Monday 9th July 2018

Theresa May has presented her Brexit strategy with the full support of her cabinet, apparently. Phil Dobbie asks NAB’s Ray Attrill what impact it’ll have on the pound today and whether it will wash with the EU, who might see it as another “cake and eat it” proposal. They also look at why Friday’s non-farm payrolls had such a big impact on the US dollar. Plus, the trade war kicks off – and with Kim Jong Un unhappy with the latest round of talks. Could that see more risk-off sentiment or have the markets grown weary of the rhetoric?