Archive
Browse market commentary, macro analysis, and student-led reporting.
Macro8 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.
EnergyNuclear PowerClimateDisaster Economics
Ahana Bhattacharya13 min read
Read ArticleMarkets6 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
Read ArticleStudent SpotlightPrivate Equity5 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.
FootballChelseaAC MilanSports Finance
Raheel Bhuiya7 min read
Read ArticleNew 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?
Andy BurnhamDevolutionRegional InequalityCost of LivingLocal GovernmentPublic TransportBusiness RatesEducation PolicyYouth UnemploymentLabour Party
Ida Middlemiss Frost12 min read
Read ArticleDemocracy only works if the people inside it understand how it works, yet a postcode lottery in political education means most young people never get taught how it works at all.
Josh Dolan9 min read
Read ArticleBig tech is on track to spend up to $690 billion on AI infrastructure this year alone. History suggests the technology can still win even as many of today's financiers lose everything.
Artificial IntelligenceBig TechCapital ExpenditureMarket Bubbles
Matthew Mahrous8 min read
Read ArticleMarkets3 August 2026
The won went from one of Asia's worst-performing currencies to one of the world's best in a matter of weeks, as chipmakers' overseas earnings came home, foreign equity selling eased, and the Bank of Korea ended a three-year rate freeze.
South KoreaCurrenciesBank of KoreaSemiconductorsMonetary Policy
Sonal Weerasekera8 min read
Read ArticleMacro3 August 2026
For decades China was constrained by what it could produce. It is now constrained by what its households will buy, and the surplus it exports instead is reshaping trade policy across the world.
ChinaGlobal TradeIndustrial PolicyConsumptionProtectionism
Ahana Bhattacharya7 min read
Read ArticleMarkets2 August 2026
Sainsbury's got most of its money back from Argos, and the integration did roughly what management said it would. The problem is what the capital earned in the meantime: Argos now makes a 0.2% margin.
Sainsbury'sArgosRetailPrivate Equity
Gaurav Bohra10 min read
Read ArticleMarketsGlobal Healthcare2 August 2026
Big Pharma is acquiring earlier and accepting greater scientific risk for unproven drugs. The driver is not confidence in the science but the fear of a rival securing the next blockbuster first, as a $300bn patent cliff bears down on the industry.
PharmaceuticalsMergers and AcquisitionsBiotechnologyPatent Cliff
Abdul Wasey Bhatti8 min read
Read ArticlePolicy2 August 2026
AI data centres promise growth, but infrastructure constraints are creating political and economic resistance.
Artificial IntelligenceData CentresInfrastructureEnergy
Meghana Sivapuram7 min read
Read ArticleMarkets2 August 2026
The retail push looked like growth. It was really the industry building a capital base that does not depend on selling anything.
Private EquityEQTEvergreen FundsPrivate WealthLiquidityPrivate Credit
Abir Ghosh Biswas7 min read
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