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Economic Insights

Sep 17, 2026

How the AI supercycle is reshaping global interest rates

The AI supercycle will pull long-term yields down in both the US and Europe, but for very different reasons and by very different paths.
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Sep 16, 2026

Chokepoints and pressure points : what is breaking and reshaping global energy markets

The ongoing oil-price shock shouldn’t prove structural, with flows likely to normalize in 2027
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Sep 10, 2026

The (A)Iceberg Beneath: Recognized Calm, Rising Spreads Below the Waterline

Equity captures the upside of the AI build-out, while credit absorbs the loss if it fails.
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Sep 07, 2026

Sector Atlas 2026 The three-speed economy: How corporates navigate AI, geopolitics and fragmentation

A challenging but still holding macroeconomic backdrop
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Sep 02, 2026

Central Bank Credibility as a risk: Why the ECB leads, the BoJ lags and the Fed and BoE are scrutinized

Central bank credibility is becoming a risk rather than a background condition
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Sep 01, 2026

Ten top-of-mind questions on the bond market rout

The bond market dominates the financial news flow since summer.
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Jul 30, 2026

Financial Literacy Pays: Smarter Investing Goes Beyond AI

Financial literacy is an important foundation for building, protecting and growing wealth over a lifetime, but it remains the exception.
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Jul 29, 2026

Cracking finance: Why the quantum threat could arrive before the reward

Most technologies create value before they create problems, but quantum computing may break that pattern.
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Jul 28, 2026

Diversification: Why bonds no longer hedge equities

The 60/40 portfolio has quietly stopped working.
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