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Wednesday, 6 May, 2026

Markets
Gilts and UK local elections: Bad vibes, bad timing
Plus, more on emerging markets
Daire MacFadden
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Tuesday, 5 May, 2026

Markets
Great expectations (for earnings)
Stocks look cheaper — if everything goes perfectly
Katie Martin
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Monday, 4 May, 2026

Technology sector
AI + Halo = $$$
A techno-industrial boomlet
Robert Armstrong
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Saturday, 2 May, 2026

Markets
EM’s vanishing diversification
AI concentration makes EMs look like DMs
Hakyung Kim
Friday, 1 May, 2026

Markets
US GDP: still ultimately about the consumer
Plus, central bank hold ’em
Hakyung Kim
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Thursday, 30 April, 2026

Markets
The Fed’s balancing act
Plus tech earnings
Robert Armstrong
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Wednesday, 29 April, 2026

Markets
Opec without the UAE
Plus, gilts hit rough water
Hakyung Kim
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Tuesday, 28 April, 2026

Markets
Wall Street is getting twitchy on oil prices
Plus, dollar dreams and reality
Katie Martin
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Monday, 27 April, 2026

Markets
This rally runs deep
Plus, the global won
Robert Armstrong
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Saturday, 25 April, 2026

Markets
Chart of the Week: The S&P just doesn’t care
The war is over — in the US stock market, at least
Robert Armstrong
Friday, 24 April, 2026

Markets
The dollar swap puzzle
Plus, where’s the love for clean energy?
Daire MacFadden
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Thursday, 23 April, 2026

Markets
A vibe check from commodities pros
Plus UK inflation
Robert Armstrong
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Wednesday, 22 April, 2026

Markets
Who is the real Kevin Warsh?
Plus, the UK’s labour market struggles
Hakyung Kim
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Tuesday, 21 April, 2026

Markets
Bonds are not buying it
Plus, the robotics trade
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Monday, 20 April, 2026

Markets
The looming battle over the Fed’s balance sheet
What will Warsh choose?
Daire MacFadden
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Saturday, 18 April, 2026

Markets
Chart of the Week: Are Treasuries losing their haven status?
Bonds have not been a good hedge during the war
Hakyung Kim
Friday, 17 April, 2026

Markets
What kind of rally is this?
Plus Treasuries’ declining convenience yield
Robert Armstrong
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Thursday, 16 April, 2026

Markets
Does AI want to be free?
Plus, global imbalances and global crises
Robert Armstrong & Daire MacFadden
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Wednesday, 15 April, 2026

Markets
Defence spending won’t solve Europe’s growth problem
Plus, what does a healthy labour market look like when there is no job growth?
Daire MacFadden
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Tuesday, 14 April, 2026

Markets
Small caps revisited
Index choice matters, and so do valuations
Robert Armstrong
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Monday, 13 April, 2026

US inflation
Oil prices are a growth problem
Plus, diversification is hard
Robert Armstrong
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Saturday, 11 April, 2026

Markets
The S&P 500’s woes in Trump 2.0
The index has had its worst performance over the past five US presidencies
Hakyung Kim
Friday, 10 April, 2026

Markets
Why are small stocks outperforming?
Plus more on the Strait of Hormuz toll
Robert Armstrong
Thursday, 9 April, 2026

Markets
The ceasefire bounce
And the Hormuz bitcoin tollbooth
Robert Armstrong
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Wednesday, 8 April, 2026

Markets
Earnings expectations are too high
Plus AI and jobs
Robert Armstrong
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