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UK: As England reopens, party politics remains in flux

UK: As England reopens, party politics remains in flux | Speevr

The government is betting on the full reopening of England on 19 July, but it remains unclear what level of health system stress will be politically acceptable in winter. The new health secretary could boost fiscal conservatism in the cabinet ahead of difficult talks about…   Become a member to read the rest of this […]

UK/EU: An extension to calm the sausage row?

Ahead of the end-June deadline, another extension to the grace period for British chilled meat exports to Northern Ireland is likely. The question is how this will be achieved: by agreement or via unilateral UK action, to which the EU would respond with infringement proceedi…   Become a member to read the rest of this […]

UK: Scottish independence keeps simmering, English realignment continues

UK: Scottish independence keeps simmering, English realignment continues | Speevr

Despite the SNP’s win in Scotland, a second independence referendum is not likely before the next UK general election, which might now be held around 2023. Now essentially a different party from the Conservatives who returned to power over a decade ago, PM Boris Johnson’s …   Become a member to read the rest of […]

UK: The union’s future in spotlight

UK: The union’s future in spotlight | Speevr

European Parliament approval and the formal sign-off by EU member states marked the final stage in the ratification of the post-Brexit trade agreement. But the simultaneous resignation of Northern Ireland’s First Minister Arlene Foster highlights the Brexit-related challen…   Become a member to read the rest of this article

UK: Playing for time on Scottish independence

UK: Playing for time on Scottish independence | Speevr

A second Scottish independence referendum is not the base case after the 6 May regional elections. PM Boris Johnson is likely to strike down respective demands by referring to the pandemic, trying to win time until after the next UK general election. A conversation abou…   Become a member to read the rest of this […]

UK/EU: Arbitration threats do not have to mean the end of Irish protocol

UK/EU: Arbitration threats do not have to mean the end of Irish protocol | Speevr

Given the ongoing tensions over Northern Ireland, the European Commission is now preparing for both legal action against and renewed political talks with the UK. This follows the UK’s decision to unilaterally prolong the grace periods on the introduction of new customs controls b…   Become a member to read the rest of this article

US and UK: The Comeback Kids

US and UK: The Comeback Kids | Speevr

The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse correlation with the S&P 500 (-4.2%) has re-established itself. This is in line with our forecast that the Dollar’s sell-off in early February was “a small, short-term correct…   Become a member to read the rest of […]

UK: Sunak’s budget gives, takes away, and may give again before election

UK: Sunak’s budget gives, takes away, and may give again before election | Speevr

Chancellor Rishi Sunak’s 3 March budget is a play in three acts, the first of which sees the continuation of economic support until the lockdown is eased. While the second part is aimed at reassuring fiscal conservatives with tax hikes, the third act might well consist o…   Become a member to read the rest […]

Transitional UK budget unlikely to rattle markets

Transitional UK budget unlikely to rattle markets | Speevr

The British Chancellor of the Exchequer Rishi Sunak will on 3rd March, at around 12.30 UK time, present to the House of Commons the annual budget for the United Kingdom.           The ruling Conservative Party has a significant working majority of 87 seats in the lowe…   Become a member to read the rest of this […]