INSIGHTMarkets and EconomicsInsight
Higher for Longer Is Back
The Global Easing Cycle Is Going Into Reverse
ET&A Research · 21 September 2026 · 10 min read
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INSIGHTAfrica & Emerging MarketsInsight
Nigeria Is Rushing to Buy Dangote Refinery. But What Is It Actually Worth?
Africa’s largest IPO has captured the Nigerian public. The refinery is exceptional. The harder question is whether investors should buy it immediately.
A. Francis Ugbabe · 18 September 2026 · 19 min read
INSIGHTTechnology & InfrastructureInsight
The Biggest Risk to the AI Trade May Now Come From the AI Industry Itself
What happens to the companies built around an endless AI infrastructure boom if the companies developing AI decide they no longer want to move quite so fast?
ET&A Research · 18 September 2026 · 11 min read
INSIGHTMarkets and EconomicsInsight
The Oil Crisis Is Becoming a Shipping Crisis
The world is not simply running short of oil. Increasingly, the problem is getting the right barrels to the right place.
ET&A Research · 14 September 2026 · 9 min read
INSIGHTMarkets and EconomicsInsight
The Rate-Cutting Cycle May Be Over Before It Really Began
The Federal Reserve is increasingly expected to raise interest rates this week. The more important question for investors is whether this represents a one-off response to inflation—or the beginning of an entirely new market regime.
ET&A Research · 14 September 2026 · 8 min read
INSIGHTMarkets and EconomicsInsight
The Yen Carry Trade May Be Starting to Unwind
Japan’s rising interest rates are beginning to challenge one of the financial system’s most important sources of cheap funding. If the yen carry trade reverses too quickly, the consequences could extend far beyond Japan.
ET&A Research · 9 September 2026 · 10 min read
INSIGHTCompaniesInsight
Lululemon Shows Why Premium Brands Cannot Rely on Pricing Power Forever
Lululemon spent years proving that consumers would pay premium prices for athletic clothing. Its recent struggles show the other side of pricing power: a premium can disappear remarkably quickly when product differentiation and cultural relevance begin to fade.
ET&A Research · 7 September 2026 · 9 min read
INSIGHTMarkets and EconomicsInsight
China Is Recapitalising Its Financial System. What Is Beijing Worried About?
Beijing is injecting tens of billions of dollars into some of China’s largest banks and insurers. The more important question is not whether those institutions need capital, but why China increasingly needs a stronger financial system at precisely the moment households and businesses appear reluctant to borrow.
ET&A Research · 7 September 2026 · 12 min read
INSIGHTTechnology & InfrastructureInsight
Nvidia Is No Longer Just a Chip Company
Nvidia’s $13 billion acquisition of Hugging Face is the latest sign that Jensen Huang’s ambitions extend far beyond selling GPUs. Nvidia is gradually assembling almost every layer of the artificial-intelligence infrastructure stack. The question for investors is whether it is becoming the operating platform for the AI economy and whether that makes its extraordinary valuation more defensible.
ET&A Research · 7 September 2026 · 12 min read