Supply Chain
Red Light for Green Ambitions: Why US EV Investment is Hitting the Brakes and What It Means for the Economy
Plummeting private investment and mixed policy signals from Washington risk ceding the crucial electric vehicle race, and its economic benefits, to China.
High Stakes in Asia: Decoding the Trump-Xi Summit and Its Impact on the Global Economy
Trump’s Asia tour sets the stage for a high-stakes summit with Xi, with profound implications for the global economy, stock market, and your investments.
The $20 Steak: Deconstructing High Beef Prices and the Flaws in Political Quick Fixes
High beef prices are a hot political topic, but proposed fixes miss the mark. This analysis explores the real cause: market consolidation, not just inflation.
Beyond Beijing: Why Australian Rare Earths Are the Hottest Ticket in Geopolitical Investing
The US-China tech war has turned Australian rare earth miners into global rock stars, creating a unique and powerful new trend for geopolitical investing.
The Bitter Truth: How Your Shrinking Chocolate Bar Explains Global Finance and the Economy
Your shrinking chocolate bar isn’t just shrinkflation; it’s a lesson in global finance, commodity trading, and the economic impact of supply chain crises.
The £2.1 Billion Breach: How the Jaguar Land Rover Hack Rewrote the Rules of Financial Risk
The Jaguar Land Rover cyber attack, estimated to cost a staggering £2.1bn, redefines financial risk and highlights cybersecurity’s critical role in the economy.
The AI Boom’s Dirty Secret: Your Code is Causing a Global Power Struggle
The AI boom’s insatiable energy demand is causing a global shortage of gas turbines, creating a physical bottleneck with huge environmental and tech consequences.
A Dangerous Double Game? Why the UK’s Mixed Signals on China Threaten the Economy
The UK’s mixed signals on China create a fog of uncertainty, threatening the economy and creating hidden risks for investors and financial markets.
The $150,000 Overrun: How Global Economics and Trade Policy Are Inflating the Cost of Your Home
A $150,000 cost overrun on a new home is just the start. Discover how new tariffs and economic pressures are reshaping the US housing and investment market.
Sailing into the Storm: Why the Offshore Wind Revolution is Facing a Financial Crisis
The offshore wind industry, once a beacon of green investing, is now battling a perfect storm of high interest rates, supply chain chaos, and political risk.
Geopolitical Tremors: How Middle East Tensions Could Shake the Global Economy and Your Portfolio
A US warning to Hamas highlights the fragile link between geopolitics and global finance. Discover the potential impact on the economy, markets, and your portfolio.
A Green Giant Stumbles: Why Vestas’ Polish Pause Signals a Storm for European Wind Energy
Vestas’ halt of a Polish turbine plant reveals a crisis in Europe’s wind sector, hit by inflation, high rates, and flawed policy.