertrouwenscijfers voor de dienstensector en de

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Brexit – When will final curtain fall?

Brexit – When will final curtain fall?

🕔03:07, 23.Mar 2019

Week Ahead A good drama requires a timely end after all emotional highs and lows have already been reached. Failure to deliver this leads to fatigue or – even worse – boredom. We are now at this point in the

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Brexit – When will final curtain fall?

Brexit – When will final curtain fall?

🕔03:07, 23.Mar 2019

Week Ahead A good drama requires a timely end after all emotional highs and lows have already been reached. Failure to deliver this leads to fatigue or – even worse – boredom. We are now at this point in the

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The week in rev-EU

The week in rev-EU

🕔02:01, 23.Mar 2019

It was the week before Brexit, until 12 April became the new deadline  Last week’s “Week in rev-EU”, left a Parliament that had rejected the UK-EU negotiated Withdrawal Agreement by a large 149 deficit (although improved from the historic 230

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Our Brexit scenarios and market impact: just 10 days to go?

Our Brexit scenarios and market impact: just 10 days to go?

🕔14:02, 20.Mar 2019

A third vote on the Brexit withdrawal agreement appears to be off the table We analyse two potential scenarios and their likely market impacts A long extension looks most likely, but the risk of a no-deal Brexit still looms

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Brexit delay should relax markets

Brexit delay should relax markets

🕔03:00, 16.Mar 2019

Week Ahead Focus: Brexit delay Euro Area PMIs FOMC meeting

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Brexit delay should relax markets

Brexit delay should relax markets

🕔03:00, 16.Mar 2019

Week Ahead Focus: Brexit delay Euro Area PMIs FOMC meeting

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The week in rev-EU

The week in rev-EU

🕔02:00, 16.Mar 2019

A wrap-up of a week of Brexit developments and our outlook The week 11-15 March was always going to be a big one for the Brexit process. Three votes were scheduled: another “meaningful vote” to approve the government’s negotiated Brexit

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The week in rev-EU

The week in rev-EU

🕔02:00, 16.Mar 2019

A wrap-up of a week of Brexit developments and our outlook The week 11-15 March was always going to be a big one for the Brexit process. Three votes were scheduled: another “meaningful vote” to approve the government’s negotiated Brexit

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Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in

Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in

🕔13:00, 13.Mar 2019

Investment Talks Developments and scenarios ahead: This is probably the most decisive week for Brexit and the situation is still rapidly evolving. Last night, Mrs. May and Mr. Juncker announced an agreement on the most controversial part of the Brexit

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British Parliament to set course

British Parliament to set course

🕔03:02, 9.Mar 2019

Week Ahead If there is no further postponement, a cascade of votes on Brexit is on the agenda in the British Parliament next week. Altogether there will be three relevant votes scheduled for March 12, 13 and 14. Each vote

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Investment Event May’s Brexit strategy undermined

Investment Event May’s Brexit strategy undermined

🕔13:02, 22.Feb 2019

Where are we with Brexit? Following the UK Parliament’s overwhelming rejection of UK Prime Minister (PM) Theresa May’s withdrawal agreement in mid-January, the government has been attempting to renegotiate the deal with the EU. In particular, the focus of these

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Global Macro Update

Global Macro Update

🕔11:02, 15.Feb 2019

50 days from the Hell of a Hard Brexit Britain appears to be sleepwalking towards a sticky end as the Brexit cliff edge looms large. At least the outlook is brighter across the Atlantic, while a possible bottoming in China

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50 days from the hell of a hard Brexit

50 days from the hell of a hard Brexit

🕔14:03, 14.Feb 2019

Britain appears to be sleepwalking towards a sticky end as the Brexit cli edge looms large. At least the outlook is brighter across the Atlantic, while a possible bottoming in China lifts risk assets. Soft economic data in the eurozone

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Brexit – May approaches end of road

Brexit – May approaches end of road

🕔03:03, 2.Feb 2019

Week ahead After another turbulent week in the British House of Commons, Theresa May plans to renegotiate with the EU. In essence, May could win the approval of the British Parliament for her Brexit deal if she succeeds in setting

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Asset Allocation Consensus June

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Sign up on #OpinioPro to read all the latest research on #fixedincome, #assetallocation and so much more! Click here: https://t.co/90NYM4HBVh

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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