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 The implications of a renewed closure of the Strait The global economy has so far weathered the energy shock created by the war in Iran, but a sharp drawdown in oil inventories has left stocks close to critically low levels. The oil market therefore... 16th July 2026 · 5 mins read Global Economics Update How to think about AI & inflation We think that the boost to demand from the AI investment boom is outweighing the disinflationary effects of any AI-driven productivity gains. Any suggestions that AI paves the way for near-term... 14th July 2026 · 5 mins read Bonds Update Gilt yields to fall despite political headwinds Despite incoming PM Burnham facing the tricky task of maintaining investor confidence against a fragile fiscal backdrop and the potential for a prolonged US-Iran conflict, we expect Gilt yields to... 14th July 2026 · 4 mins read Commodities Update Five key questions on the “Battle of Hormuz” The announcement of a new US naval blockade on Iranian oil – and the suggestion that the US will charge a toll on shipping through the Strait – has upended the MoU and poses risks to our view that... 14th July 2026 · 4 mins read Pagination Previous … Page 2 Page 3 Page 4 Page 5 Current page 6 Page 7 Page 8 Page 9 Page 10 … Next
Global Economics Update The implications of a renewed closure of the Strait The global economy has so far weathered the energy shock created by the war in Iran, but a sharp drawdown in oil inventories has left stocks close to critically low levels. The oil market therefore... 16th July 2026 · 5 mins read
Global Economics Update How to think about AI & inflation We think that the boost to demand from the AI investment boom is outweighing the disinflationary effects of any AI-driven productivity gains. Any suggestions that AI paves the way for near-term... 14th July 2026 · 5 mins read
Bonds Update Gilt yields to fall despite political headwinds Despite incoming PM Burnham facing the tricky task of maintaining investor confidence against a fragile fiscal backdrop and the potential for a prolonged US-Iran conflict, we expect Gilt yields to... 14th July 2026 · 4 mins read
Commodities Update Five key questions on the “Battle of Hormuz” The announcement of a new US naval blockade on Iranian oil – and the suggestion that the US will charge a toll on shipping through the Strait – has upended the MoU and poses risks to our view that... 14th July 2026 · 4 mins read
