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Friday, 6 November 2026

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Rates Spark: The Overshoot Commences

A good series of PMIs has helped nudge global rates higher. It's taken us above some key levels, namely 5.1% on the US 10yr and 3.5% on the Euribor 10yr. And the move is likely far from over. To add insult to injury, we…

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Frontier AI Just Became a Price War

Every day, businesses and governments around the world are becoming increasingly reliant on America’s frontier models. Startup CEOs already can’t imagine running their companies without AI, and it won’t be long until th…

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