Archive
Browse market commentary, macro analysis, and student-led reporting.
Opinion27 Jul 2026
Silicon Valley wants to escape the power grids, water shortages and zoning laws throttling its data centres by launching them into orbit. But Low Earth Orbit is no frictionless void, and moving servers to space may just trade one crisis for another.
Artificial IntelligenceData CentresHyperscalersSpace EconomyOrbital Debris
Manasvi Kommuri9 min read
Read ArticleMacro27 Jul 2026
Repeated heatwaves are no longer a seasonal inconvenience for Europe's economies. From lost labour productivity to rising food prices and multi-billion-euro damage bills, extreme heat is emerging as a structural drag on growth across the continent.
Climate RiskEuropean EconomyLabour ProductivityInflation
Sonal Weerasekera8 min read
Read ArticleMacro27 Jul 2026
Algorithmic feeds have quietly become a dominant force in setting asset prices and mobilising political movements, from GameStop to India's Cockroach Janata Party, while regulators still lack the tools to measure how virality converts into capital and power.
Attention EconomyFinancial MarketsMeme StocksAlgorithms
Ahana Bhattacharya8 min read
Read ArticleMarkets24 Jul 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.
Eli LillyPsychedelicsMental HealthBiotechMergers and Acquisitions
Abdul Wasey Bhatti6 min read
Read ArticleMacro23 Jul 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.
Artificial IntelligenceGlobal TradeCapital ExpenditureHyperscalersGrowth
Daya Kaur Kalher6 min read
Read ArticleA 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.
Live NationTicketmasterAntitrustMonopolyLive Events
Jay Patel8 min read
Read ArticleAndy 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.
BurnhamLabourWestminsterParliament
Josh Dolan14 min read
Read ArticleMacro20 Jul 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.
Artificial IntelligenceMachine LearningEconomic ForecastingHysteresis
Meghana Sivapuram5 min read
Read ArticleNew 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.
Federal ReserveInflationMonetary PolicyKevin WarshInterest Rates
Sonal Weerasekera7 min read
Read ArticleWith the old black box monopolies breaking apart, private capital has emerged to underwrite the next era of European warfare.
Manasvi Kommuri8 min read
Read ArticleMacro17 Jul 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
Read ArticleMarketsGlobal Healthcare16 Jul 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.
AstraZenecaPharmaceuticalsBiotechChinaCOPD
Abdul Wasey Bhatti4 min read
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