Either learn to think 
OR donât xxx
and another crap talk without any substance or knowledge 
oh manâŚ
Gânight xxx oh i need to be twenty chacters log â donât knoe why - nor how many fail by being too cryptic - however I think iâm getting there - now or nowabouts . 1[quote=âWestBam, post:128, topic:84071â]
crap talkâŚ
[/quote]
wierd being
Quick heads up, market figures phase 2 is in the bag, but it is not so.
The Times leak yesterday was deliberate, thatâs how to soften a hard stance, drip feed it - just like the divorce bill.
Realty check: The citizen rights and leaving amount (to be paid over x years) are sorted - the Ireland aspect is still very much in the air - there has been positive movement, week ahead is crucial.
Eur/Gbp will likely see some movement.
At the beginning of this thread I noted the unusual coherence amongst the 27, there has been an attempt to isolate, divide and conquer, but the 27 remain as one, likened to as a âfamilyâ today - remarkable to say the least.
âLet me say very clearly: If the UK offer is unacceptable for Ireland, it will also be unacceptable for the EU. I realise that for some British politicians this may be hard to understand,â - Donald Tusk today.
I wonder if they really do (remain as one) - Nobody except the few will say anything ! - I wonder what they have been threatened with ?
at the end of the day - Our supreme court (House of Lords ) has ruled that there is no legal reason for us to pwy anything to leave - No "phase 2 " - We just withdraw the offer ! 
Hope nobody lost on Monday, I gave the above heads up on Friday on the deal that never was - now another heads up.
Deal IS now done, seems they are crossing the tâs atm - the market already has the news, so the thing to watch for tomorrow morning (the official announcement likely to be before 8.00am European) is that old saying - buy the rumour (GBP) / sell the fact - be careful
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Announcement on done deal was made 10 mins before 8.00am European, so no surprises - I see that GBP/USD is now back to where it kicked off, classic buy the rumour, sell the fact.
Nothing much has happened since last posted - transitional period likely will end Dec 31st 2020, still difficult to make concrete plans. Civil servants still working hard - there is much to be done.
One thing of interest, not much publicized is that the process of appointing the new ECB board has begun.
There are huge implications for Euro, the North South dynamic is already being discussed, so if VC goes to Spain then all eyes on Germany for the chair.
Also talk of more economists and less politicians, Irelandâs choice is a banker (for VC role), Spainâs FM is favourite so far.
Thatâs the thinking, but all to be played for - many guys have the opinion that the Spanish FM is too close to Weidmann thinking ⌠the risks for Euro are to the upside.
Another month has passed, a setting out of UK position today, reasonably business friendly speech by the UK PM, although soft in detail, but much as expected and in line with the briefing notes.
The market reacted pretty much as expected, Euro up and Gbp down - I doubt that many would have bought GBP since Monday past.
There is much talk about red lines so I tend to paint those at specific time periods,(for purposes of this thread Eur/Gbp)
The red line is the UK opening low next day, i.e the first of the month (up arrow)
The second red line further up? - itâs been there for a while.
That was back 5 or 6 months ago, many companies do not like negative publicity, nonetheless Katherine Bennett, senior vice-president for Airbus UK, just gave a BBC interview "we operate a âjust in timeâ supply chain, which means that even a three-hour delay at Dover, for example, would be âa critical issueâ.
(source bbc)
An important issue for business in all 28 countries, Airbus are talking to the UK govt. so politicians are aware.
That was back in early March, Airbus were not listened to, they went public lthis week, so too BMW - this is unusual as most majors do not court negative publicity, they just plan ahead quietly.
The reason is next weeks summit, specifically June 29.
There is a sense amongst the 27 that the UK is sidelining the Irish border question, perhaps in a hope that the 27 will see that problem as an âirritantâ (as quoted by an insider).
Thing is that the N Ireland border is an irritant - but it has the capacity to become the rock that the transition offer will perish - hence Airbus and BMW.
UK officials as indeed Pres Trump are aware of current German political difficulties surrounding immigration, perhaps an opportunity for the UK to take advantage of in the present negotiations.
The opposite seems to be the case, a hardening of attitude, maybe thinking ahead with the impending trade war with the US also in mind:
âGermans are very, very clear about this,â says an EU diplomat. âFor them this is much bigger. The threat to the unity of the 27 by abandoning Ireland is much bigger than any sense that their exporters are going to lose out.â
Source: Tony Connelly, RTE
Anyways - more to follow
Exactly so @peterma, So it is seen as simple political posturing - back door pressure trying to overturn the democratically expressed will of THE BRITISH PEOPLE !
"Airbus accused of trying to reignite âProject Fearâ "
Generally most business have a focus - the P&L
It has 2 columns, last years and this years numbers - shareholders and investors want guidance on what the third blank column will hold, directors and CEOâs job is to maximize those numbers yet to be delivered.
Itâs not their job to deliver any political projects fear or otherwise, a good CEO stays out of that arena and only enters when itâs necessary to do his job.
Siemens and John Lewis gave interviews on Friday which the FT headlined as: âBrexit: John Lewis and Siemens warn government:â
This headline was incorrect insofar of they were not warning anybody, merely thinking of the right column of their P&Lâs
Personally, I hope no one else will decide to leave. Weâre all stronger together than apart.
Theyâre just watching to see how the UK does. A lot of Countries are unhappy and regretful, but most are shackled by the âCommon Currencyâ. They will find it quite difficult to leave.
Itâs a shame we in the uk have a âRemainerâ âNegotiating our leavingâ 
- but hey the âPowers that beâ were very anti the Brexiteers, using every dirty trick they could including âProject Fearâ to frighten us into voting for their pet project.
But they underestimated teh British People - same as Hitler did ! - If we can defy THAT, we can certainly do this !
Key UK meeting still in progress - leaks? - not likely, they took all communication devices at the door, even have jammers.
If I was holding GBP Iâd be a little nervous - resignations later tonight would be both negative and positive the pound.
The one thing that would be absolutely negative is another fudge, that is less likely because of the time factor.
The timing of the meeting and itâs probable closure of around 10.00pm UK time is not accidental, the market is âclosedâ and it awaits - so too does business.
The UK FM used an expletive when asked about business, heâs in a good place, there are others who rely on business, especially the younger generation, tomorrowâs news could well have an impact on them.
Update - no resignations - collective agreement are the words - more to follow.
Communication back on
The sunâs been out again here today and will be again tomorrow. Temperatures are breaking records, but we all know because weâve been assured by propagandists claiming that âScientistsâ say the sun has nothing to do with it - Itâs all down to âhot airâ being kept in by Carbon dioxide 
(honest mister ! 
)
Well there is more than enough hot air being generated by those unhappy that their opinions have been outvoted by the British People, to cook this damn planet ! 
Yep, FS duly recognized.
The âFâ word reigns - that is after 9 hours itâs a fudge.
Market US news are reporting positive GBP but EU news are reporting a âwatering downâ of the original UK PM position, i.e. the position as was âleakedâ yesterday and conveyed to Ms Merkel.
Same old, same oldâŚit becomes almost boring, if only so many people didnât depend on the final outcome.
Thatâs what you get when you get a âRemainerâ without any balls ânegotiatingâ âBrexitâ - Article 50 states that it is up to EU to come up with Exit conditions and then to put them to the exiting party for approval !
Not this reversed drivel.