Insights
Why Most Market Commentary Is Written After the Move
Explanation is easier than prediction. A look at the structural bias in most published analysis.
Insights
The Value of a Contrarian Data Point in a Consensus Trade
When every forecast agrees, the information is usually already priced. What to do with the odd one out.
Insights
The Signal Log: What Two Years of Tracking Revealed
We reviewed two years of our own notes. The patterns in what we tracked, and what we ignored, are instructive.
Industry
Freight Forwarders Consolidate Around Specialist Networks
Acquisition activity is concentrating in niche corridors where specialist knowledge carries a premium.
News
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Industry
Payment Processors Face a Changing Fee Structure
Interchange rules and scheme pricing are being renegotiated in several markets, with effects passing through to merchants.
Industry
Shared Workspace Operators Shift Toward Flexible Membership
The industry is moving away from long leases toward rolling plans, and the change is reshaping how spaces are designed.
Markets
Currency Volatility in Emerging Markets Eases
Short-term volatility measures fell across the group as dollar moves settled.
Markets
Private Credit Continues to Take Share From Leveraged Loans
Deal flow in the asset class has grown steadily as borrowers seek flexible structures outside the syndicated loan market.
Blog
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Markets
Equity Leadership Narrows to a Handful of Large Names
Concentration in the leading index contributors has reached its highest level in several years.
Markets
Bond Market Calm Masks a Very Narrow Range of Outcomes
Volatility is low, but the distribution around current rates is unusually tight, which leaves little room for surprises.
Blog
Why Boring Trends Outlast Loud Events
The dramatic story gets the clicks and the quiet trend compounds. A case for tracking the slow-moving series.
Blog
Reading the Data Before Reading the Commentary
Coverage of a statistic usually arrives after the statistic. Reading the underlying series first is how you avoid writing yesterday's…
Markets
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Blog
How to Build a Signal Log That Compounds
Keeping a running record of what you noticed and what came of it turns scattered reading into an actual edge.
Blog
Signal Versus Noise: A Practical Filter
Four questions that separate a development worth tracking from a headline that will be forgotten by Friday.
News
Shared Workspace Sector Sees Another Quarter of Net Growth
Providers reported continued expansion of memberships, with the fastest growth in cities outside the largest financial centres.
News
Regulator Opens a Review of Merchant Payment Fees
A competition authority confirmed it had opened a review into interchange and processing fees, with no finding made at this…
Industry
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News
Copper Prices Signal Continued Manufacturing Demand
Copper held a recent range, and traders read the industrial metal's resilience as a signal that manufacturing orders remain firm.
News
Hiring Freeze Deepens Among Mid-Sized Technology Firms
A survey of recruiting firms found open technical roles down sharply year on year, with most paused postings concentrated in…
News
Retail Footfall Data Points to Softer Weekend Trading
Footfall across a sample of high streets came in below the comparable weekend, and sector analysts pointed to a shift…