Economic Insights,
Every Week
Concise, data-driven analysis of the events reshaping global markets. No jargon, no noise.
MarketsThe AI Boom Is Hiding Weakness in the Real Economy
Global stock markets are increasingly powered by one idea: artificial intelligence. The problem is that outside a small group of AI-linked companies, much of the real economy still looks weak.
Monthly RoundupVideoApril Economic Roundup
April was not about slow shifts, it was driven by clear decisions that moved markets instantly.
Tech and MarketsThe iPhone Is Slowing Down But Apple Isn't
What stood out this time was not the slowdown in iPhones, but the strength of everything around it.
Industry AnalysisAirline Profits Are Rising and It Says a Lot About the Economy
Consumer demand is not weakening uniformly. It is shifting toward services, enabling pricing resilience that may perpetuate sector-specific inflationary pressures.
Geopolitics and EconomyIran's Economy Is Buckling Under War Pressure
Iran's economy is not only facing external pressure from geopolitical conflict, but also internal strain from disrupted supply, rising inflation, and weakening business activity.
Global TradeGlobal Shipping Costs Are Rising Again, And It Could Feed Inflation
Shipping costs have started to rise as disruptions to key maritime routes have forced companies to reroute their goods.
Geopolitics and EconomyEurope Feels the Economic Impact of Middle East Tensions
Geopolitical tensions between Iran, Israel, and the US are affecting European energy markets and economic indicators in ways that go beyond the headlines.
Monthly RoundupVideo2026 So Far: Global Economic Recap (Jan to Mid March)
A video recap covering the major economic developments from January through mid-March 2026, including AI investment, energy markets, global debt, and Indian developments.
Energy and CommoditiesOil Jumps as Middle East Conflict Raises Global Economic Risks
Oil prices rose sharply after news of attacks on Iranian energy infrastructure, bringing geopolitical risk back to the centre of economic attention.
India and Global EconomyWhy the Iran Israel Escalation Matters for India
The escalation between Iran and Israel creates specific and direct economic risks for India through oil prices, shipping costs, and remittances.
Trade PolicyThe Legal Battle Behind America's Tariffs
A Supreme Court decision on February 20 invalidated most broad global tariffs, highlighting ongoing uncertainty in US trade policy.
Global FinanceThe Dollar's Slide and the Possible Shift in Global Power
The dollar has always been the steady backbone of the international economy. This week, however, the backbone begun to sway.
India and Global EconomyIndia's Budget Chooses Stability Over Spectacle
India's latest Union Budget does not attempt to create excitement. It reflects a preference for continuity and restraint, and that choice matters.
Labour MarketsWhat Slowing Job Growth Really Signals for the Economy
Slowing job growth can reflect economic balance rather than weakness, and markets are beginning to understand the difference.
Energy and CommoditiesThe Surprising Reason Oil Markets Are Ignoring Geopolitical Risk
Despite tensions in key regions, crude prices softened as markets weighed demand expectations alongside supply concerns.
India and Global EconomyWhy Indian Markets Lagged While the World Rallied
While US and European markets climbed on positive jobs data, Indian indices faced headwinds from local volatility, expensive valuations, and foreign investor outflows.
India and Global EconomyWhy India Doesn't Want to Mess With Its 4 Percent Inflation Target
India is expected to maintain its current inflation framework as the review approaches in March 2025, citing its effectiveness over the past decade.
Monthly RoundupVideoDecember Economic Roundup
A video compiling the five major December economic developments to help you develop a deeper understanding of the global economy.
India and Global EconomyIndia Ends 2025 in a Goldilocks Moment
Growth remained strong and inflation came down at the same time. For policymakers, this is the best possible outcome.
Global FinanceJapan's Historic Rate Hike Fails to Lift the Yen
The Bank of Japan raised rates to 0.75%, the highest since 1995, yet the yen weakened rather than strengthened as historically expected.
Global TradeChina's $1 Trillion Trade Surplus Is a Warning Sign, Not a Victory
Despite a massive trade surplus, weak domestic demand reveals a fundamental imbalance as exports flood global markets at a time of rising protectionist pressure.
India and Global EconomyGrowth Forecast Rises to 7.3% as India's Economy Gains Momentum
The RBI elevated its growth projection to 7.3%, driven by 8.2% GDP growth in Q2, with manufacturing, services, and agriculture all contributing meaningfully.
Financial MarketsGlobal Markets Slip as Tech Stocks Cool and China Shows Signs of Slowing
Two distinct events dented investor confidence: a broad tech sell-off and fresh signs that China's economy is faltering, pushing global markets lower for the week.
US EconomyAmerica's Economic Boom Masks a Growing Divide
The US economy looks strong on the surface, but nearly half of all consumer spending comes from the wealthiest 10 percent, masking real strain for millions of families.
US EconomyAmerica's Job Jitters Push the Fed to Cut Rates
The US Federal Reserve cut rates by 25 basis points to 3.75-4%, prioritising a stalling labour market over inflation concerns for the first time in this cycle.
Monthly RoundupVideoOctober Economic Roundup
A video recap of the 5 biggest economic stories from October 2025 that you might have missed, explained in clear and simple terms.
Geopolitics and EconomyWest Turns Up the Heat: US and EU Sanction Russia's Energy Empire
The US and EU jointly targeted Russia's oil and gas industries with sweeping sanctions, marking a major escalation in economic pressure over the Ukraine conflict.
Energy and CommoditiesOil's Sharp Drop: What's Behind the Global Price Slump?
Oil prices hit five-month lows as the IEA forecast a supply surplus of 4 million barrels per day by 2026, compounded by US-China trade tensions weighing on demand.
Global TradeUS-China Trade Clash Opens Doors for India's Manufacturing Boom
As the US raises tariffs on Chinese goods to nearly 130%, India stands to gain as importers seek alternatives, especially in engineering goods, electronics, and textiles.
Global FinanceThe Yuan's Rise and What It Means for Emerging Economies
China's yuan has risen 2% this year after three years of decline, and its growing correlation with emerging market currencies is reshaping the dynamics of global finance.