All Articles

Browse market commentary, macro analysis, and student-led reporting.

Politics14th September 2026

Fauci Frenzy

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

Macro Public Policy13th September 2026

South Africa's Growth Streak Ends, and the Fix Is Still Loading

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

The Map is worth more than the Mine

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

The War Economy's Breaking Point

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

Markets Macro10th September 2026

Stocks Up, Bonds Down: How the AI Boom Is Rewriting the Rates Story

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

Macro Opinion9th September 2026

An Uneasy Argument for Digitisation

Digitisation transforms economies but its success ultimately depends on governing institutions. From India's UPI and Estonia's e-government to Britain's digital ID debate and China's surveillance infrastructure, which institutions are strong enough to keep it in check?

Ahana Bhattacharya6 min read

Public Policy9th September 2026

Britain and Ireland: The History, the Present Fracture, and What Comes Next

Ireland's centuries of conquest, famine and partition never actually got resolved, they just got paused by the Good Friday Agreement, and Brexit has now reopened the constitutional question that Burnham says he won't touch but his own Northern Ireland Secretary admits is coming anyway.

Josh Dolan13 min read

Macro9th September 2026

Same Boom, Opposite Bets

Chile has taken majority control of its lithium and investors have stayed. Peru has kept a market-friendly framework and watched output stall. What capital is pricing is not ideology but whether a government can bind its successors

Raghu Kohli7 min read

Private Markets Global Healthcare6th September 2026

CAR-T Could Be Worth Billions. Unless It Kills The Market First

Three deaths have paused eight Novartis trials and frozen enrolment at Bristol Myers Squibb - turning autoimmune CAR-T from a clinical question into a valuation problem for everyone who has already bought in.

Abdul Wasey Bhatti7 min read

Markets Opinion5th September 2026

The Hollowing: How Private Equity Is Draining the London Market

Buyout firms have spent $182bn on UK-listed companies this year while the London Stock Exchange struggles to replace them. Behind the takeover wave sits a tax-driven surge in exits, much of it firms selling to themselves.

Alexander Eklund9 min read

Macro2nd September 2026

Britain wants its factories back. But does it want the jobs too?

Britain's industrial strategy promises to bring factories back, and the investment commitments are real. But a modern plant employs a fraction of the workers an old one did, and the political case for manufacturing still rests on job numbers the technology no longer produces.

Ahana Bhattacharya8 min read

Macro2nd September 2026

The Naira's Quiet Comeback

Nigeria's currency, reserves and growth are stronger than they have been in years, but poverty and inflation numbers show the recovery has not yet reached most households.

Raghu Kohli6 min read