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 49 Articles

South Korea is the canary in the coalmine of the AI boom

Opinion

South Korea’s experiment with leveraged single-stock ETFs has shown how quickly passive investing, concentrated markets and retail speculation can feed on one another, says Helen Thomas The new frontier for the AI boom isn’t Silicon Valley but South Korea. While the country has long been home to technology giants such as Samsung Electronics, the country’s [...]
Are we about to see one of the biggest shifts in monetary policy since the financial crisis?

Opinion

Chair Kevin Warsh believes the Federal Reserve should offer forward guidance, arguing that promises about future policy quickly become shackles around a central bank’s neck. He could be about to get his way, says Helen Thomas As the first half of the year draws to a close, the world’s leading central bankers gather this week [...]
The next Prime Minister can change the conversation on the fiscal rules

Opinion

Since the defenestration of Liz Truss, the OBR has become an obsession in British politics. It need not be this way. Independent fiscal institutions are supposed to inform politics, not rule it. Other countries use them as sources of transparency, not as judge, jury and executioner, says Helen Thomas The next Prime Minister and Chancellor [...]

What will markets make of the new chair of the Fed?

June 16, 2026

Kevin Warsh wants to take us back to a world where the semi-annual Humphrey-Hawkins testimony of the Fed Chair to Congress is effectively the moment where the Monetary Wizard of Oz steps out from behind the curtain to signal the direction for interest rates, says Helen Thomas “I don’t view the Chairman, in his testimony [...]
The world can’t keep consuming more than it produces

June 2, 2026

Commodity markets have proved remarkable resilient, but there is no financial engineering solution that can replace missing barrels of oil, says Helen Thomas Commodity markets have spent the past three months performing an extraordinary balancing act. Despite one of the most significant disruptions to global energy flows in decades, the global economy has continued to [...]
Markets have entered negative gamma – buckle up

May 19, 2026

Dealers are forced being to buy rallies and sell dips, increasing volatility. That should serve as a warning. Although markets currently appear calm and resilient, beneath the surface they are becoming more fragile, says Helen Thomas Markets are entering a profoundly unstable moment for the global price of risk. The supply shock emanating from the [...]
When does fish, chips and mushy peas become an unaffordable luxury?

May 12, 2026

When prices rise so high and budgets get so tight, consumers adjust their habits permanently. This is looming in the energy markets as the closure of the Strait of Hormuz will not be resolved any time soon, says Helen Thomas As Ryan, the owner of Harrison’s Fish and Chip shop, said to me on Friday [...]
Global equity markets are dangerously overconfident

April 28, 2026

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

April 14, 2026

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

March 31, 2026

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 [...]

FCA charges City lawyer with insider dealing over maternity brand acquisition

EuroLeague CEO interview: ‘NBA Europe? We have never been stronger and will never disappear’

First look: The Ferrari Daytona Shooting Brake ‘Hommage’

By: Helen Thomas

All 49 Articles

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