Interest RatesMarkets are still misreading the interest rate pathInvestors are still focused on hikes 鈥� but is policy already restrictive enough?15 April 2026Save
EconomicsThe energy squeeze will tip Britain into recessionThe UK faces its latest economic shock with less momentum and fewer buffers鈥�14 April 2026Save
EconomicsWhy investors fear the past and trust the futureHow memory can distort markets7 April 2026Save
EconomicsDo inflation numbers match reality?Summing up an entire economy with a single number is as hard as it sounds31 March 2026Save
EconomicsHow China can help soften the energy price crisisThe energy price storm will affect Asia even more than Europe, but China has other options25 March 2026Save
EconomicsHow will Reeves fare in a bond market reality check?Volatile markets are showing the cracks in the government鈥檚 fiscal strategy24 March 2026Save
OpinionEnergy prices leave Britain鈥檚 finances in a precarious positionEven modest support for rising energy bills could trigger a gilt market backlash聽19 March 2026Save
OpinionHow can you tell if a stock market sell-off is 鈥榯he big one鈥�?Economic narratives can be captivating 鈥� but that doesn鈥檛 always mean they鈥檙e right18 March 2026Save
EconomicsWhy bad vibes make economic shocks worseA backdrop of sour sentiment can turn small shocks into bigger economic problems11 March 2026Save
EconomicsEnergy shocks force investors to rethink rate cutsTraders were expecting spring rate cuts, but now rising inflation concerns are unsettling markets10 March 2026Save
