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Stability at Any Price: Nabiullina's High-Rate Gamble
Russia’s Central Bank raised its key interest rate to a two-decade high of 21% in late 2024 after a surge in inflation. Since then, it has pursued a policy of monetary easing, with the cut from 14.5% to 14.25% on 19th June marking the ninth consecutive cut. This has surprised some analysts, who were expecting a 50-basis-point cut. More broadly, it reflects the cautious approach that Elvira Nabiullina, Governor of the Central Bank of Russia, has taken toward the economy, with
Ethan Harvey
1 day ago6 min read


The AI... Bubble?
“We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.” – Roy Amara, Stanford computer scientist. Dotcom, housing, crypto, and now, AI. The Fastest Scaling in History An asset bubble is a period where the price of an asset skyrockets beyond its intrinsic value before violently crashing. They have plagued economies for centuries. The artificial intelligence industry has experienced what is considered the fastest techn
Eimear Kelly
Jun 265 min read


Sinners and the Political Economy of Money
Despite not having won Best Picture or Best Director at the 2026 Oscars, I have no doubts that Ryan Coogler’s Sinners will stand the test of time as one of the greatest cinematic achievements of the 21st Century. In a media landscape saturated with franchises, reboots, and sequels, Coogler’s original genre-bending film about a black community in the Jim Crow south, who find their newly-established juke joint and promise of emancipation devoured by undead vampires, is both inc
Andres De Miguel
Jun 710 min read


Lessons from Entertainment’s Travails Under a Newer, Crueller Capitalism
If entertainment podcasts were to compete for the most mentions of “private equity”, Richard Osman and Marina Hyde’s The Rest is Entertainment would be the uncontested victor. Ostensibly a show about “what’s hot” in entertainment, it seems almost every week the hosts cannot help but launch into a discussion of the financial and political movements lurking beneath the surface. But why is a podcast about entertainment constantly talking about tax regimes and antitrust laws? Th
Deiniol Brown
Apr 274 min read


AI's Potemkin Profits
It’s very easy to get attention in business news by printing a headline with words to the effect of “Leading Investor X Warns of Impending Recession”, “InvestWithUs CEO Thinks Current Market is A Bubble”, or my personal favorite: “Michael Burry Just Sold All His Stocks.” The fact you’re reading this is somewhat proof of this. In a shockingly high number of cases, these events never materialise, at least not in the way they were predicted to, and we’re rarely called out on ou
Sebastian Smith
Oct 20, 20255 min read


Labour’s Growth Dilemma: Policies for Progress or Barriers to Business?
Illustration by Will Allen/Europinion In the Labour Party’s manifesto entitled ‘Change’, Keir Starmer declared that kickstarting economic...
George Wallace
Mar 12, 20254 min read


Bullish Texan Republicans Set Their Sights on the Stock Market
Illustration by Will Allen/Europinion Lately, business in Texas has been riding high. Seismic shifts are underway in corporate America...
Xavier Fletcher
Mar 11, 20253 min read


DeepSeek: The New Kid On The AI Playground
A new AI has emerged, capturing global attention and making waves across industries. DeepSeek, a China-developed chatbot, is proving to...
Foteini Garyfallidou
Feb 5, 20253 min read


How to Mobilise European Capital
Digitalisation, decarbonisation and deglobalisation are the three key pillars to the next investment surge. McKinsey & Company estimated...
Louis Gilmore
Feb 1, 20253 min read


Japan Enters a New Corporate Age
Coverage of Japanese companies, such as 7-Eleven and FujiSoft , is a welcome sight. It signals renewed optimism from investors and...
Louis Gilmore
Nov 26, 20244 min read
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