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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
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