MarketsMacro18th August 2026
We have never produced so much clean energy, and renewables have never been so cheap or so popular, yet we are no closer to net-zero. This irony boils down to two words, supply and demand – and most of the narrative around renewable energy is centred on the wrong one.
Martim Domingos9 min read
Markets17th August 2026
The US supplies most of the world's blood plasma. Yet its policies raise hard questions about exploitation, dignity, and what happens when payment for plasma is banned.
Sitian Huo8 min read
Macro17th August 2026
Payroll shocks and tame inflation managed to undo a month of Fed hawkishness. The economy just got worse, but Wall Street just got happier.
Raghu Kohli8 min read
Markets14th August 2026
Private Credit is one of the most rapidly expanding industries within private markets, with the Bank of England estimating a four-fold rise from 2015 to 2024. With the pressure of increased competition and potential reductions in interest rates, there is increased uncertainty around the future of the booming industry.
Anushka Mukherjee8 min read
Macro14th August 2026
Why the bond market may have become America’s biggest macroeconomic problem
Ahana Bhattacharya9 min read
MarketsOpinion11th August 2026
Offshore law firms have already sold stakes to private equity. US Big Law is watching, waiting for someone else to go first. The legal industry's long immunity to outside capital is ending, but the terms remain deeply uncertain.
Alexander Eklund11 min read
MarketsMacro10th August 2026
Paper-market distortion; central bank hoarding; mercurial retail frenzies; and shifting macroeconomic tides. The modern gold market is driven by a tangle of contradictory forces meaning that making sense of this historic safe haven requires looking past the spot price to unravel the forces actually moving the metal.
Martim Domingos7 min read
Markets10th August 2026
Semiconductor stocks have recently fallen despite resilient commercial demand, raising questions about whether the selloff is a temporary correction or an early warning of a broader economic slowdown.
Meghana Sivapuram7 min read
Macro8th August 2026
Drought on the Danube has forced nuclear plants in Hungary and Romania to cut output. Chernobyl and Fukushima show why the economic damage from a disaster travels far beyond the site, through budgets, supply chains and expectations, and why it lasts.
Ahana Bhattacharya13 min read
Markets6th August 2026
Sony brings the money, Marvel brings the vibes and Peter Parker gets caught in the middle of Hollywood's most profitable frenemy saga.
Manasvi Kommuri9 min read
Student SpotlightPrivate Equity5th August 2026
Private equity is quietly rewriting football-club ownership. Chelsea and AC Milan offer two versions of the same wager, and raise the question of whether financial discipline and success on the pitch can ever sit comfortably together.
Raheel Bhuiya7 min read
PolicyOpinion5th August 2026
New Prime Minister Andy Burnham has big plans to decentralise his government from London, but how will he do this, and what difference could it make?
Ida Middlemiss Frost12 min read