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What could the UK’s economy look like if the US-Iran conflict continues?
The UK is currently experiencing disinflation, yet how long will this last before the conflict in the Middle East catches up?
Jun 243 min read


Starmer’s Resignation: A Merciful Release from a Doomed Premiership.
A monetarist verdict on Starmer's brief, failed premiership and its costly fiscal legacy.
Jun 223 min read


The Chip Boom Is Real. The Easy Money Might Be Over.
Why the semiconductor rally tells us more about AI's next phase than its last one.
Jun 214 min read


The Pivot to Opacity
Kevin Warsh faces monumental choices; but his most significant decisions have already begun.
Jun 194 min read


The Economics of Food Stamps: Why Cutting SNAP is a Costly Mistake
Recent cuts to SNAP threaten more than food security for low-income Americans. What are the long-term consequences for individuals and the economy?
Jun 184 min read


Additionality: the €500bn question Germany cannot answer
Berlin's first monitoring report calls the SVIK a strong start. Whether any of it is additional turns on a baseline the law never set
Jun 144 min read


The Agri Stats Settlement and the Growing Problem of Information Sharing
When does sharing information between competitors start to replace competition itself?
Jun 113 min read


AI is here to stay. Exceptional returns may not be.
How 'Structural Anchors’ and 'Cyclical Players' are changing return dynamics in the AI market.
Jun 24 min read


Why Consumer Protection Law Fails the Behavioural Test
Consumer protection law assumes rational shoppers. Behavioural economics proves they don't exist.
May 314 min read


Base effects: Europe's surplus collapse is a tariff hangover
The headline surplus drop is almost entirely a US tariff unwind. The deficit with China is the part that compounds
May 314 min read


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
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