By: Helen Thomas

CEO & Founder - Blonde Money Helen Thomas CEO and Richard Brownlees COO set up BlondeMoney almost a decade ago to bring together the worlds of Westminster and Wall Street.

All 42 Articles

Global equity markets are dangerously overconfident

Opinion

Global equity markets show a dangerous disconnect by continuing to rally – fueled by an overconfidence in policy backstops – despite the severe and persistent supply-side risks caused by the ongoing energy shock from the closure of the Strait of Hormuz, says Helen Thomas There is a growing disconnect between the resilience of global equity [...]
The government is about to find out you can’t please the people and the bond markets

Opinion

In the next phase of the Iran crisis, investors will demand fiscal discipline; electorates will demand intervention. In a supply-driven stagflationary environment, it may be impossible to satisfy both, says Helen Thomas A severe physical supply shock is rippling through the global economy and unlike recent crises, this is not one policymakers can easily offset. [...]
UK bond markets are dangerously exposed

Opinion

Many of the forces shaping the bond market are beyond any single government’s control. The combination of higher inflation, weaker growth and increased debt issuance is driving a global repricing of sovereign bonds, says Helen Thomas The global bond market is entering an increasingly precarious phase, shaped by the early stages of what looks like [...]

The oil crisis isn’t just financial, it’s physical

March 24, 2026

Disruption in the Strait of Hormuz isn’t just an economic shock, it’s harming the physical infrastructure that underpins global markets, says Helen Thomas Five years ago this week, the Ever Given ran aground in the Suez Canal, blocking one of the world’s key waterways for six days. Oil prices jumped six per cent as roughly [...]
Why this oil shock isn’t like the last one

March 17, 2026

The new surge in oil prices will be shaped more by political responses than by monetary policy, due to a crucial shift in the economic backdrop from the tight labor markets of 2022 to the current looser conditions, says Helen Thomas This week, six major central banks meet in quick succession, including the big four: [...]
Oil shock will be felt well beyond energy markets

March 10, 2026

Energy shocks rarely remain confined to energy markets. They propagate through bond markets, fiscal balances and inflation expectations, says Helen Thomas As Winston Churchill once warned: “The statesman who yields to war fever must realise that once the signal is given he is no longer the master of policy, but the slave of unforeseeable and [...]
If defence is a priority, government must be honest about who pays

February 24, 2026

America has made clear that Europe must stand on its own two feet when it comes to national security. But defence ambitions must be reconciled with balance sheets already stretched to their limits, says Helen Thomas The largest build-up of American military assets in the Middle East for two decades alongside last week’s Munich Security [...]
Could Dutch-style wealth taxes be coming to Britain?

February 17, 2026

Governments everywhere prefer revenue that can be framed as “fairness”. If the Dutch can make taxing gains as they accrue work without damaging long-term capital formation, it will not stay a Dutch story for long, says Helen Thomas The Netherlands has just approved a reform to its capital gains tax regime that is already sending [...]
Sanae Takaichi rolled the dice and won – what next?

February 9, 2026

Japanese Prime Minister Sanae Takaichi secured a commanding victory in a snap general election, clinching a two-thirds supermajority that signals a new, more assertive phase in the country’s economic and foreign policy, says Helen Thomas Japanese prime minister Sanae Takaichi’s decision to call a snap general election was a high-risk move. Just like investment theory [...]
Gorton and Denton by-election will be a snapshot of Britain in chaos

February 5, 2026

The upcoming Gorton and Denton by-election is a four-way fight with each party pitching itself as the best way to block the other, says Helen Thomas The upcoming Gorton and Denton by-election is shaping up to be one of the most frenzied of recent times. By-elections are often used by voters to send a message [...]

Boss of B&Q owner quits after poaching by Dutch supermarket

Stormzy doubles down in £5.5m Padel Social Club fundraising round

This is how to choose between Pinot Grigio and Pinot Gris

By: Helen Thomas

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