Our weekly
Market Pulses

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

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

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.

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.

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.

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.

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