Credit Writedowns 2019 Outlook, Part 2 – Brexit

I've been thinking about how to write this piece on the outlook for the political economy in the UK for a number of days. I had it teed up to finish yesterday. But I have left it until today. Apologies

I still have the bias that economics drives politics and not the other way around. But, increasingly, both in the UK and the US, we are seeing extreme political situations that will have an impact both over the longer-term and the shorter-term. And the situation with Brexit is a textbook case of ...

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