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Monetary Policy Divergent central-bank easing paths will be the dominant macro driver in 2026. While the Federal Reserve is projected to deliver a cumulative 25-50bps of cuts, the Bank of England is likely constrained to around 75bps, reflecting persistently sticky services inflation that remains above target. This asymmetric easing cycle should place downward pressure on the U.S. dollar while keeping UK financial conditions relatively tight. The resulting policy divergence s

What Happened? On the morning of Saturday, January 3rd, millions of people around the world awoke to the extraordinary news that the United States military, acting under the authority of President Donald Trump, had launched a coordinated operation resulting in the capture of Venezuelan President Nicolás Maduro. The development followed weeks of escalating diplomatic and media tensions between the two states and their respective leaders. President Trump had repeatedly accused

How the Netherlands’ 2025 election can restore EU stability, and boost green investment Executive Summary Following the collapse of the coalition government, the Netherlands headed to the polls on Wednesday. Going into the elections, many expected the far-right, anti-Islam Freedom Party (PVV) of Geert Wilders to come out on top, after it pulled out of the coalition in June over immigration disputes. By Thursday morning, however, it became clear that the liberal D66 party was

Executive Summary ITV is entering 2026 in a stronger position. The UK advertising market is forecast to grow by a healthy 5-6%, with spending on digital ads growing even faster. A major boost will come from the men’s FIFA World Cup, which is expected to provide a significant, one-off uplift to traditional TV advertising. There is even a rumoured takeover by Sky, adding a potential layer of upside. Alongside this, ITV Studios remains the company's most reliable division, earni