Africa Chart Pack Africa Chart Pack (Jul. 26) Economic growth in the region has been resilient in the face of the energy shock, and we think growth will accelerate from here. Although inflation rose last month, most central banks will be able to... 29th July 2026 · 0 mins read
Capital Daily Can S&P 500 continue to shrug off falling semis? Much like in 2000, good returns from the average stock have helped the S&P 500 hold steady in recent weeks despite the rout in semiconductor stocks. But, as happened back then, we doubt the average S... 29th July 2026 · 5 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (July 2026) Capital inflows into EMs financial markets – particularly equities – have risen over the past month despite the resumption of conflict in the Middle East. Outflows could return again if the situation... 29th July 2026 · 0 mins read
Capital Daily Are the wheels falling off the AI stock market train? The share prices of some of the global tech giants at the heart of the AI revolution have come under pressure amid a variety of concerns, raising the question of whether the wheels are falling off the... 28th July 2026 · 5 mins read
FX Markets Focus Korean won and Taiwanese dollar may rally if AI bubble bursts The ongoing AI boom has not translated into stronger currencies in Korea and Taiwan, despite surging semiconductor exports and, notwithstanding the recent selloff, major rallies in their equity... 28th July 2026 · 20 mins read
Capital Daily Central bank meetings and tech earnings in focus Government bond yields have dropped back today after last week’s surge, as oil prices have retreated again amid signs of easing tension in the Middle East. Equities have welcomed the respite, too... 27th July 2026 · 5 mins read
Capital Daily Is there still scope for another surge in the S&P 500? Despite a favourable reaction to Intel’s consensus-beating financial results for Q2, concerns about the ability of the US hyperscalers and others to monetise huge investments in AI may continue to... 24th July 2026 · 4 mins read
Capital Daily US-Iran re-escalation begins to squeeze markets again The continued rise in energy prices is starting to put pressure on financial markets more broadly, beyond just the bond market. While central banks continue to take a measured approach to the renewed... 23rd July 2026 · 4 mins read
India Economics Update Why GIFT City matters for foreign investors India’s policymakers have long-desired more financial activity linked to the economy to take place onshore. But they remain reluctant to quickly and fully open the capital account, with recent bouts... 23rd July 2026 · 3 mins read
Bonds Update What the AI debt boom means for borrowing costs The boom in AI-related corporate bond issuance looks set to continue as firms ramp up their spending on the AI buildout. We think this deluge of supply will increasingly test investors’ capacity to... 23rd July 2026 · 4 mins read
Event Japan Drop-In: Yen weakness - what's driving it and when it might turn 29th July 2026, 9:00AM BST The yen has fallen to a 40-year low against the dollar even as the BoJ has adopted a more hawkish tone and interest rate differentials have moved in its favour.
Capital Daily Burnham’s Gilt market luck may already have run out While recent economic data in the UK have painted a fairly favourable picture for the new Prime Minister, the resurgence of energy prices and upwards pressure on long-term government bond yields... 22nd July 2026 · 5 mins read
Africa Economics Update Tinubu enters 2027 polls with a solid economic record Nigeria’s president, Bola Tinubu, will head into the elections in six months’ time at the helm of an economy with a stronger external position, a more credible central bank and some modest fiscal... 22nd July 2026 · 4 mins read
Equities Update Foreigners’ voracious appetite for US equities is another red flag A surge in foreign buying of US equities could be another sign of trouble ahead for the S&P 500. After all, smaller surges also took place before the dotcom bubble burst; the GFC; and 2022’s drawdown... 22nd July 2026 · 5 mins read
Japan Chart Pack Japan Chart Pack (Jul. 26) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. GDP growth seems to have accelerated after the start of the Iran War and there are early signs that... 22nd July 2026 · 1 min read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (July 2026) The renewed US-Iran attacks and closure of the Strait of Hormuz will, if sustained, prolong recessions in the Gulf economies and weigh on activity in energy-importing EMs. But continued strong demand... 21st July 2026 · 1 min read
