Fourth quarter developments will be crucial for Sterling and wider UK asset prices with a very important first week in October. All sides will need to get real over the EU exit talks, starting with the Conservative Party conference, while the economy also faces a crucial period as post-referendum decision taking takes shape. Bad data and botched negotiations would leave UK assets under heavy pressure, while improved data and a coherent political stance would increase confidence in the medium-term outlook. After a stronger performance in the second half of August and early September, Sterling has been under renewed ... (full story)