Intelligence Pillar
How macro forces — trade policy, regulation, central bank decisions, and geopolitics — reshape business strategy. Covering the G20, IMF, World Bank, central banks, and major regulatory shifts globally.
Cluster Topics
How Fed, ECB and Bank of England decisions affect your balance sheet.
How to map your commercial exposure to the major geopolitical risk vectors.
The regulatory shifts redrawing global trade flows and supply chains.
Major policy shifts across the G20 that affect how business is conducted.
How energy price volatility and commodity cycles affect business strategy.
The regulatory and commercial forces making ESG a strategic imperative.
Latest Analysis
Rates settled high, and a wall of low-coupon debt is repricing upward. The executive guide to the new cost of capital, hurdle rates, and refinancing in 2026.
6 min read · 8 Jul 2026Cheap money, open trade, cheap energy, and light regulation — all four reversed in 2026. The executive's guide to the new macro-and-policy terrain.
6 min read · 1 Jul 2026Brent near $93–$105 and the Strait of Hormuz still all but shut — not a geopolitical headline, but a live commercial risk for any energy-exposed business.
5 min read · 11 Jun 2026The DMA, AI Act, and the EU's sovereignty push are now in hard enforcement — and colliding with Washington. What it means for business in 2026.
6 min read · 11 Jun 2026The Intelligence Brief
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