by Ben Laidler
Macro Insights: The ‘Prime Day’ consumer test
SHOPPING: Consumers have been a key bulwark to rising recession risks, with both labour markets and...
by Maya Paz
The streaming industry is reinventing itself: How you can invest
In April, the news of Netflix losing 200,000 of its subscribers the previous quarter made waves...
by Sam North
The second half kicks off - Is the comeback on?
What Happened This Week (27th June - 1st July) It’s official! The first half of the year is...
by Ben Laidler
Macro Insights: ‘Sweet tooth’ commodities sat out the rally
RELIEF: Our soft commodity ‘Breakfast Index’ is 12% off April highs, giving some relief to food...
by Ben Laidler
Macro Insights: A long, hot summer for markets
TERRIBLE Q2: The second quarter and first half ends today. It was terrible for investors, with few...
by Ben Laidler
Macro Insights: Europe’s fragmentation risk
FRAGMENTATION: The ECB is ready to hike interest rates but faces much greater risks than the Fed....
by Ben Laidler
Macro Insights: Rising labour unrest as wages lag
WAGES: UK faces a ‘summer of discontent’ as labour strikes build after nationwide rail strikes....
by Sam North
UK markets stabilise despite 40-year high inflation report
What Happened This Week (20th - 24th June) A week like this one is exactly what we all needed. A...