Economics
The Middle East war has not yet forced central banks to raise official interest rates. It has done something more immediate: pushed up bond yields, swap rates and lender funding costs, driving mortgage rates…
Economics
Martin Wolf sees the return of global imbalances as a problem of surplus countries saving too much and…
Economics
The Bank of England should have raised interest rates. By holding back, it protected the cheap money regime…
Economics
The Iran war is no longer only a military conflict. It is exposing the fragile economic system built…
Economics
Economics
Economics
Economics
Economics
The Middle East war is already pushing up fuel, freight, food and transport costs across India, Southeast Asia and Africa. Europe has not escaped;…
Economics
Oil prices are rising not because the Strait of Hormuz has been fully closed, but because it has become unreliable.…
Economics
A war driven shock in energy and fertiliser markets is colliding with the debt burden of food importing states. The…
Economics
Europe’s aviation system is discovering that fuel was never just a commodity. It was a geopolitical dependency. As disruption around Hormuz deepens, airlines are warning in different ways about supply risk, rising costs, shrinking…
Defence
The ceasefire did not restore normal transit through Hormuz. It produced a rationed, militarised passage regime in which…
Economics
The Iran war did not end dollar power. It exposed the cost of overusing it. The United States…
Economics
The quoted Brent price is no longer the whole story. The real stress is in the physical oil…
Economics
The Bank of England’s March decision to hold rates at 3.75 percent looked calm on the surface. Its own minutes show something harsher beneath:…
Economics
Economics
Economics
Economics
Economics
The Iran war is pushing oil toward $200 a barrel and driving a broader energy shock through the global economy.…
Economics
The disruption in global shipping is no longer a temporary shock. As conflict pressure builds around the Strait of Hormuz,…
Economics
Iran is still earning roughly $160 million a day from oil exports even as the United States and Israel strike Iranian targets. The reason lies in the fragile structure of global energy markets and…
Artificial Intelligence (AI)
Economics
BRICS
Economics
Artificial Intelligence (AI)
Elon Musk has consolidated his artificial intelligence venture xAI into SpaceX in a deal valued at around 1.25 trillion dollars, framing the merger as…
Economics
Artificial Intelligence (AI)
Economics
A leading strand of financial commentary argues the world has lost its way and fallen back into mercantilism.…
Economics
Britain does not feel like a country in crisis. That is precisely the danger. Growth limps on, spending…
Economics
India’s ordinary people street vendors, small traders, farmers, and informal entrepreneurs are among the most resilient and hardworking…
Artificial Intelligence (AI)
London is not heading for mass unemployment. It is heading for class compression. As artificial intelligence reshapes white-collar work, service…
Artificial Intelligence (AI)
The debate over artificial general intelligence is becoming a distraction. As AI capability races ahead of law and language, definition…