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Help to Buy 2.0 - treating the symptom, not the disease.

Sep 27, 2026

A revival would be instant good news for housebuilders, but will it actually get Britain building?

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The AI Jobpocalypse: Fact or Fiction?

Sep 26, 2026

Half a million jobs gone in 2026. Every company has a reason. The question: are they telling you the truth?

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Bond markets in US, UK & Japan hit multi-decade highs... coincidence?

Sep 25, 2026

Brent back at $105, BoE talks hikes, GS earns $200m from Situational Awareness & Meta continues to rip.

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Elizabeth Holmes & the Illusion of Control

Sep 24, 2026

Markets' "broad rally" meets reality!

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The Breakout?

Sep 23, 2026

Nasdaq Notches Record High + The Tech Engine

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The Confession

Sep 22, 2026

Novo’s Reality Check + The $85k Bitcoin Breakeven

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The Big Question: Does Hormuz Reopen?

Sep 21, 2026

Forget picking a number. GS has three scenarios: $85 base case, $120+ if disruption grinds on or $60s if supply recovers.

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Crypto is ripping. The Fed is hiking. One of those things isn't supposed to happen... 🤯

Sep 19, 2026

Friyay: BTC & ETH up big while FTSE 100 falls

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The UK consumer is fine. But is the BoE about to change that?

Sep 18, 2026

Next upgraded profits again + the MPC held rates for the sixth meeting in a row.

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Is housebuilding thriving and dying at the same time?

Sep 17, 2026

Kier + Barratt Redrow + MJ Gleeson may be the clearest picture yet of where UK construction capital is actually going.

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The Signal & The Story

Narrative-driven market commentary, without the jargon. Twice a week from James Lea, co-founder of CorpCast.

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