Macrobites

 

Macrobites

A filibusted flush

The filibuster is an important procedural device in the US Senate that makes it significantly harder to break the gridlock between Republicans and Democrats. President Trump argues that the "very outdated filibuster must go". But what is it? Why is it important? And what are the investment implications of throwing it on the Congressional scrapheap?

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Macrobites

Fast forward one year ... the market impact of the Brexit vote

Sterling-based investors face the additional uncertainty caused by the Brexit vote alongside the usual vagaries in markets. When in doubt, it can be tempting to extrapolate recent performance, however today that could prove unwise. 

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Macrobites

Five things keeping the team up at night

Recently John and Justin have been asked at a few events that they've attended "what keeps the team up at night as investors?". Seeing as I'm always one to jump on the opportunity to create an infographic, I thought I'd try something a little more interactive...

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Macrobites

The cajoler-in-chief

President Trump's approval ratings after his first 100 days in office make for grim reading. As markets question the ability of the White House to get its own way, we've seen a significant retracement in the "Trump trade" in both equities and fixed income. The President needs to become the cajoler, not just the commander, in chief to revive hopes of a large fiscal stimulus.

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Macrobites

Le Pen is mightier than the sword, but not Emmanuel Macron

In a largely anticipated result, Emmanuel Macron has won the French presidential election. The contest has been one of the most closely watched political and market-relevant events in Europe, and the most hotly contested French election in recent history. But with a winning margin of 66% vs Marine Le Pen’s 34%, Macron’s victory is decisive. Turnout was low by French standards at 74%.

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Macrobites

Le moment est venu

With the final round of the French elections just days away, the political moment that people have been talking about since President Trump’s election has arrived. While the polls point to an overwhelming win for Macron, I take a quick look at the ways in which this election could still turn, and also the reasons why this time could be different to Brexit and Trump.

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Macrobites

May's day coming in June

In an unscheduled announcement, Theresa May has declared her intention to call a general election on 8 June. This snap election will be almost three years ahead of schedule. Below we address the five most pertinent questions likely to be on investors’ minds.

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