Articles

Articles — 10 August 2026 SUBSCRIBERS ONLY

Not AI yet: America's labour market muddle is about bonds, Iran and a nervous Treasury

Articles — 07 August 2026 SUBSCRIBERS ONLY

China's July trade data show a country winning the world by exporting domestic excess capacity, but unable to fix its own living room

Articles — 06 August 2026 SUBSCRIBERS ONLY

Behind Germany's headline order jump sits a capital-hungry AI and defence buildout

Articles — 04 August 2026 SUBSCRIBERS ONLY

America's factories are booming, but only where AI touches them: The Fed's excuse not to raise rates in September is running out

Articles — 03 August 2026 SUBSCRIBERS ONLY

The price of the rescue: Why the yen intervention was never a favour: The bill lands in the US and European bond markets

Articles — 31 July 2026 SUBSCRIBERS ONLY

Why 1.5% growth masks a hotter, stickier US economy: Phase One and Two still prevail

Articles — 30 July 2026 SUBSCRIBERS ONLY

Two Speeds Eurozone: Spain's Bet, Germany's Bill. Europe's Demographic Cushion Is Borrowed Time

Articles — 28 July 2026 SUBSCRIBERS ONLY

Japan has every reason to hike. Takaichi's fiscal ambitions are colliding with the BoJ's credibility

Articles — 27 July 2026 SUBSCRIBERS ONLY

Ambiguous German IFO Survey Reflects Secular Headwinds and Difficulties in Harnessing Tailwinds

Articles — 21 July 2026 SUBSCRIBERS ONLY

The AI tax windfall Washington shouldn't bank on: What Yale's AI tax model leaves out

Yale’s Budget Lab has put a number on America’s AI tax windfall: up to $216bn by 2030. It is careful, transparent work. But the model was built to answer one question (how much tax does AI growth bring in?) and never asks the one investors need answered: what happens if that growth cannot sustain itself?

Articles — 20 July 2026 SUBSCRIBERS ONLY

Andy Burnham inherits two straitjackets and a plan for only one. Who is next in line to become Prime Minister?

Articles — 17 July 2026 SUBSCRIBERS ONLY

Strong data, weak strategy: Is the US sleepwalking into China's commoditisation playbook?

Articles — 14 July 2026 SUBSCRIBERS ONLY

What China's Trade Data Really Signals. Chinese 'AI commodisation' gains momentum

Articles — 10 July 2026 SUBSCRIBERS ONLY

France's far-right moment meets its fiscal ceiling: Marine Le Pen's options are limited without 'EU protection'

Articles — 09 July 2026 SUBSCRIBERS ONLY

Why AI's second phase won't be gentle. Inside AI's messy second phase [updated]

Articles — 07 July 2026 SUBSCRIBERS ONLY

US growth is still AI-fuelled. The three-phase AI economy, and why markets only want to focus on one of them

Articles — 06 July 2026 SUBSCRIBERS ONLY

Reform, without a face to sell it. Germany moves at coalition speed. AfD moves at Erfurt speed

Articles — 02 July 2026 SUBSCRIBERS ONLY

Is Artificial Intelligence Walking Into the Swamp? The Midterm Wildcard Nobody Is Pricing In

Articles — 30 June 2026 SUBSCRIBERS ONLY

Germany's slow-motion crisis continues: Berlin's paralysis is AfD's opportunity

Articles — 29 June 2026 SUBSCRIBERS ONLY

EU Survey: Easing inflation expectations conceal a structural surge in capital demand that a Ukraine-Russia peace would only amplify

Articles — 26 June 2026 SUBSCRIBERS ONLY

The Reform Dividend continues: Sweden's Structural Edge in a Turbulent World

Articles — 25 June 2026 SUBSCRIBERS ONLY

The Price of Intelligence: AI's Inflationary Consequences Are No Longer Theoretical

Articles — 23 June 2026 SUBSCRIBERS ONLY

The AI Economy's Reckoning: Costs, China and the Ballot Box. Too Much Capital, Too Little Runway

Articles — 22 June 2026 SUBSCRIBERS ONLY

German Reforms, British Succession: Why Europe's Bond Market Must Now Watch Both Flanks

Articles — 19 June 2026 SUBSCRIBERS ONLY

The Strong Man Without a Moustache - and the One With. Trust Has Left the Building - Only the Untested Remain Popular

Articles — 18 June 2026 SUBSCRIBERS ONLY

Video: From Investment Boom to Deflation Risk. The Three Stages of the AI Economy

Articles — 18 June 2026 SUBSCRIBERS ONLY

No Exit: The Federal Reserve in the Age of AI Inflation

Articles — 16 June 2026 SUBSCRIBERS ONLY

'Good Enough'. How China's AI Strategy Could Rewrite the Global Price Story - in the Short and Long Run

Articles — 15 June 2026 SUBSCRIBERS ONLY

The Art of the Deal, Or the Price of Peace? The Hidden Arithmetic Behind the Iran Deal

Articles — 12 June 2026 SUBSCRIBERS ONLY

The Bill Is Arriving: Investment Booms, Real Yields and an AI Price War Ahead of Schedule

Articles — 09 June 2026 SUBSCRIBERS ONLY

The long read: Three Phases of Artificial Intelligence. Why the Road to Deflation Runs Through Inflation First. The Risk from Phase Two

Articles — 09 June 2026 SUBSCRIBERS ONLY

China's Trade Machine: Built for a World That Keeps Getting More Hostile. Is the Services Balance the Next Frontier?

Articles — 08 June 2026 SUBSCRIBERS ONLY

The US Jobs Report Was a Sideshow: Here Is the Real Inflation Story. Investment Booms, Defence Spending, Demographics and AI Friction

Articles — 08 June 2026 SUBSCRIBERS ONLY

From Debt Brake to Reform Gap: Germany's Paradox of 2026

Articles — 04 June 2026 SUBSCRIBERS ONLY

The Fed's impossible position: War inflation, an AI boom and a kamikaze president

Articles — 03 June 2026 SUBSCRIBERS ONLY

Cheap yen, expensive complacency: What euro-yen is really telling investors

Articles — 02 June 2026 SUBSCRIBERS ONLY

Europe's four-front battle for digital sovereignty: Europe must build, not just forbid, its digital future

Articles — 01 June 2026 SUBSCRIBERS ONLY

Interactive presentation: AI breaks the ceteris paribus assumption

Articles — 01 June 2026 SUBSCRIBERS ONLY

The right industrial kit: How Sweden turned Europe's headwinds into tailwinds

Articles — 29 May 2026 SUBSCRIBERS ONLY

Who pays for America's AI boom? Concentrated gains, distributed pain

Articles — 28 May 2026 SUBSCRIBERS ONLY

Has the Train Left the Station Without Europe? Demographics Are No Excuse (Include interactive video)

Articles — 22 May 2026 SUBSCRIBERS ONLY

Weak IFO Survey Shows Berlin Losing Its Grip as AfD Surges Ahead

Articles — 22 May 2026 SUBSCRIBERS ONLY

There will be no update on Monday, 25 May, a public holiday in Denmark

Articles — 21 May 2026 SUBSCRIBERS ONLY

The price of capital is rising, but Europe is still far behind

Articles — 19 May 2026 SUBSCRIBERS ONLY

Ahead of the curve: what Japan got right - and what it means for Western bond markets

Articles — 18 May 2026 SUBSCRIBERS ONLY

Self-inflicted: How Trump's Iran gamble is undermining his own economic programme. Higher bond yields

Articles — 18 May 2026 SUBSCRIBERS ONLY

The surplus economy: China's export machine and Europe's moment of choice

Articles — 12 May 2026 SUBSCRIBERS ONLY

South Korea's AI dividend dilemma, combined with the Iran Crisis, could lead to several rate hikes

Articles — 12 May 2026 SUBSCRIBERS ONLY

There will be no update on Thursday, 14 May, a public holiday in Denmark, and on Friday, 15 May

Articles — 11 May 2026 SUBSCRIBERS ONLY

China holds its ground: Trade, rare earths, and Taiwan at the Beijing summit

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