Our weekly
Market Pulses

Most recent
July 24, 2026

Surprise chancellor pick raises spending questions, OpenAI’s models autonomously breach Hugging Face, and questions mount over how Kimi K3 was built

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July 18, 2026

Apple sues OpenAI for trade secret theft, Mahmood expected to be appointed Chancellor, and Hong Kong set to adopt five-year planning

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July 3, 2026

The ECB signals the end of its hiking cycle, drones reshape the Royal Navy, and Google’s antitrust fines keep growing.

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June 26, 2026

What Andy Burnham could mean for UK fiscal policy, Meta wades into prediction markets, and record bond issuance signals AI confidence

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June 11, 2026

Sovereign debt issuance hits record highs, steel tariffs undermine UK housing supply, and Apple bets on Google to power its AI.

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June 4, 2026

Gold replaces US Treasuries as the world’s top reserve asset, Trump rebuilds his tariff wall on forced-labour grounds, and AI and policy squeeze Britain’s young workers.

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May 28, 2026

AI bottlenecks mint trillion-dollar memorymakers, UK births hit the lowest level since 1977, and the ECB warns of structural shifts in the global financial system.

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May 27, 2026

Leadership crisis threatens UK fiscal outlook, CME plans to financialise compute, and Big Tech goes global to fund AI.

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May 27, 2026

Iran war threatens government spending, Musk loses OpenAI trial, and Reeves’ food price freeze backfires.

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May 10, 2026

The UK's fragmented politics, a $4.2bn tokenisation bet, and an unlikely AI partnership

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April 30, 2026

The UAE exits OPEC after years of tension, the UK passes a bill mandating pension investment in domestic assets, and the Iran war sparks a wave of oil contract disputes.

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April 28, 2026

Cursor’s SpaceX deal exposes the AI compute crunch, Apple bets Ternus can break the consensus trap, and UniCredit’s hostile bid tests European banking consolidation.

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April 23, 2026

Anthropic’s Mythos model raises systemic cyber fears, the US blockade of Iran puts pressure on China, and the UK’s defence-fiscal contradiction breaks into the open.

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April 23, 2026

Exxon loses 6% of global output as war damage lingers, the UK approves the country’s largest solar farm, and the OECD urges an overhaul to Britain’s tax system.

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April 23, 2026

Meta and Google face landmark addiction verdict, UK consumer confidence collapses to a record low, and why the Bank of England may be bluffing on rate hikes.

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April 23, 2026

The ECB draws on lessons from 2022, AI firms face resource scarcity, and LVMH’s record slump signals a confidence crisis.

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March 23, 2026

The bond market struggles to absorb Big Tech debt, the UK refuses to deploy warships to Iran, and Microsoft weighs legal action over an Amazon-OpenAI deal.

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March 20, 2026

IEA launches record oil release, Revolut wins full UK banking licence, and Meta builds proprietary AI chips.

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March 20, 2026

Iran war chokes global oil supply, UK growth forecast cut as war clouds gather, and the US labels Anthropic a national security risk

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February 28, 2026

Citrini’s AI dystopia spooks markets, private credit faces its first major stress test, and Stripe eyes a takeover of rival PayPal

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February 27, 2026

AWS outage highlights cloud concentration, Japan’s widowmaker trade pays off, and UK inflation stabilises in September

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February 27, 2026

Allies back Starmer as crisis deepens, Mistral soars as Europe seeks AI independence, and Alphabet sells 100-year bond in AI push

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February 27, 2026

Anthropic considers possible 2026 IPO, big banks take on crypto, and Starmer rejects joining EU customs union.

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February 27, 2026

ECB weighs future as Lagarde signals early exit, Apple offers alternative to AI-fuelled volatility, and Starmer seeks new money to fund defence uplift

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February 27, 2026

EU offers minerals partnership with the US, Musk merges SpaceX and xAI in a trillion-dollar bet, and Reeves urges EU unity to counter Trump.

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February 27, 2026

Europe debates the digital euro, UK inflation dips in October, and UK deposit protection limit climbs.

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February 27, 2026

How crypto became useful, Starmer urges ‘mature’ China relationship, and Tether’s overlooked gold hoard

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February 27, 2026

Reeves hikes taxes in autumn budget, Alphabet stages AI comeback, and the ECB flags market risks

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February 27, 2026

Reeves teases tax hikes, US tariffs face court test, and Amazon sues Perplexity

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February 27, 2026

SpaceX pursues a $1.5 trillion IPO, Meta quietly pivots from open source AI, FCA plans pro-growth changes in 2026

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February 27, 2026

Starmer faces leadership challenge, banks push back at private credit, and companies become safer than sovereigns

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February 27, 2026

Starmer stands firm on US aggression, OpenAI turns to ads, and the UK pushes for Kraken’s London IPO

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February 27, 2026

The Year Ahead: 2026 Likely to Bring Growth, But Risks Remain

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February 27, 2026

The future of Venezuela’s oil, Starmer’s digital ID battle, and OpenAI’s health-focused agent

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February 27, 2026

UK defence spending, the fragile US-China trade relationship, and AI threatens European banking jobs

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February 27, 2026

US Economic Outlook: Mixed Signals

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February 27, 2026

US Yields, Private Markets, and UK Pension Fund Reform

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February 27, 2026

US and China cool trade tensions, Nvidia eclipses $5 trillion valuation, and UK mortgage approvals jump

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February 27, 2026

US election drama, payments fraud and UK private equity challenges

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February 27, 2026

US unveils reverse tariffs, private credit lands Meta deal, and AI creates stock market divergence

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February 27, 2026

Unexpected Magnificents, Economic Surprises and… Gemini Woes

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February 27, 2026

Weight loss economics

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February 27, 2026

Women in Tech, The colour of AI and insiders are selling…

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February 27, 2026

Workers’ rights bill finally approved, UK bonds expected to climb in 2026, and EV growth stalls as automakers scale back.

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February 18, 2026

16th Jan 2023

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February 18, 2026

2023 Recap: Our favourite stories of the year

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February 18, 2026

23rd Jan 2023

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February 18, 2026

A $2bn pivot, behavioural insights and the price of slimming down in the US

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February 18, 2026

A Chinese electric car. Coming to a driveway near you.

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February 18, 2026

A Jobful Recession, The Power of Narratives and China’s Idle Youth

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February 18, 2026

A Luxury Paradox, can GenAI help J. Powell and the economics of VR headsets

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February 18, 2026

A November rally, the importance of macro and a trio of models from Alphabet

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February 18, 2026

A banking crisis, Microsoft making big bets on the future, and VCs going all in on Generative AI

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February 18, 2026

A beautiful deleveraging, earnings season and…Barbie

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February 18, 2026

A cashless clash, why politics and investing shouldn’t mingle and… the weather

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February 18, 2026

A credit card mega-merger, what could $7 trillion buy you and… rogue chatbots

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February 18, 2026

A rise in moderation, Magnificent 7 gets a new member and more tech job cuts

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February 18, 2026

A tough week in tech, superconductivity with a dash of drama, and the race to a greener future

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February 18, 2026

A very special Sidekick announcement, plus Adidas sprinting ahead, recency bias, and Amazon’s bet on Anthropic

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February 18, 2026

AI picks and shovels, we’re in a recession, and a potential return to home bias

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February 18, 2026

AI’s Secret Power, Copper is the new gold and… an NBA battle

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February 18, 2026

ASML invests in Mistral, central bank gold eclipses Treasuries, and Anglo and Teck form a mining giant

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February 18, 2026

America’s China strategy, UK pressures pensions, and UK mortgage rates fall

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February 18, 2026

An innovator’s dilemma, GPT-based stock picking and IPO Season

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February 18, 2026

An unexpected bull market, deepfakes in investing and the revival of food tech

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February 18, 2026

Auto insurers and autonomous vehicles, a political sequel and a witty AI

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February 18, 2026

BIS warns on stablecoin risks, Starmer faces an internal revolt, and Tesla unveils the robotaxi

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February 18, 2026

BYD leapfrogs Tesla, Reeves cuts spending, Bessent caps yields

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February 18, 2026

Banking Regulation, Consumer Spending, and GLP-1 Approvals

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February 18, 2026

Better gender balance, too much dry powder and disruption in the transport sector

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February 18, 2026

Big Tech competing for AI dominance

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February 18, 2026

Birkenstock, the oldest startup on Earth, the opportunity cost of going public, and a stark statistic

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February 18, 2026

BoE rate cuts, US tariffs, and global stock performance

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February 18, 2026

Booming US jobs, the new kings of finance and a hybrid smartwatch

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February 18, 2026

Burberry Blues, Memes 2.0 and… Contexts in AI

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February 18, 2026

Carburetors to C++, the UK economy clings to growth, and US corporate earnings

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February 18, 2026

Cash ISA limits, banks in private credit, and UK-US trade negotiations

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February 18, 2026

China takes to the skies, Nvidia, and the US debt ceiling

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February 18, 2026

China triggers global pushback on rare earths, FCA opens door to crypto assets, and Wall Street conflicted over economic pain

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February 18, 2026

Cloud software providers hit a rough patch, thoughts on the upcoming UK election and xAI gets a $6bn boost

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February 18, 2026

Cocoa beans are beating Nvidia, The challenge of infrastructure investing and… A small win for large merchants

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February 18, 2026

Concert economics, a pharma pivot and the digital town square is under siege

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February 18, 2026

Corporate Earnings: Energy profits booming

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February 18, 2026

Credit Card Defaults, the PISCES Market, and Euro Area Forecasts

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February 18, 2026

Credit spreads, government spending, and British pay growth

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February 18, 2026

Dealmaking in a new age of antitrust

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February 18, 2026

Decoding Cybersecurity Investments

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February 18, 2026

Disruption at the speed of light, copper fever and BNPL incumbents under pressure

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February 18, 2026

ECB Rates, The UK Budget, and Big Tech Earnings Season

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February 18, 2026

Earnings season anxiety, cloud wars and… an unloved sector

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February 18, 2026

Earnings season shows strong results, LSE considers 24-hour trading, Wall Street pursues a Powell hedge

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February 18, 2026

Economies Out of Sync, The Misconceptions Around ESG and Chaos Theory

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February 18, 2026

Ferrari fundamentals, light at the end of the inflation tunnel and the benefits of being an optimist

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February 18, 2026

Fintechs helping millennials onto the property ladder, Buffett supports buybacks, & turbocharged UK fintech

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February 18, 2026

Fractional shares, a Japanese canary and the science of superforecasting

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February 18, 2026

GPU-Backed Loans, Musk’s Trump Gamble, and Rising Inflation Expectations

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February 18, 2026

Game on: Investing in Sports

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February 18, 2026

Global Markets Jittery, 60/40 Back From the Dead, and The Hidden Risks of Leveraged ETFs

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February 18, 2026

Google’s AI stumble, a ‘wayward’ Chinese balloon, and a potential US debt ceiling showdown

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February 18, 2026

Inflation’s bumpy ride, a beauty premium and… why it pays to follow your gut

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February 18, 2026

Intel Chief Quits, Trump Threatens Tariffs, and a UK Auto Factory Closes

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February 18, 2026

Intel’s Turnaround Plans, Rising UK Bond Spreads, and China’s Economic Risks

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February 18, 2026

Investing at All-Time Highs, Demographics & Markets… and Netflix Goes Raw

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February 18, 2026

Israeli strikes drive oil higher, Lagarde pushes a global euro, and the BoE faces a budget squeeze

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February 18, 2026

Japan: rising sun or false dawn; the hunt for lithium; and chip wars

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February 18, 2026

Kraft Heinz unwinds merger, Apollo launches a sports fund, and Klarna prepares for a mega-IPO

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February 18, 2026

Luxury slowdown, scarred consumers, and… pricing in politics

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February 18, 2026

Macro Narratives, Green vs Blue Bubbles and Global Indexes are Becoming Less…Global

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February 18, 2026

Making America Green (Again), price squeezed London renters, and energy security vs climate change

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February 18, 2026

Market Valuations, AI Resource Demand, and UK Economic Growth

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February 18, 2026

Meta follows Twitter, a hand in the technology cookie jar, and record number of women starting businesses

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February 18, 2026

Money market funds, the dollar’s strength, and UK savings rates

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February 18, 2026

Moody’s downgrades the US, BoE economist urges slower cuts, and Starmer reverses on benefit cuts

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February 18, 2026

Multi-asset ETFs, the UK’s budget strategy, and British defence spending

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February 18, 2026

Musk launches new OpenAI lawsuit, UK unemployment could rise to new high, and Nvidia earnings show slowing growth

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February 18, 2026

Nvidia’s $100 billion OpenAI deal, Tether’s $500 billion valuation, and the political risks facing pharma investors

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February 18, 2026

Nvidia’s Earnings, Powell Signals Cuts, and Beyoncé Partners with LVMH

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February 18, 2026

ONS delays data on quality concerns, US government weighs Intel stake, and European defence falters on peace talks

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February 18, 2026

OpenAI and fiduciary duties, AGI timing and investment accounts for all the children

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February 18, 2026

PayPal's stablecoin, pay by palm, and a weightloss blockbuster drug.

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February 18, 2026

Pharma looks to AI to cut costs, the end of ESG and Bitcoin gets its ETF

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February 18, 2026

Prestige and Profit: Investing in Luxury Goods

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February 18, 2026

Private markets, Musk’s merger, the UK budget

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February 18, 2026

Reeves faces mounting pressure, Vanguard launches an active fund, and Trump’s Big Beautiful Bill passes

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February 18, 2026

Reeves’ speech comes up short, Meta plans new data centres, and the EU explores Asia trade deals.

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February 18, 2026

Reform UK surges, Warren Buffett retires, and the EU & UK make deals

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February 18, 2026

Short Sellers: Kicking a hornet's nest

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February 18, 2026

Sidekick Upgrades, Optical Computing, and EU & US Interest Rates

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February 18, 2026

Sidekick launches private equity, Starmer overhauls the military, and Musk breaks with Trump

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February 18, 2026

Sidekick’s custom indexing, DeepSeek’s new AI, and US economic growth

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February 18, 2026

Signs of Deteriorating U.S. Fundamentals, Digital Assets Going Mainstream, and Flagship Earnings Roundup

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February 18, 2026

Special Edition: The State of the UK’s Public Finances

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February 18, 2026

Special Edition: Trump’s tariffs, economic uncertainty, market volatility

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February 18, 2026

Stock Picking Season, Consumer Conundrum and… Greedflation

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February 18, 2026

Stubborn US inflation, private equity looking for an exit and thousands of new Bitcoin millionaires every day…

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February 18, 2026

Tax Rises, Regulatory Critiques, and the EU-China Tariff War

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February 18, 2026

Tech billionaires betting on nuclear fusion. (Even) higher UK interest rates on the horizon? And more...

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February 18, 2026

Tech giants wobble, the risks of market timing and some relief for UK homeowners

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February 18, 2026

Techno nationalism, music streaming and the infrastructure of intelligence

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February 18, 2026

The Great Slowdown

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February 18, 2026

The IMF warns the UK, the BOJ spooks investors, and the EU seeks a trade deal

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February 18, 2026

The Silver Linings of a Market Correction, Robotaxis and… Google’s Soft Spot for HubSpot

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February 18, 2026

The UK housing market, eToro’s IPO, and British stock buybacks

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February 18, 2026

The UK sets spending plans, Norway calls for market reform, and France plans a drone deal

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February 18, 2026

The UK’s budget squeeze, good news is bad for the stock market, and the IMF investigates private credit

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February 18, 2026

The US & China agree to a truce, the US & UK cut a deal, and Reeves reviews the ISA market

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February 18, 2026

The end of Europe’s biggest SPAC, a bottom for global VC investing(?), and US corporate earnings under pressure

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February 18, 2026

The future of gaming, red hot UK inflation, and a shotgun DefenceTech wedding

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February 18, 2026

The new normal: life at 5%

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February 18, 2026

The persuasive power of statistics, a Bitcoin ETF, and China’s solar playbook

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February 18, 2026

TikTokophobia, Bumper profits at big US banks, and an old AI rivalry

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February 18, 2026

Trade negotiations, market volatility, private assets

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February 18, 2026

Trouble brewing in AI paradise, Google having a ‘Game of Thrones’ moment and interest rates might just stay higher for longer

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February 18, 2026

Trump Wins, Buffett Cuts Apple, and Luxury’s Slowdown

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February 18, 2026

Trump backtracks, Nvidia cools, and Reeves hits trade turbulence

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February 18, 2026

Trump issues tariff threats, regulators scrutinise Robinhood, and Shein threatens to leave London.

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February 18, 2026

Trump nominates a Fed governor, OpenAI seeks $500bn valuation, and Musk’s pay soars as Tesla stalls

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February 18, 2026

Trump pushes for semi-annual earnings, Microsoft invests in the UK, and Oracle’s valuation spikes

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February 18, 2026

Trump’s tariff uncertainty, Europe’s defence integration, and the BOE’s economic forecasts

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February 18, 2026

Twitter in chrysalis, UK property prices continue to slide, and choppy waters ahead for global stocks?

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February 18, 2026

UK Economy in the IMF doghouse

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February 18, 2026

UK inflation runs hot, US pushes for bank rule changes, and the yuan closes in on the pound

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February 18, 2026

UK spending cuts, Canada-EU alliance, copper’s price surge

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February 18, 2026

US demands threaten EU trade deal, gold reaches highest price in history, and a data error works in Reeves’ favour

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February 18, 2026

US tech, better than expected (ish). One US bank fails, another gets even bigger. And the taste of climate change

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