Fitch says that the UK#s exit would drive short-term disruption and long-term risks

  • Uncertainty over UK firms future access to EU markets would weigh on confidence and delay investment decisions
  • Significant risks of remaining members attempt to impose punitive conditions to deter other countries from leaving

That's the contagion chatter I was talking about earlier.

Separately, Cameron should be getting a boost tomorrow as it's been reported that around half of Britain's top 100 companies will back Cameron and his call to stay in. The FT had the story earlier today and it's not new news, though he may well mention this to parliament when he peaks in around 10 mins. Of course, probably more important is what the other 50% are going to say ;-)