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The Week Ahead
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No news is good news: GBP after the budget
Did Chancellor Rachel Reeves reassure markets on fiscal prudence while kickstarting growth or kick the budgetary can down the road?
Private Credit: Rough Water Ahead or Smooth Sailing?
Is private credit fuelling hidden risk? Or is the alternative asset sector more robust and sophisticated than critics give it credit for?
Japan’s central bank signals normalisation, up to a point
The Bank of Japan has taken cautious steps toward policy normalisation, balancing market risks with gradual unwinding
Crowding Out the House: The AI Capital Rush and a Squeeze on Housing
Are we paying enough attention to the scale of investment now pouring into AI infrastructure and the economic effects that follow?
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