Macro10 Jul 2026
The Iran war sent oil prices soaring and hit every major economy at once, yet the Fed, the Bank of England, and the European Central Bank all responded differently. The divergence turned not on the shock itself but on each bank's headroom, growth outlook, and framework for interpreting supply-driven inflation.
InflationFederal ReserveBank of EnglandEuropean Central Bank
Kaveesha Maddala4 min read
Read ArticleMarketsGlobal Healthcare10 Jul 2026
Vertex's $10 billion acquisition of Crinetics is about far more than adding another drug to its portfolio. It is a strategic bet on an endocrinology platform that could fuel the company's next phase of growth.
Vertex PharmaceuticalsCrinetics PharmaceuticalsBiotechnologyMergers & Acquisitions
Abdul Wasey Bhatti6 min read
Read ArticleMacroPolicy9 Jul 2026
The Bank of Japan has raised its policy rate five times since 2024, yet the yen just hit a forty year low. Here is what two years of tightening have actually changed, and what is likely to happen next.
Bank of JapanInterest RatesYenJapan
Rohan Talwar13 min read
Read ArticleMarketsPrivate Equity6 Jul 2026
A £5.7bn approach for DCC is as much a bet on the Irish conglomerate's years-long transformation into an energy distributor as it is a straightforward take-private deal, and it says as much about KKR's ambitions as it does about DCC itself.
KKRDCCEnergyMergers and Acquisitions
Sonal Weerasekera7 min read
Read ArticleMarketsPrivate Equity3 Jul 2026
From preferred equity deals for LP stakes to carried interest loans for executives, private equity is manufacturing liquidity at every level of the food chain. The exit market remains blocked. The workarounds are getting bigger.
Private EquitySecondariesCarried InterestLiquidityMergers and Acquisitions
Alexander Eklund7 min read
Read ArticleMarketsGlobal Healthcare3 Jul 2026
As NHS waiting lists for autism assessments pass 200,000, private capital is flowing into neurodiversity services – forcing the question of whether profit and patient care can ever be aligned.
Private EquityHealthcareAutismNeurodiversityNHS
Abdul Wasey Bhatti8 min read
Read ArticleMarketsOpinion29 Jun 2026
From rocketing IPOs to frothy market sentiment, at face value, today’s AI trade unmistakably mirrors the dot-com bubble – only this time the fallout could be far more destructive.
AIIPOsDot-Com BubbleBig Tech
Martim Domingos7 min read
Read ArticleMarketsPrivate Credit29 Jun 2026
Pimco, the $2.3tn bond giant built on public markets, is quietly becoming one of the most powerful actors in private credit with mega-deals for Meta and Oracle, lending to Gulf states in wartime, and exploiting the liquidity crunch hitting rival funds.
PimcoBondsSovereign DebtData Centres
Sonal Weerasekera10 min read
Read ArticleMarketsGlobal Healthcare26 Jun 2026
A single FDA reversal sent Regenxbio's shares soaring and reignited optimism across gene therapy - but one favourable decision cannot solve the commercial challenges that pushed the industry into crisis.
Gene TherapyBiotechnologyFDAHealthcare
Abdul Wasey Bhatti6 min read
Read ArticleMarketsMicro24 Jun 2026
The DOJ says criminal charges are now on the table for firms that use algorithms to coordinate prices. The question at the heart of the case is whether software can produce cartel-like outcomes without anyone picking up a phone.
Algorithmic PricingAntitrustCollusionRealPageCompetition
Jay Patel10 min read
Read ArticlePoliticsOpinion22 Jun 2026
For the first time in two years, Britain is about to change Prime Minister, and not a single voter will go to the polls to make it happen. Here's what's unfolding, and why it matters.
LabourKeir StarmerAndy BurnhamParliament
Josh Dolan9 min read
Read ArticleMacroMarkets22 Jun 2026
Peace on the warfront provides an opening to sift through the rubble and take account of the damage done so far.
Middle East WarEnergy
Martim Domingos9 min read
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