Charlie Parker and Eleanor Williams examine US vulnerabilities in global supply chains, in particular their dependence on Chinese rare earth and drug components. The hosts discuss the short-term risks and policy responses underway to reduce that exposure and where this may lead.

February ended with a sharp escalation in the Middle East that may have materially altered the risk landscape for global markets.

We kick off our American Empire series with a close look at why the US has remained a dominant and resilient global force despite vulnerabilities.

Charlie Parker and Eleanor Williams introduce our new series exploring whether the United States could be entering a period of decline.

Market volatility punctuated the start of 2026 and is continuing into February across all equity markets, with even the star of 2025, precious metals, not shielded from the storm.

The start of 2026 has seen a continued bout of volatility despite a largely positive backdrop for risky assets like shares.

Charlie Parker and Fahad Hassan examine how massive AI-driven investment has shaped 2025’s markets, concentrating gains in a handful of tech leaders and raising valuation and concentration questions.

It may be the start of the year, but investors could already be forgiven for feeling they have endured false dawns. Geopolitical anxieties have flared, markets have wobbled and steadied, and New Year optimism has met the stubborn realities of macroeconomics