Market Intelligence Blog
Weekly commentary, deep dives and market education
Analysis
Why gold is the trade of 2026 — and how far it can go
Gold has now surpassed $3,200 per ounce. We examine the structural drivers behind the rally and whether it's sustainable beyond the short term.
14 Apr 20266 min read
Education
What the VIX is really telling you — and how to use it
The fear index is above 30 for the first time since 2022. Here's what that means historically, and how smart investors position around volatility spikes.
10 Apr 20265 min read
UK Markets
The FTSE 100's quiet resilience — and why it might be the contrarian play
While US markets have tumbled, the FTSE 100 has held up remarkably well. We look at why, and whether the UK market deserves more attention from global investors.
7 Apr 20265 min read
Crypto
Bitcoin at $84k — digital gold or risk asset?
Bitcoin's resilience during the latest equity sell-off has reignited the debate about its true nature. The answer may be more nuanced than either camp admits.
3 Apr 20264 min read
Macro
Fed vs markets: who blinks first in 2026?
The Fed has signalled zero cuts. Markets keep hoping for a pivot. History suggests this standoff has a clear resolution — but it might not be the one bulls are hoping for.
31 Mar 20267 min read
Education
Understanding the yield curve — and why it matters for your portfolio
The yield curve is one of the most reliable recession indicators in history. Here's a plain-English guide to what it is, what it's saying now, and what to do about it.
24 Mar 20266 min read
UK Markets
Is the Bank of England about to blink?
With UK CPI easing and the economy slowing, the BoE faces a difficult balancing act. We look at when the first cut might come and what it means for UK assets.
17 Mar 20265 min read