Tues 14th June

Maybe a tricky few day ahead reflecting a combination of uncertainty with the UK voting on considering leaving the EEC and some soft Chinese data

Having just returned from London last week this looks a close run thing with strong arguments on both sides

Like many things in business the choices revolve around greater economic opportunities as part of the european block offset with a loss of sovereign power particulalry with immigration policy

Longer term this will work itself out eitherway but in the short term hedge funds will look to make money out of arbitraging the uncertatinty

Domestically we are thankfully 'only' a few more weeks from our own election

Markets will be looking for policy certainity and confidence in future decision making

Hard to know how the future Senate make up will achieve this but we live in hope

Buckle down for a interesting few days !

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