Latest from the desk
Geopolitics
Forty-four years after the Falklands War, Argentina has given the UK until mid-October to halt the Sea Lion oilfield. Why the dispute is back — and why the economics are strikingly asymmetric...
October 7, 2026
Markets
South Korea's KOSPI has fallen more than 38% from its June peak, erasing over $2 trillion in market value. How a terms-of-trade windfall concentrated in two companies, financed in part with household debt, became a shock for the wider economy and raised serious mental health issues...
September 29, 2026
Markets
How a single supply shock hardened into a structural feature of the European economy — and what it means for policy from here.
April 4, 2026
Policy
Economic prosperity is far from evenly distributed. Businesses, skilled workers, and investment tend to cluster in successful regions, reinforcing wealth gaps over...
July 9, 2026
Markets
Europe's export-driven economy is facing a growing challenge from US trade policy. New tariff risks threaten key industries, including automobiles, machinery, chemicals, and...
July 5, 2026
Geopolitics
Europe's central bank faces a difficult balancing act. Persistent inflation calls for higher rates, while weak economic growth increases...
July 1, 2026
Markets
Financial markets are unpredictable, but uncertainty can still be measured. Monte Carlo simulations model thousands of possible outcomes...
June 27, 2026
Policy
AI is rapidly transforming businesses, investing, and knowledge-based jobs. However, the huge excitement...
June 22, 2026
Geopolitics
How escalating conflict in the Gulf is reshaping European energy costs and inflation expectations.
August 15, 2026
Policy
A look at the structural forces behind housing affordability and generational wealth gaps.
August 8, 2026
Labour
Unemployment, migration, and the skills mismatch defining the post-pandemic labour market.
August 1, 2026
