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Markets keep climbing as if nothing can go wrong. While oil prices remain volatile, global yields surge, economic data weakens and recession risks build beneath the surface, investors are once again chasing the AI dream. Reports that SpaceX, OpenAI and Anthropic are preparing mas ...  Show more

Nvidia once again crushed expectations, but this time the biggest gains spilled far beyond Nvidia itself. From Samsung to LG Electronics and Hyundai Mobis, investors are increasingly betting that the next phase of AI will move beyond data centres and into the real economy through ...  Show more

Inflation is a term we hear often, especially when discussing the economy and our personal finances. But have you ever wondered how it's calculated and why it sometimes feels like your expenses are rising faster than the official inflation rate? In our latest podcast episode, I a ...  Show more

It’s no secret that we’ve been living in inflationary times, but inflation is always the harbinger of higher interest rates and if they were to go up, what happens? Lessons from Zillow, the problem of tomorrow's big data, yesterday's invented barter, and the amount of debt out th ...  Show more

While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Antho ...

The single issue that might decide the upcoming presidential election also happens to be: very confusing. Political economist Mark Blyth helps us understand: how inflation starts, how inflation is stopped, and shares his theory about why the powers-that-be may be just as confused ...  Show more