Our weekly
Market Pulses

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

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.

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.

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

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

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

February 20, 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

February 14, 2026

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

February 6, 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.

January 30, 2026

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

January 23, 2026

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