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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.
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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.
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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.

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