8 min read
Central Banks Signal Coordinated Pause as Inflation Cools Across Major Economies
After two years of aggressive tightening, the Federal Reserve, ECB, and Bank of England are converging on a wait-and-see stance. Markets are pricing in cuts by Q3, but policymakers urge caution amid persistent services inflation.
March 11, 2026
6 min read
AI Regulation: Brussels and Washington Chart Divergent Paths
The EU's AI Act enters enforcement while Congress remains gridlocked, creating a two-speed regulatory landscape for tech companies operating globally.
March 10, 2026
5 min read
Green Bond Issuance Hits Record $900bn as ESG Momentum Builds
Sovereign and corporate green bond issuance surged in the first quarter, driven by stricter disclosure rules and growing investor appetite for sustainable assets.
March 9, 2026
4 min read
Tokyo Wages Rise at Fastest Pace in Three Decades
Spring wage negotiations deliver a 5.2% average increase, bolstering the case for the Bank of Japan to continue normalising monetary policy.
March 8, 2026
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Catherine AshworthThe Overnight Index Swap Tells a Story Most Traders Are Ignoring
While equity markets fixate on earnings season, the OIS curve is quietly repricing rate expectations for the second half. The divergence between fed funds futures and swap spreads hasn't been this wide since 2019 — and last time, it preceded a sharp correction in credit markets. What makes this moment particularly striking is the speed of the repricing. In just three weeks, the implied probability of a September cut has swollen from 35% to nearly 70%, yet the long end of the curve remains stubbornly flat. That tension is creating dislocations across rates-sensitive sectors that few portfolio managers seem prepared for.
Latest News
7 min read
Supply Chain Rewiring Accelerates as Companies Diversify from China
March 8, 2026
5 min read
Private Credit Boom Raises Systemic Risk Concerns at IMF
March 7, 2026
4 min read
The Case for Patience: Why This Cycle Is Different
March 6, 2026
3 min read
Semiconductor Stocks Rally on Fresh US-Japan Subsidy Commitments
March 5, 2026
6 min read
Carbon Border Tax: Early Data Shows Mixed Impact on Trade Flows
March 4, 2026
Opinion & Analysis
The End of Easy Money Was Always Going to Hurt
A decade of zero rates papered over structural weaknesses. Now comes the reckoning — and it will reshape which companies survive.
March 10, 2026
Europe Must Not Sleepwalk Into an AI Winter
Over-regulation risks pushing talent and capital to jurisdictions with lighter-touch regimes. The EU needs a growth strategy, not just guardrails.
March 9, 2026
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