As investors look ahead to 2026, the global outlook is shaped less by optimism and more by evidence. After several years marked by volatility, inflation shocks, tightening cycles and geopolitical stress, a clearer set of structural forces is emerging.
These...
Last Friday should have been Jobs Day, with the from the Bureau of Labor Statistics, but the federal statistical agencies are still working through delays due to the 43-day government shutdown that ended last month.
Instead, last week offered...
A new trend is sweeping Silicon Valley where established startups aren't just pivoting - they're completely "refounding" themselves. Companies like Airtable, Handshake, and Opendoor are using this dramatic language to signal fundamental business model shifts, often tied to AI...
When people ask me about hedging inflation, they aren’t always asking what they think they’re asking. There are two approaches to addressing inflation in your portfolio so that the portfolio grows in real terms. One of the approaches is...
One of my favorite writers for the WSJ is Spencer Jakab, who recently penned an article explaining why a bear market is not necessarily a bad thing. He starts with a quote from “The Godfather.”
““These things gotta happen every...
Markets are increasingly confident the US Fed will deliver a third consecutive 25bp on 10 December. But officials are divided over whether inflation or the labour market is the bigger issue, suggesting a split vote. In turn, this...
26% of you, apparently. At least that’s what we glean from a live audience poll from our global webinar this Friday, when we asked, ’What’s your biggest fear for 2026?’. Of course, that’s not the only worry on the...
With the federal government shutdown delaying critical economic reports, the official jobs data remains incomplete. Last week, the Bureau of Labor Statistics (BLS) released the . However, the October report, originally expected earlier this month, remains in limbo, potentially...
We should see a recovery in the eurozone next year, but where are the structural reforms? We are watching inflation, which could undershoot, and, if that happens, the may lower rates again. And whisper it: could Eurobonds be...
From AI bubbles to government spending splurges, property crashes to oil price spikes, these are the 10 ways our economic outlook for 2026 could go wrong – or right
1. The AI Bubble Bursts
US tech companies fail to monetise AI,...
