Archive
Page 5 of 10. Search and filter the full archive.
Markets24th July 2026
After decades of underinvestment, scientific setbacks and fading industry interest, psychiatry is showing signs of life again. Eli Lilly's acquisition of AtaiBeckley, worth up to $3.8 billion, signals renewed hope that the future of depression treatment may look very different from the past.
Abdul Wasey Bhatti6 min read
Macro23rd July 2026
AI capital expenditure has emerged as the last major engine of global demand, propping up growth even as trade wars fragment the world economy. Whether that engine can keep pace with its scale and financing is the open question.
Daya Kaur Kalher6 min read
A jury found Live Nation and Ticketmaster liable for illegal monopolisation in April 2026. The case is a study in how vertical integration converts dominance in one business into control over an entire industry.
Jay Patel8 min read
Andy Burnham spent a decade fighting Westminster from the outside. Now he runs it, and his Greater Manchester record, not his rhetoric, is the best guide to what a Burnham government will actually do.
Josh Dolan14 min read
Macro20th July 2026
Machine learning can spot economic shifts weeks before official statistics catch up, but its black-box reasoning means the most reliable forecasts still come from economists working alongside AI, not being replaced by it.
Meghana Sivapuram5 min read
New Fed chair Kevin Warsh was expected to bring a dovish, rate-cutting sensibility to the central bank. Instead, his first meeting delivered the most hawkish surprise markets have seen in years, with traders now pricing in the Fed's first hike since 2023.
Sonal Weerasekera7 min read
With the old black box monopolies breaking apart, private capital has emerged to underwrite the next era of European warfare.
Manasvi Kommuri8 min read
Macro17th July 2026
Argentina's disinflation looks like a policy triumph on paper, but the currency framework enabling it may be quietly rebuilding the fragility it was designed to end.
Daya Kaur Kalher5 min read
MarketsGlobal Healthcare16th July 2026
A $200 million upfront payment, with milestones potentially taking the deal's total value to $1.9 billion, gives AstraZeneca exclusive rights to develop and commercialise an experimental COPD treatment outside China. More importantly, it highlights a broader shift in how Big Pharma is sourcing innovation.
Abdul Wasey Bhatti4 min read
Private Equity16th July 2026
EQT needed four bids to take Intertek private, and the sequence reveals less about price than about who now sets the value of a FTSE 100 company, and why London keeps losing profitable firms to private buyers.
Abir Ghosh Biswas6 min read
Macro15th July 2026
China's factories are shipping more than they have in years, driven by an AI-fuelled tech boom. Yet second-quarter growth still slowed to 4.3%, its weakest in decades outside the pandemic, a reminder that strong exports don't always mean a strong economy.
Raghu Kohli6 min read
Global PE fundraising is rising but the number of funds closing is collapsing. The industry is not recovering. It is concentrating, and the zombie firm data suggests the structural shift is already irreversible for much of the market.
Alexander Eklund7 min read