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Downing Street and Bond Markets
How Starmer's political crisis and rising gilt yields are shaking trader confidence and threatening UK borrowing costs.
May 193 min read


Powering the AI buildout: Europe's industrial exposure to American capex
Siemens Energy, ABB, and others are selling into a supply-constrained AI buildout. The dependency runs both ways.
May 174 min read


India's Zombie Banks: The $50 Billion Reform Bet
The 26% voting rights cap keeps India's state banks cheap. Parliament could change that.
May 163 min read


Liquid Asset: The Economics behind Water Waste
1.8 billion people use a contaminated source of drinking water - what is the impact on the global economy?
May 142 min read


Understanding Nudge Theory and Its Impact on Decision Making
Nudge theory offers a fresh way to influence choices without restricting freedom.
May 123 min read


Firms that are generating billions from the Iran war
The closure of the Strait of Hormuz and it's global costly effects on the transportation of oil.
May 123 min read


Looking through: when energy inflation should and shouldn't move the ECB
Markets are pricing a June ECB hike on sustained energy prices. That treats a supply shock as if it were second-round inflation.
May 34 min read


Germany Under Pressure – Real Economic Growth or a Fragile Upswing?
Rising unemployment and pressure from China complicates the reality of Germany's GDP growth.
May 22 min read


The Impact of Rising Oil Prices on Global Economies and Everyday Life
The recent surge in oil prices has caught the attention of governments, businesses, and consumers worldwide.
Apr 253 min read
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