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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.

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.

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 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.

Current Events
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