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Saturday, 6 June, 2026

Markets
Pricing the oil inventory drawdown
Could Brent crude hit $140 per barrel?
Hakyung Kim
Friday, 5 June, 2026

Markets
The CPG blues
Bad luck and bad decisions in consumer products
Robert Armstrong
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Thursday, 4 June, 2026

Markets
Japan’s bonds
Plus, India’s wobble
Katie Martin
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Wednesday, 3 June, 2026

Markets
Hyperscalers and the equity tap: more to come
Plus, corporate culture and returns
Hakyung Kim
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Tuesday, 2 June, 2026

Markets
IPO boom, market doom?
Plus: not now, Godzilla
Katie Martin
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Monday, 1 June, 2026

Markets
AI and real GDP: how big and how fast?
Plus more on the chip cycle
Robert Armstrong
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Saturday, 30 May, 2026

Markets
Dotcom bubble IPOs
Lessons for boomtime investing
Daire MacFadden
Friday, 29 May, 2026

Markets
Charles Goodhart: ‘Demography is going to make life worse and worse and worse’
The leading economist warns that fiscal pressures will constrain independent monetary policy
Daire MacFadden
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Thursday, 28 May, 2026

Markets
Semiconductors: supercycle or superbubble?
Plus, semis’ fragile supply chain
Robert Armstrong
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Wednesday, 27 May, 2026

Markets
AI’s mixed economic signals
Plus, the euro convergence trade
Hakyung Kim
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Tuesday, 26 May, 2026

Markets
Stocks’ unshakeable optimism
The bright side has been the only place to be
Katie Martin
Friday, 22 May, 2026

Markets
Carson Block: ‘Maybe the dumb money is the smart money’
The short seller warns of an AI-created financial crisis
Katie Martin
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Thursday, 21 May, 2026

Markets
EMs don’t panic like they used to
There’s been convergence with DMs
Daire MacFadden
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Wednesday, 20 May, 2026

Markets
Why the BoE will not ride to the rescue in gilts
Plus, Asian chipmakers
Daire MacFadden
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Tuesday, 19 May, 2026

Markets
Vibe shift, continued
Plus, more on gilts
Katie Martin
Monday, 18 May, 2026

Markets
Bonds bad
Plus, stocks bad
Katie Martin
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Saturday, 16 May, 2026

Markets
Gilts, not so bad
UK government bonds are not the outlier they appear to be
Daire MacFadden
Friday, 15 May, 2026

Markets
The great global bond freakout
Plus, crypto’s not money
Katie Martin
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Thursday, 14 May, 2026

Markets
Mortgage refixing, longer lags and eggs
Plus, US oil producers aren’t drilling
Daire MacFadden
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Wednesday, 13 May, 2026

Markets
Disinflation disappears
Plus, UK gilts
Hakyung Kim
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Tuesday, 12 May, 2026

Markets
The Trump Trade 2.0
Plus, the ‘buy Europe’ trade
Katie Martin
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Monday, 11 May, 2026

Markets
US jobs: two in a row
Plus, how to protect central bank independence
Robert Armstrong
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Saturday, 9 May, 2026

Markets
The narrow ceasefire rally
Little love for the S&P 500’s gains
Hakyung Kim
Friday, 8 May, 2026

Markets
Quarterly reporting: when is less important than what
Plus, Norway’s rate increase. And dishwashers.
Hakyung Kim
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Thursday, 7 May, 2026

Markets
Trading the trends in GDP
Plus, yen intervention
Robert Armstrong

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