BSIC

The U.S. housing market has slowed sharply, yet prices have refused to fall alongside it. Existing-home sales ran at an annualized pace of just 3.99m in September 2026, roughly 23%…

What happens to a large, advanced economy when it enters a full-scale military conflict? In 2022, Russia turned that theoretical question into a live case study of how a modern…

Credit investors are increasingly hedging their exposure to the AI boom. Weekly CDS trading volumes across seven AI-exposed companies rose from less than $2bn in July to over $9bn in…

Germany’s chemical industry, long the backbone of the country’s industrial base, is going through its deepest crisis in decades. Sales have fallen by around a fifth since 2022, and Germany…

US equities had their worst week since June as a clear Democratic sweep in Tuesday's midterms turned from a relief rally into a sharp unwind of the AI trade. The…

Europe has entered the 2026/27 winter with less gas in storage than at any point in more than a decade. The war with Iran then cut LNG exports from Qatar,…

US markets had a volatile week following higher than expected inflation leading to a large swing in intraweek Fed rate-hike expectations and renewed fears over AI valuations which weighed on…

The pharmaceuticals industry is characterised by one of the most extensive R&D processes in the economy. The productivity of the process has been a topic of intense discussion for close…

Until recently, Ulanqab was known mostly for potatoes. The prefecture sits 1,500 metres up on the Inner Mongolian plateau, about 350km from Beijing, and is cold for most of the…