Our latest macroeconomic insights 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 Focus AI – your questions answered This Focus answers some of the key questions clients have been asking us recently about the economic implications of AI, from the sustainability of the investment boom to when and where productivity... 2nd July 2026 · 23 mins read Equities Focus What could burst the “bubble” in AI earnings expectations? AI-related equity markets may be approaching a point where earnings expectations and capital expenditure assumptions become difficult to sustain. A correction in these expectations could trigger a... 1st July 2026 · 13 mins read Commodities Update Gold prices still haven’t found a bottom Whereas the consensus view is that gold prices will rebound after falling to $4,000 per ounce, we are sticking to our long-held forecast for prices to fall further over the next 18 months. 25th June 2026 · 3 mins read Pagination Previous Page 1 Page 2 Current page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … 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 Focus AI – your questions answered This Focus answers some of the key questions clients have been asking us recently about the economic implications of AI, from the sustainability of the investment boom to when and where productivity... 2nd July 2026 · 23 mins read
Equities Focus What could burst the “bubble” in AI earnings expectations? AI-related equity markets may be approaching a point where earnings expectations and capital expenditure assumptions become difficult to sustain. A correction in these expectations could trigger a... 1st July 2026 · 13 mins read
Commodities Update Gold prices still haven’t found a bottom Whereas the consensus view is that gold prices will rebound after falling to $4,000 per ounce, we are sticking to our long-held forecast for prices to fall further over the next 18 months. 25th June 2026 · 3 mins read
