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"How long should we hold?" joker you are out of all uk shares remember? Why do we attract this kind of troll on tis board?

Trump is playing politics. He hates the EU. He can't stand Macron and he thinks Germany are ripping the face off the world economically . He had been ken for us to tell the EU to shove it and come out on WTO terms.

Seems the DUP are getting it in the neck back at home from local business and the farmers for opposing the "deal" There could be something in this country wide, we may yet see an uprising of the the people against the political classes reminding them who they are representing. lol you could not make it up.

There is no need for a general election. we have just had one and won't need one until 2022. May needs to be made to listen to her party and be told in no uncertain way that the deal as it is will not pass. A new leader may force the EU to reconsider its options and come up with a compromise that may just have a chance to get through. By 2022 david Milliband will be heading up a new centre labour movement which will split the labour vote and speed the beginning of the end for Corbyn and his Marxist thugs.

I don't believe we will get a leadership challenge per se. Whether she likes it or not she will have to be forced to listen as the deal seems to be unsellable in its current guise. There seems to be plenty of anecdotal evidence coming from Europe that the feel they have shafted the UK in this deal and will want to seek yet more concessions. They have gone out of their way to make it as onerous as possible and have dragged their heels during the process. Now they are in a hurry to put it into law. I would suggest that May and co negotiated in good faith which is more than can be said for Barnier. The EU has been given the impression that we will not walk away without a deal and leave under FTO rules and have used that condition as their backstop for negotiation. It is therefore important imo that MP's force TM's hand. There does not have to be an election as we have just had one so she can be ousted if unwilling to listen.

Is already prices into the house builders. carney deliberately spooked the market a few months ago with his stress test comments wrt the banks which he wilfully allowed to be misinterpreted by the media before correcting/clarifying his comments a few hours later. We have seen the extent of the Pound's "collapse " yesterday. Even if it would fall another 10% on a "no deal" it would need no rescue mission from the BOE because even following the result of the Leave vote interest rates have not needed to be increased in order to defend Sterling. So a weaker currency gives us a competitive advantage and is unlikely to yield any more inflationary pressure than we have already seen. Conclusion imo is that house prices are not going to collapse but may drift sideways for a year or so which is hardly going to have a material impact on earnings going forward. Given that we are trading at a yield of close to 12% have stacks of cash in the bank earning diddley squat the current SP bears little relevance to the fundamental market dynamics we are facing on a day to day basis.

called the banks to see " how they were coping" after the Pound got "pummelled" down 1.5% against the Euro and back to what it was a couple of weeks ago. Ridiculous and intended to increase angst in the financial markets by Project Fear's Carney. Why was he not fired when Osborn left.

Than a quarter of the value of the company in recent months yet our BoD came across as the management of Grace brothers in are you being served ? There can’t be many ftse executives who can claim losing over 1bn in market cap on a few months. He had an opportunity to be upbeat a few days ago which he sidestepped. Carney said 3 months ago that banks were stress tested to withstand a 35 % decline in property prices on the event the BOE had to step in to rescue the pound . This is not going to happen it’s laughable nonsense from the man who should been shown the door when Osborn was. Real people are losing money here it’s time out management step up to the plate

Pete for linking us to Brexit. How about handing back spur shares ? Of course this has nothing to do with Brexit because people still need houses. As for falling 35 % the last gasp from a project fear champion .

"Fear that Lloyds will be 45p by then" You'd best sell today and move on.

seems Barnier's sidekick felt the need to shoot her mouth off saying the UK had got worst side of the deal because they had all the best cards. Thats going to go down really well with the country. Maybe its not too late to tell the shove it and his goodbye to the £39bn and let the DUP squeal as much as they like

The birds on the BBC are tying the oil price movements to Brexit. Why oh why do we continue to pay for this ridiculous "news" outlet?

Indeed. The whole situation is ridiculous as no one in the media still seems to have a clue of what is in the document so every one is second guessing every one else and extrapolating from there in order to produce sound bites. What leakage there has been appears to have come from the EU which suggest to me they are still trying to play a dirty game or doing the same as Tony Blair did to GB too ultimately make sure that GB took over from him before the proverbial hit the fan and he could ride off into the sunset un-blemished. I suspect therefore that deal will fall short of what is needed to get it through the House and the EU may yet have to give some more leeway. Our SP has been rising slowly which is probably reflective of where we are in the proceedings and to break 60p we may need little more tangible proof that progress towards a satisfactory is possible. W hat s puzzling me is that according to the smug self serving BBC nobody other than TM seems to like the deal inits current guise, whatever it is. lol

Predictably Redfern's Jamie Oliver type linking of future performance to Brexit was spelled out in detail in today's press. The man either does not learn or he has got mates in the City who enjoy trading the price volatility. I think Nige mentioned yesterday that TW is not a Brexit play because the need for new houses is not going to diminish. True but then when we have a CEO who states that he believes there may be a psychological link we should not be surprised to see a continuation of the type of trading in the shares we have seen over the last couple of years.

From a fundamental perspective there was never a case for a bull market and price rises we have seen were on the back of geo politics and market intervention on the supply side. Fracking of shales in the US was the genie let out of the bottle year ago effectively putting a cap on fundamentally derived pricing. This of course was the unintended consequence of years of excessively high oil prices which allowed the technology to secure viability Secondly the same prices saw a concerted push into the renewables which are set to continue to have an increasing impact on demand growth from the developed world. Hot money will doubtless continue to exacerbate short term price movements but longer term imo we have seen the days where OPEC held the whip hand. Not much to do with Lloy I guess other than from an inflationary perspective and its impact on BOE thinking wrt rate setting, which will of course have an impact on our NIMs :)

You are right of course Nige wrt builders and Brexit. That said builders appear to been played as a proxy for the UK domestic economy along with the banks by "traders" as builders have stated repeatedly that sales volumes may be negatively impacted by Brexit and related "political" uncertainty. It6s a get out of jail excuse as far as `i am concerned but I feel we have suffered from Brexit jitters nonetheless. Here is hoping for an and to this nonsense.

first step, lets hope its acceptable. Not so clever of the hedge funds in that case to increase short positions in Sterling only yesterday. They have had a lousy year so far and if ok then this will not help their fortunes. Am I bothered? Its at times like this we miss JMO's deep insight in all matters TM and Brexit. Fingers crossed and lets look forward to recapturing 60p for starters.

seems to be responding to DUP comment that a compromise is close. I guess if it satisfies the DUP then TM may be able to carry it. Sterling is also rising slowly so fingers crossed.

seems to think we are getting closer. Sterling inching higher as well. If a deal satisfies the DUP then I guess TM might be able to swing it ? that would have a material impact on our SP.

Correct it was a minor issue elevated to Constitutional importance by Brussels and he Remain camp keen to split the Conservative Party and stoke up old animosity between the DUP and Sein Fein. Barnier believes the to be a deal breaker as the UK will not have Brussels decide over the break up of the Union. The fact that in ten years time there will likely no longer be a North South divide makes the whole issue all the more laughable but nonetheless a fine example of how far the EU's sense of "fair play" extends. Ironic that our finest attributes have actually turned out to be rose that has been used to tie our hands behind our back. Lets hope it's not too late. Sterling looks to be defying the best attempts of those increasing their shorts.