Archive
Browse market commentary, macro analysis, and student-led reporting.
Student SpotlightMarketsPolicy22nd September 2026
With 16% of global investable assets expected to be tokenised by 2035, the question of which settlement asset digital finance should use is becoming urgent. From "atomic settlement" to challenging the status of SWIFT, Central Bank Digital Currencies look like the most ideal currency for the future, but how should central banks in developed countries change their policies to adopt it?
Cyrus Cheng8 min read
MacroPolicy20th September 2026
Rising government borrowing and an AI-driven corporate debt boom are testing how global capital is allocated across an increasingly crowded bond market.
Meghana Sivapuram7 min read
PoliticsPrivate Credit20th September 2026
Basel IV and Chinese price-dumping left frontier mineral and energy corridors unbankable for private capital. This is how sovereign balance sheets turned geopolitical chokepoints into private yield.
Manasvi Kommuri9 min read
Macro20th September 2026
Many developing economies are rich in commodities but capture little of the value created from them. Moving beyond extraction and into processing, manufacturing and branding could be key to escaping commodity dependence.
Ahana Bhattacharya4 min read
MarketsGlobal Healthcare16th September 2026
Britain's healthcare crisis is proving lucrative. As the NHS waiting list persists, investors are paying £1bn to bet on the future of private hospitals.
Abdul Wasey Bhatti4 min read
Macro16th September 2026
Unprecedented AI infrastructure demand has created a memory-chip squeeze. The same semiconductor materials powering your Claude Pro subscription are also needed to build the device you use to access it. The AI giants are hesitant to take their foot off the CapEx gas pedal but what implications has this had for the cost of your new iPhone?
Shea Sykes5 min read
Macro15th September 2026
Partition swapped Punjab's economic capital almost overnight - and almost eighty years later that divide is still shaping the region's economy.
Daya Kaur Kalher6 min read
Politics14th September 2026
With a presidential pardon in place and the Fifth Amendment invoked, Senate Republicans are scrambling to prosecute Former Chief Medical Advisor Anthony Fauci
Geraldine Hernandez11 min read
MacroPublic Policy13th September 2026
South Africa's six-quarter growth streak just got broken by a trade drag. Weeks after the quarter closed, the port meant to fix that blockage fell over
Raghu Kohli6 min read
Macro13th September 2026
Congo is paying to map its own subsoil and intends to charge for the results. The bet is that better information, rather than more investment, is what turns mineral wealth into bargaining power.
Ahana Bhattacharya4 min read
Macro11th September 2026
Higher taxes, heavier borrowing and a labour market with no slack left are keeping Russia's war economy going. What the Kremlin sacrifices to keep it going is the real question.
Sitian Huo8 min read
MarketsMacro10th September 2026
The AI equity surge is spilling into the bond market, keeping US Treasury yields higher than what many think can be sustained. The AI Hyperscalers are expected to spend $700 billion this year. With no sign of slowing capital expenditures, how much more can the bond market take?
Shea Sykes4 min read