Browse market commentary, macro analysis, and student-led reporting.
PoliticsPolicy22nd October 2026
On 28 October, John Healey delivers his first Budget as Chancellor. He has made three promises that pull in different directions, and the numbers have moved against him since he made them.
Josh Dolan8 min read
MacroStudent Spotlight21st October 2026
Germany has a reputation as a global powerhouse but in recent times its economy has struggled. Long term factors, geopolitical shocks and government responses shaping the German economy, all beg the question: can Germany climb its way back?
Gavin Yushua Head10 min read
PolicyStudent Spotlight20th October 2026
The government's new first-time buyer scheme promises to make homeownership more accessible and boost housebuilding. But how much of the benefit will reach buyers, and how much could end up with developers?
Thomas Clarke7 min read
PolicyCurrent Affairs19th October 2026
Britain’s turn to drones and a ‘hybrid’ navy is sound strategy but funded at the margins and arriving in years with no money allocated, it is modernisation bought on an austerity budget.
Evan Coles10 min read
Macro19th October 2026
Robert Hall and Michael Woodford won the 2026 Nobel Prize in Economics for rebuilding macroeconomic models around how households and firms form expectations. This piece provides an insight into their work and what it means for central banks today.
Meghana Sivapuram7 min read
Student SpotlightMacro13th October 2026
As global passive ETF assets under management approach $24 trillion, billions in savings are rushing into index-tracking fund for a sense of diversification, and the market structure is being changed dramatically. From the loss of active price discovery in market to creating the passive feedback loops for investor, the loss of active arbitrageurs in market is creating an enormous concentration risk for investors.
Cyrus Cheng9 min read
Public Policy12th October 2026
Washington’s new sanctions have left no middle ground between Washington and its adversaries. The UAE has given way, Turkey is hedging, and India is bending, but the evidence indicates that the middle ground is not disappearing but moving.
Evan Coles11 min read
MicroPolicyStudent Spotlight12th October 2026
Fears over AI’s potential existential threat have entered the economic mainstream. As the US competes with China to lead the technology’s development, the prospect of slowing its advance looks increasingly remote.
Ranulf Kirby9 min read
Macro12th October 2026
Japan's currency has continued to fall despite rising interest rates, exposing the limits of monetary policy when global markets move against domestic priorities.
Ahana Bhattacharya5 min read
MarketsStudent Spotlight12th October 2026
In 2013 there were 39 unicorns. Today there are over 1,300. But how many of them justify their immense valuations?
Martin Moscoso Lapiana13 min read
France’s bond revolt is starting to look less like a market wobble and more like a eurozone-style warning, as political paralysis, rising borrowing costs and a government with little incentive to shrink the debt pile threaten to drain investor confidence and leave the French economy paying the bill.
Shea Sykes6 min read
Markets5th October 2026
As governments and technology companies compete for increasingly expensive capital, rising bond yields are reshaping the cost of borrowing. Does the growing demand for debt means for governments, financial markets and the future of the AI boom.
Ahana Bhattacharya6 min read