CE Insights China's green tech exports: How the Iran conflict is reshaping global trade The war in Iran has reinforced a narrative that was already well established in our research: China is emerging as one of the principal beneficiaries of global energy disruption. The closure of the... 12th May 2026
CE Insights Weekly Roundup - Beyond Starmer: Higher yields, no easy fixes This Weekly Roundup highlights the potential challengers to Keir Starmer and their market implications, rising risks to Italian stability, a key election victory in India, Chinese green tech exports... 8th May 2026
CE Insights Weekly Roundup - A tricky trade-off, the UAE's OPEC exit, AI jobs panic, Iranian capitulation, China's hefty exports and debt and more This Weekly Roundup highlights the growing challenge facing central bankers, what the UAE's exit means for OPEC, how long Iran could hold out, why China's debt pile keeps on growing, why AI jobs panic... 1st May 2026
CE Insights Weekly Roundup - Warsh in the wings, private credit risks, outsized earnings expectations, Israel and AI and more This Weekly Roundup highlights our analysis of Kevin Warsh's reform plans, your FAQ about private credit, a look at how earnings expectations are driving US equities, insight into the challenges and... 24th April 2026
CE Insights Weekly Roundup - Hormuz whipsaws markets, China's imbalanced trade, the 60/40 portfolio and more This Weekly Roundup highlights the latest on the Middle East conflict, China's trade imbalance, the overstated economic impact of defence spending, alternative property sectors and more. 1. The... 17th April 2026
CE Insights Weekly Roundup - 13th April, 2026 This Weekly Roundup covers the uncertainties around the Middle East ceasefire, more on private credit stress, China’s green tech advantage, Hungary’s big electoral moment and more. 1. The end of US... 13th April 2026
CE Insights Weekly Roundup - 27th March, 2026 This Weekly Roundup highlights our latest key analysis, along with insights from our new Global Economic Outlook, which updates our forecasts under a baseline scenario of a short-lived Middle East... 27th March 2026
CE Insights Forecasting through the fog of war - Key takeaways A short conflict in Iran would push global inflation temporarily higher and trim GDP growth, but the fallout would be manageable. A more prolonged disruption to energy supplies would deliver a hit to... 25th March 2026
CE Insights Weekly Roundup - 20th March, 2026 This Weekly Roundup covers a busy week in central banking, our outlook for beleaguered bond markets, and upcoming briefings on our latest macro and market forecasts. Below are some highlights from our... 20th March 2026
CE Insights The Middle East conflict: Key insights - 13th March, 2026 We’re continuing to support client decision-making during the Middle East conflict with comprehensive but concise analysis and daily online briefings. All of our key analysis on this crisis can be... 13th March 2026
CE Insights The Middle East conflict: Key insights - 11th March, 2026 We’re continuing to support client decision-making during the Middle East conflict with comprehensive but concise analysis and daily online briefings. All of our key analysis on this crisis can be... 11th March 2026
CE Insights The Middle East conflict: Key insights - 10th March, 2026 In a survey of the global macro consequences of this war that was originally published by Chatham House, Group Chief Economist Neil Shearing showed why, provided the surge in energy prices proves... 10th March 2026
CE Insights The Middle East conflict: Key insights - 9th March, 2026 We’re continuing to support client decision-making during the Middle East conflict with comprehensive but concise analysis and daily online briefings. All of our key analysis on this crisis can be... 9th March 2026
UK Commercial Property Data Response RICS Construction Market Survey (Q3) The deterioration in workload expectations is consistent with the fact that, with Brexit uncertainty prolonged and commercial property values expected to fall, a strong increase in the construction... 7th November 2019 · 2 mins read
Commodities Weekly Middle East tensions back in the spotlight Having surged this week, the price of oil could rise further in the near term if tensions between Iran and the US continue to escalate. At the same time, the price of gold is benefitting from an... 21st June 2019 · 1 min read
Capital Daily Market reaction to US-Iran tensions likely to remain contained 21st June 2019 · 1 min read
