AI has driven the US stock market to new highs. Now it’s driving the US economy.…
The good news is that activity has held up in the face of sweeping US tariffs an…
UK exceptionalism… and why it won’t last
Which has been the fastest-growing country in the group of seven major industria…
Oil is trading at close to its lowest price since 2021 at $67 a barrel, down fro…
We have been pondering the forces at work in the UK housing market. Here are six…
Assessing the effect of tariffs
First the good news. US tariffs are settling at lower levels than had seemed lik…
Why Britain pays more for electricity
UK electricity prices are among the highest for developed economies. The UK’s re…
The first half of this year has been good for equities. Global equity markets ha…