Europe

Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
Research

UK: From Securonomics to Vibonomics
Andy Burnham swaps “securonomics” for “vibonomics”: he wants to improve confidence before pursuing tougher reforms.
Research

Exclusive Beyond geopolitical rocking
Hormuz flows could revive on a proposed Iran-Oman route, easing one geopolitical risk, but Europe’s winter energy risks extend beyond the Middle East.
Research

Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat
Despite scorching heat in the Northern Hemisphere, July has been far from a dull month.
Podcast

Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Research

Bank of England: Revealed preference
The Bank of England left Bank Rate unchanged at 3.75%, exactly as markets and economists had expected.
Research
