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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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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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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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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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UK Parliament rejects Brexit deal

UK Parliament rejects Brexit deal

🕔04:01, 24.Jan 2019

The UK Parliament has voted against UK Prime Minister (PM) Theresa May’s Brexit deal outlining terms for the UK’s departure from the European Union (EU). The defeat for PM May was substantial, losing by 432 to 202 votes. A government

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Brexit goes into next round

Brexit goes into next round

🕔03:03, 19.Jan 2019

Week Ahead  By Monday, Theresa May must present Plan B to the British Parliament for how to proceed after the clear rejection of the divorce package negotiated with the EU. It currently does not look like there will be any

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Brexit deal voted down: what happens now?

Brexit deal voted down: what happens now?

🕔19:02, 18.Jan 2019

Investment talks Developments and scenarios ahead: The Brexit deal’s defeat in Parliament was expected, but the size of the loss was not – the result of 432 votes against versus 202 for was quite a surprise. In light of the

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“Brexit” uncertainty here to stay

“Brexit” uncertainty here to stay

🕔14:04, 17.Jan 2019

As broadly expected, the Meaningful Vote on the Withdrawal Agreement was not passed by the British House of Commons yesterday evening. While a rejection was expected by most market participants, the defeat was much larger and the leader of the

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What could go right?

What could go right?

🕔01:02, 15.Jan 2019

 Regional view – United Kingdom "…we fully expect another volatile year. However, it is also worth pondering what could actually go right." 

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What does Brexit Plan B look like?

What does Brexit Plan B look like?

🕔03:03, 12.Jan 2019

Week Ahead The vote in the British Parliament on the divorce package with the EU, originally scheduled for December 11, will take place on Tuesday next week. The starting position is clear. Nobody expects the package to get a majority,

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Brexit: Where do we stand and what should investors expect?

Brexit: Where do we stand and what should investors expect?

🕔08:26, 4.Jan 2019

Where we stand and possible scenarios ahead After the EU approval of Brexit deal, we are going to pass through some tough times until the UK parliamentary vote on Brexit Withdrawal Agreement in December. UK Parliamentary ratification of the deal

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Compass Q1 2019

Compass Q1 2019

🕔17:02, 31.Dec 2018

After a sustained period of almost perfect calm in capital markets, with most assets riding on the coat-tails of a synchronised acceleration in global growth, 2018 has provided a very different experience for investors. While the US economy surged on

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Organisations’ preparedness for Brexit: an internal audit perspective

Organisations’ preparedness for Brexit: an internal audit perspective

🕔14:34, 21.Dec 2018

More than two years after the Brexit referendum, the UK will be leaving the European Union on 29 March 2019. Due to its complicated nature, Brexit has the potential to be a major disruptor to business as more than 40

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