
The Fed Is Done Cutting. The Question Now Is Whether It Hikes.
What Bank of America's three-hike forecast means for markets, borrowing costs, and the economy.

Incidence: who pays to hold Germany's health surcharge
Germany's health reform freezes a payroll charge by capping hospital payment growth below rising costs.

The AI Sovereign Wealth Fund: A Global Mirage?
Examining AI-induced inequality on global level reveals why distribution may not be the answer.
July 8, 2026
Why OpenAI is Scared to Go Public
OpenAI was supposed to go public this year. Now it's not. Here's what that actually means.

July 7, 2026
The Visa-Mastercard Settlement and the Hidden Cost of Paying by Card
If businesses pay swipe fees, why do consumers end up dealing with the cost?

June 29, 2026
Why Trump’s Fed Gamble Has Backfired
Trump appointed Kevin Warsh expecting rate cuts, but Inflation had other ideas.

June 27, 2026
Thresholds: where Europe's capital union stops short
The Commission's December package proposes central supervision of Europe's capital markets. Its scope stops at the dozen biggest, leaving the rest national by design

June 26, 2026
The £11bn drain: How late payments are strangling Britain’s smallest businesses
Nearly half of SME invoices in the UK are paid late. The cost is not just financial, but structural - and it is getting worse.

June 24, 2026
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?

June 22, 2026
Starmer’s Resignation: A Merciful Release from a Doomed Premiership.
A monetarist verdict on Starmer's brief, failed premiership and its costly fiscal legacy.

June 20, 2026
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.

June 19, 2026
The Pivot to Opacity
Kevin Warsh faces monumental choices; but his most significant decisions have already begun.

May 19, 2026
Downing Street and Bond Markets
How Starmer's political crisis and rising gilt yields are shaking trader confidence and threatening UK borrowing costs.

May 17, 2026
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 11, 2026
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 3, 2026
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 2, 2026
Germany Under Pressure – Real Economic Growth or a Fragile Upswing?
Rising unemployment and pressure from China complicates the reality of Germany's GDP growth.

April 25, 2026
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.
