May's Fragile Brexit Truce Tested

The video discusses market reactions to recent economic news, focusing on yields, sterling, and CPI. It highlights Brexit's impact on UK market confidence, noting a gentleman's agreement as a positive sign. Political perspectives, including Labour's stance and Corbyn's influence, are explored. The EU's willingness to negotiate with the UK is seen as beneficial for markets, reducing fears of a hard Brexit. Theresa May's leadership is viewed positively, with media hysteria and political dynamics influencing perceptions.

What is the underlying thesis mentioned in the text regarding the fear of Corbyn?

According to the speaker, what are the implications of the EU's willingness to deal with the UK?