Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Global Economics Update Deciphering central banks’ muddled messages We recently hosted an online Drop-In to review the latest Fed, Bank of England and ECB decisions and what their communications imply. (Recording here.) This Update provides answers to the questions... 31st July 2026 · 7 mins read Equities Update UK stocks may fare better than most if AI bubble pops If the AI-fuelled equity bubble is in the process of bursting, we think the UK stock market will hold up better than most of its peers, unlike after the dotcom crash. 30th July 2026 · 4 mins read Bonds Update What the AI debt boom means for borrowing costs The boom in AI-related corporate bond issuance looks set to continue as firms ramp up their spending on the AI buildout. We think this deluge of supply will increasingly test investors’ capacity to... 23rd July 2026 · 4 mins read Commodities Update China can’t bail out the global oil market forever The sharp reduction in China’s crude imports has been a key factor keeping a lid on global oil prices, and we suspect that it can sustain historically low imports for many more months. However, this... 23rd July 2026 · 4 mins read Pagination Previous Page 1 Page 2 Page 3 Current page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
Global Economics Update Deciphering central banks’ muddled messages We recently hosted an online Drop-In to review the latest Fed, Bank of England and ECB decisions and what their communications imply. (Recording here.) This Update provides answers to the questions... 31st July 2026 · 7 mins read
Equities Update UK stocks may fare better than most if AI bubble pops If the AI-fuelled equity bubble is in the process of bursting, we think the UK stock market will hold up better than most of its peers, unlike after the dotcom crash. 30th July 2026 · 4 mins read
Bonds Update What the AI debt boom means for borrowing costs The boom in AI-related corporate bond issuance looks set to continue as firms ramp up their spending on the AI buildout. We think this deluge of supply will increasingly test investors’ capacity to... 23rd July 2026 · 4 mins read
Commodities Update China can’t bail out the global oil market forever The sharp reduction in China’s crude imports has been a key factor keeping a lid on global oil prices, and we suspect that it can sustain historically low imports for many more months. However, this... 23rd July 2026 · 4 mins read
