Markets, monetary policy, investment and the global economy.
Anup Bagchi will become HDFC Bank’s first externally appointed chief executive as quarterly profit growth remains modest. The handover tests whether fresh leadership can improve performance without disrupting a vast banking franchise.
18 October 2026 · 2 min readThe world economy has absorbed repeated shocks, but the IMFC says wars, expensive energy, rising yields and rapid technological change are concentrating risk in countries with the least room to respond.
17 October 2026 · 2 min readChristine Lagarde’s assessment that higher long-term yields will damp inflation highlights how markets can do part of a central bank’s work—while creating new risks for borrowers and governments.
17 October 2026 · 3 min readUS borrowing costs have reached their highest level in nearly three years, discouraging both buyers and existing owners from moving and deepening a market already constrained by limited supply.
17 October 2026 · 3 min readThe all-cash acquisition shows why investors increasingly value control over corporate data—not only perimeter defence—as a strategic requirement for deploying AI agents.
16 October 2026 · 3 min readThe UK economy beat expectations in August, but its reliance on a narrow cluster of knowledge-intensive services makes diffusion—not one strong sector—the crucial test for productivity and public finances.
16 October 2026 · 3 min readA proposed move from emerging-market to standalone status has sent Indonesian shares sharply lower, showing how opacity and weak enforcement can translate directly into capital flight risk.
16 October 2026 · 3 min readWith diesel markets tight, the IEA is accelerating more than 20 million barrels of product stocks—shifting crisis management from broad crude releases toward specific fuel bottlenecks.
15 October 2026 · 3 min readA 39,300 fall in employment and a rise in unemployment to 4.7% point to a softer Australian labour market, but statistical volatility means policymakers cannot treat one month as a decisive turning point.
15 October 2026 · 3 min readUS authorities imposed more than $1.21 billion in penalties on Bank of America over anti-money-laundering and sanctions failures. The enforcement action shows that transaction monitoring, customer data and escalation capacity are not back-office costs but core controls in a global bank.
15 October 2026 · 3 min read