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 55 Articles

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 [...]
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 [...]

Airtel Money boss: This is why we picked London for our float

Red Bull spent £1.3bn on athletes like Stokes, Verstappen and Neymar in 2025

Leapmotor B03X: The Small Electric SUV That Makes Sense for London

By: Helen Thomas

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