Brexit Breakdown – What’s Next? — MM #107

The UK exit of the EU is a huge event and we organize the information for you: what happened in the finish line, the next political developments and what’s next in financial markets.

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  1. The Brexit finish line: A quick coverage of the finish line of the campaign and of what happened during the vote count, one of the biggest dramas ever.
  2. What will happen in the next days: Despite elevated uncertainty, we can lay out some expected political developments.
  3. What’s next in financial markets: We look at the magnitude of the event and compare to recent history of such big bombs and forecast next developments in markets. It does not look pretty.
  4. Reactions in the US: The move has wide implications for the whole world. We discuss the impact on the prospects for a rate cut instead of a rate hike in the US.
  5. Opportunities in US stocks: The big sell off has an adverse impact on stocks that are totally unrelated. Are there opportunities?
  6. Silver lining?: Can this be the bottom of the euro crisis? There are some potential paths for action, but is there political will?
  7. Gold opportunities: The yellow metal enjoys the Brexit waves. More room to the upside?
  8. Preview: Apart from the Brexit fallout, we have some interesting figures in the US, China and the euro-zone.

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