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Outlook 2026

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Podcast - The 6 Laws of Technology with Nathan Furr Part 3
  • Macro

Podcast - The 6 Laws of Technology with Nathan Furr Part 3

Is it really the case that the first to invent a technology is the one who benefits from it in the long term? Is it a myth that we can accurately predict the outcomes of new innovation? In this final episode of the 3 part Laws of Technology series, Nathan Furr dispels two oft-held but statistically untrue myths about human innovation.

  • 26 February 2025
podcast
Mexico and the threat of US tariffs
  • Macro

Mexico and the threat of US tariffs

Since the election of Donald Trump in November 2024 discussions between the US and Mexico have focused on three main areas: trade, migration and drug trafficking. Trump has announced tariffs on Mexican imports which are due to take effect in March. In this edition of InFocus, Economist Joaquin Thul discusses the proposed tariffs and the possible scenarios ahead.

  • 26 February 2025
  • Read time: 10 mins
read
RBI cuts rates for first time since May 2020
  • Macro

RBI cuts rates for first time since May 2020

At its meeting on 07 February, the Reserve Bank of India’s (RBI) Monetary Policy Committee (MPC) reduced the policy repo rate from 6.50% to 6.25%. Sam Jochim summarises the reasons behind the rate cut and discusses the outlook for monetary policy in India.

  • 14 February 2025
  • Read time: 3 mins
article
Well supplied oil market may signal lower prices
  • Macro

Well supplied oil market may signal lower prices

Despite elevated geopolitical tensions, the oil market is well supplied. Unsurprisingly, oil prices have remained in the lower part of the trading range that has prevailed since late 2022

  • 14 February 2025
  • Read time: 3 mins
article
US CPI data: unequivocally strong
  • Macro

US CPI data: unequivocally strong

The US consumer price index (CPI) data released on 12 February was unequivocally strong, further backing the Federal Reserve’s decision to remain on hold for the foreseeable future.

  • 13 February 2025
  • Read time: 3 mins
article
Podcast - Understanding AI disruption
  • Macro

Podcast - Understanding AI disruption

Chinese generative AI contender, DeepSeek, caused huge waves in markets across the globe at the end of January. This week with the help of Jonathan Rawicz and Henry Walters we delve into the technical details behind why this development was such a revelation, and what the longer term impacts of successful AI implementation might look like across sectors.

  • 11 February 2025
podcast
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  • +44 (0)20 7491 9111
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W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
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