EU
Brexit Anxiety: Penny Foolish, Pound-Wise
written by Michael Lewis on October 14, 2016
FMI’s Commentary on the renewed, but still-completely-unfounded anxieties over the UK ‘Brexit’ from the European Union.
FMI July 2016 Economic and Investment Outlook
written by Michael Lewis on July 01, 2016
Once dust settles (soon), global macro landscape will show little change; UK will take ‘associate’ EU status. Brexit will have no tangible economic impact on US. U.S. real GDP picked up to +2 1⁄2% in 16Q2, will sustain healthy pace into 2017. Core inflation likely to exceed Fed’s +2% target by early next year. Yellen will pause, but rate hikes should resume by year-end.
Brexit Financial Panic Should Abate Soon; Little Macro Damage
written by Michael Lewis on June 24, 2016
FMI’s Commentary on the Brexit vote and its economic consequences, or lack thereof
