Weekly Markets 13 04 20260:00/661.90657596371891× The Strait of Hormuz is blocked again after peace talks collapse, but markets are reacting with surprising calm — Brent crude is actually back below three figures. We unpack the distinction between headline and core inflation, what March's 3.3% inflation
Weekly markets 06 05 20260:00/552.86566893424041× A two-week ceasefire has been agreed in Iran, but few are expecting it to hold — and bond markets seem to agree, with a $119 billion Treasury auction expected to draw weak demand after months of volatility. We explore the UK'
Weekly markets 30 03 20260:00/480.80933333333331× Bond traders have pivoted this week — the fear is no longer inflation, it's a global slowdown. We look at why sovereign debt is rallying, what falling yields in the US, UK and Germany are signalling, and why Goldman Sachs has
Weekly markets 23 03 20260:00/508.20133333333331× Three weeks into the Iran conflict, inflation is creeping back into the conversation in a serious way. We break down how much oil prices could add to headline inflation, why central banks are haunted by their 2022 mistakes, and what Goldman Sachs&
Weekly markets 16 03 20260:00/497.8121× The world's major central banks face their hardest call in years: hold rates and risk inflation, or act and risk crushing already fragile growth. With the Strait of Hormuz still partially blocked and oil potentially heading toward $164 a barrel
Weekly markets 09 03 20260:00/707.6681× Is the US really as unequal as everyone fears? This week we challenge the widely-cited claim that the top 10% of earners now account for half of all US spending — and explain why the methodology behind it is more questionable than
Weekly Markets 02 03 20260:00/479.849333333333331× Markets are rattled this week after US and Israeli strikes on Iran, and the Federal Reserve finds itself caught between Trump's pressure to cut rates and sticky inflation that won't budge. We dig into incoming Fed chair Kevin
Weekly markets 23 02 20260:00/436.649333333333351× The US Supreme Court strikes down Trump's tariffs — but don't expect the president to take it lying down. We look at how the administration has pivoted to a new 10% across-the-board import levy and who wins
Weekly markets 18 02 20260:00/630.76133333333341× China's slow-burning exit from US Treasuries takes centre stage this week — the stockpile has nearly halved since its 2013 peak and is now at its lowest level since 2008. We cover what a large-scale sell-off could mean