The oil shock has entered a more complicated phase. Since late February, when the US and Iran conflict began, shipping through the Strait of Hormuz has been severely restricted, cutting the majority of normal Gulf export flows. That disruption constrained the...
I’ve been to many finance conferences over the years, very often they are either focused towards academia or towards practitioners. The Imperial College hedge fund conference has tried to strike the balance between the two, with both theory and also a lot of practical...
The wireless telephone services component of US CPI has been behaving strangely over the past year. The recent behaviour is really two things stacked on top of a long structural trend. The first is a methodology change. From the July 2025 CPI, released in August, BLS...
De la Espriella’s narrow runoff win prompted the market to price a more orthodox, pro-business stance. That meant a stronger peso and lower risk premia, with a chance of reopening investment sensitive sectors such as energy. The optimism runs up against a...
Every time I watch the FIFA World Cup, there’s always something that surprises me. I didn’t expect Japan to score against Brazil in the first half, nor did I expect Cape Verde to tie with Spain. When about 70,000 people flock to host cities like Kansas...
A developing El Niño is becoming an important force in the inflation outlook over the next year. By shifting global rainfall patterns, it can bring drought to some regions and heavy rain to others, with the greatest economic impact often felt through food production....
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