Smart Finance, Banking & Investment Insights

Donald Trump’s options to cool oil prices are sorely limited
The Iran energy shock reverberates across financial markets
The Iran war puts Asia in an energy panic
Americans’ electricity bills are up. Don’t blame AI
India’s economy is not as big as economists thought
To understand why countries grow, look at their firms
European pensions are a $30trn missed opportunity
Why war isn’t always good for defence stocks
A viral research note on AI gets its economics wrong
War in Iran could cause the biggest oil shock in years
Why Chinese people spend so much on food
Protectionists dislike trade and migration. And capital flows?
America’s trade chaos is just beginning
America’s welfare state is more European than you think
Prediction markets are rife with insider betting
Markets are churning furiously beneath a calm surface
The AI productivity boom is not here (yet)
Did America’s war on poverty fail?
Donald Trump answers a Supreme Court rebuke with new tariff threats
The EU is thrashing out a more muscular set of economic policies