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Sunday, 13 September 2026

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Britain cuts infrastructure appraisal rate to boost investment

As anticipated in our last global economic outlook, elections around the world have driven notable policy changes that altered the trajectories of inflation, borrowing costs, currency values, and trade and capital flows…

Is CoreWeave at the Mercy of the Bond Market?

CoreWeave, which rents GPU computing capacity to AI labs and hyperscalers, sits at the heart of a circular financing story that worries some investors. CoreWeave’s total debt sits at $35 billion as of June 30, up sharpl…

European stocks: What if the Fed hikes in September?

Markets are pricing several rate hikes from the major central banks despite scant evidence that the energy crisis is seeping into broader inflation. Yet James Smith argues investors are right to worry about higher oil a…

Volkswagen board approves plan to cut another 50,000 jobs

The board of German car giant Volkswagen has approved a plan to cut another 50,000 jobs as part of a sweeping turnaround programme. It brings the total number of roles the company plans to shed by 2030 to 100,000.

Warsh Shift Points to an ‘Insurance’ Fed Hike

Fed chairman Kevin Warsh used his speech in Wyoming to lay out a firmer, more hawkish case on inflation than markets had heard from him before. The shift now puts more distance between where US rates might be headed and…