Now we are quite far away from Brexit to have a look.
The market after an initial sell off bounced back strongly – so much so that we are in a Bull market pattern for the UK.
There is also a clear winner – FTSE 100 beats (by 3.8%) hands down FTSE 250 as larger companies profit more from the currency effect.
Extending to Europe the biggest losses are mainly in the next potential victim in the domino effect (in this case Italy) and the countries most exposed to to the “exit country” (so if you are afraid of Italexit you should avoid France, for example).
In the US the effects were felt, but more as a panic shock than else and in Asia there was no clear pattern.
A word of warning is that Article 50 (formal Brexit) has not be triggered yet and the next victim. Also the next “domino effect” would be the real trigger as the UK has the pound (also in the real domino…is the second piece that triggers everything)
investorpolitico 