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May 21, 2026

How AI is rewiring global trade

AI and trade are no longer separate policy domains. AI growth depends on globalized supply chains for semiconductors, computing infrastructure and digital services while trade is increasingly shaped by who controls AI infrastructure, data flows and cloud capacity. 

May 19, 2026

Transatlantic spread – from monetary signal to fiscal mirror

Is one of the world’s most important pricing signals entering a new era? Since 2015, the 10-year spread between US Treasury yields and Eurozone German Bunds has ranged between 100bps and 270bps.

May 12, 2026

Behind the gate: The promises and perils of private markets democratization

Private markets are opening up to retail, and the product has to be rebuilt to fit. Global private markets have grown more than twentyfold since 2000 to over USD17trn, propelled by institutional adoption of the Yale endowment model that tilted long-duration capital aggressively into illiquid assets. 

May 12, 2026

Thinking fast, building slow: The energy cost of the US AI boom

Artificial intelligence is about to impose the largest sustained demand shock on US electricity infrastructure in decades. By 2030, data-center power consumption is expected to nearly double, lifting the sector’s share of total US electricity demand from roughly 5% to around 9%. 

May 06, 2026

US large banks: The peak of the cycle is not the time to be complacent

US large-cap banks posted record Q1 2026 earnings, and both earnings growth and asset quality sits well above trend. Yet, investors seem wary about how long the good times can last, for at least four reasons.

May 05, 2026

Automotive: Will the Middle East crisis supercharge EV momentum?

An electric tilt boosted by energy volatility. After a bruising 2025, Q1 2026 data reveal a striking reversal.  BEV market share hit 19% EU-wide (+4pps vs; Q1 2025) and surged to 28% in France and 23% in Germany. 

Apr 30, 2026

Happy Labor Day? How geopolitics, immigration and AI will reshape work

US and Eurozone labor markets appear to be in good shape, with headline unemployment rates near historic lows. But three strong undercurrents (immigration policy, the energy-price shock and AI) are churning beneath the calm surface. 

Apr 29, 2026

Staycation summer? Jet-fuel crunch reshapes the peak holiday season

The Middle East crisis is squeezing airlines’ jet-fuel supplies. Unlike previous oil crises, the main bottleneck lies in refining capacity and product logistics. 

Apr 23, 2026

Energy shock and policy response: Once bitten, twice shy?

The current energy shock is fundamentally a supply disruption, not just a price event, with Asia most at risk. 

619 releases in total