25 September 2026
Last week’s “Unpleasant Arithmetic” examined a difficult relationship. Higher interest rates help control inflation but increase government borrowing costs. Unless fiscal policy adjusts, a larger…
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24 September 2026
The OECD’s latest Interim Economic Outlook presents a global economy that has proved more resilient than expected, but where growth is increasingly supported by a…
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23 September 2026
Space infrastructure is becoming an increasingly important, but largely overlooked, component of the global economy. As satellite constellations expand and orbital space becomes more congested,…
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22 September 2026
Australia has provided a timely reminder of the demographic challenge facing much of the developed world. Its 2026 Intergenerational Report projects that, for the first…
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World Market Summary
As the hottest summer on record comes to a close, the rain clouds have reemerged after a period when it felt like the sun spent more…
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21 September 2026
This week’s focus will be on preliminary PMIs on Wednesday, the Trump–Xi meeting on Thursday, and a busy schedule of central bank speakers.
Today…
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18 September 2026
The Federal Reserve has started raising interest rates again. Inflation remains too high and domestic spending resilient. But there is something unusual about this tightening…
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17 September 2026
According to a recent Bloomberg report, earnings estimates for the emerging market universe are rising at the fastest pace on record, or at least as…
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16 September 2026
The UAE’s strong sovereign balance sheet continues to underpin the resilience of its credit markets. Earlier this month, S&P Global Ratings affirmed the UAE’s AA…
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15 September 2026
The 18th BRICS Summit in New Delhi reinforced a gradual shift towards a more fragmented global economic and financial architecture. Rather than announcing a common…
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