Features
Economics
European housing prices and rents
Purchase prices, rental indices and construction figures.
Economics
Schneider–PTC: the industrial data integration test behind the deal
Schneider’s proposed PTC acquisition links engineering data and operating software. Integration, financing and approval conditions shape the value test.
Banks
One equity market, two currency measures
One equity market, two currency measures
Global
Twenty-Five Years to First Delivery: What the KF-21 Boramae Milestone Means for South Korea's Aerospace Industry
The first mass-produced KF-21 Boramae reached the Air Force on Sept. 22, 2026, closing a 25-year indigenous fighter effort and opening the export question with Indonesia.
Enterprises
India's Cement Overhang: Capacity Is Being Built Faster Than Demand Can Fill It
Capacity additions of 115-125 mt over FY27-FY28 will outpace demand in India's cement industry, easing utilisation to 68-69% and testing pricing discipline.
Economics
The Triple Lock on Trial: Britain's 154 Billion Pound State Pension Promise Faces Its Toughest Budget Test
With the October 28 budget looming, the BCC, IFS and Resolution Foundation pile pressure on the triple lock, while 12 million pensioners bank a 4.8% April rise.
B2C
Streamflation Completes the Circle: The Ad-Free Streaming Stack Now Costs What Cable Did
Eight major ad-free streaming services cost $139.41 a month in September 2026 — within about $4 of the inflation-adjusted 2016 cable bill.
Economics
Russia Rewires University Admissions: Employer-Bound Target Places, 47,000 Paid Seats Cut and a New Quota Ladder
Russia's 2026 admissions cycle cut 47,000 paid places in economics, law and media, tied about 83,000 target places to named employers and regions, and rerouted unfilled quotas toward military families.
Enterprises
The Baikal's Final Stretch: Inside UZGA's Race to Certify and Replace the An-2
Rosaviatsia puts the LMS-901 Baikal type certificate in Q3 2027 and UZGA plans 69 aircraft by 2035 - the endgame of a seven-year An-2 replacement program with a from-scratch engine.
Economics
Britain's 'Lost Generation': The Milburn Review Puts a £125bn Price on Youth Worklessness
Alan Milburn's interim review warns one in six young Britons could be out of work and training within five years as NEETs pass one million and cost the economy £125bn a year.
Enterprises
Caterpillar Triples Its Power Bet: Gigawatt Data-Center Orders Rewrite a Machinery Company's Growth Plan
Caterpillar will triple large reciprocating engine capacity from 2024 levels, invest heavily in 2027-2029 and raise its 2030 targets to 6-9% annual growth as gigawatt-scale data-center, oil and gas orders push its backlog to a record $63 billion.
Global
The Fertilizer Front of the Iran War: Hormuz Closure and the 10-Billion-Meal Question
A third of world fertilizer trade runs through Hormuz; its closure has lifted prices 80% and threatens yields, credit and food security across 2026.
Economics
The Eco-Fee Coefficient: How Russia's 2026 EPR Rules Split One Packaging Market in Two
From 2026 Russian producers can cut their environmental fee with recycled-content coefficients, while Belarusian importers pay in full — a dispute now at deputy-PM level.
Global
South Korea Puts the President in the Chair: The 30-Million-Visitor Bet and the Overhaul Behind It
After a record 18.93 million foreign visitors in 2025, President Lee Jae Myung chairs the first tourism strategy meeting led by a president since 2019, targeting 30 million inbound visitors a year early.
Economics
The 5 Percent Circular: How Mass-Balance Accounting Turned Fossil Plastic Into 'Recycled' Packaging
Brands sell packaging as recycled while most of it stays fossil-based: pyrolysis oil, mass-balance credits and avoided-emission maths do the rest, a Guardian investigation found.
Economics
Silver's Industrial Squeeze: When Record Prices Meet Buyers Who Cannot Pay
Silver outran gold in 2025 and set fresh records in 2026, but solar and electronics buyers are starting to cut usage and substitute, testing the rally's limits.
Enterprises
The Year of the Obesity Pill: How Novo Nordisk and Eli Lilly Are Rewriting the GLP-1 Market
Oral Wegovy at $149-$299 a month and Lilly's coming pill turn 2026 into the year obesity treatment moves from weekly injections to daily tablets.
Enterprises
The Crown Changes Hands: BYD Overtakes Tesla as the World's Biggest Electric Car Seller
BYD sold 2.26 million battery-electric cars in 2025 against Tesla's 1.63 million, taking the annual EV crown as US subsidy withdrawal and brand backlash drove Tesla's second straight yearly decline.
B2C
The Next Billion: How Retail, Quick Commerce and Streaming Are Rewiring Small-City India
From Zudio's $10 sweaters to 10-minute delivery in Dehradun, companies are rebuilding products, logistics and content for India's price-conscious next billion consumers.
Economics
A Kind of 'Perfect Storm': Russia's Pulp and Paper Industry Counts the Cost of 2025
Ilim Group's chairman describes a 'perfect storm' in Russia's pulp and paper industry: narrowed markets, Chinese overcapacity, a strong ruble and a rate policy that blocks investment.
Global
Three Billion Dollars of Fish: How Russia's Seafood Trade With China Ended 2025
Russian fish and seafood exports to China reached $3 bln in 11M 2025, up 10%, on a record pollock catch, surimi growth and a herring surge, the Fish Union said.
Global
The Tungsten Race: How 2025 Turned a Cheap Industrial Metal Into a Strategic Queue
China's February 2025 tungsten export controls met a year of US financing letters, price-floor debates and bilateral minerals clauses aimed at building supply outside Beijing.
Enterprises
The Segment That Grew: Russia's Hotel Property Sets an All-Time Investment Record in a Cooling Market
Hotel property investment in Russia doubled to a record 27 bln rubles in 2025 (50-55 bln nationwide, +46%) while the wider commercial market fell about 35%, Kommersant reports.
Economics
The Goods Recession: How Tariff Frontloading Left U.S. Freight Facing a December Cliff
U.S. monthly imports fell below 2 million TEUs for the first time since March 2023 as tariff frontloading unwound, leaving ports, trucking and dock labor facing a structural reset of freight demand.
Economics
Record Price Tags: How Russia's Car Market Entered Winter 2025 at All-Time Highs
New and used car prices in Russia set all-time records in October 2025 as pre-hike buying, shrinking discounts and model shortages lifted the average new car to 3.43 million roubles.
Economics
In Search of New Markets: Record Russian Fertilizer Exports Meet a Falling Price Cycle
Russia heads for a record 45 mln t of fertilizer exports in 2025 as world prices fall, EU tariffs loom and Rabobank sees a prolonged demand slump.
Global
Record Month After Record Month: How New Liquefaction Capacity Made the US the Swing Supplier of Global Gas
US LNG exports hit an all-time 9.33 million tons in August 2025 as Plaquemines ramped up and Europe took two thirds of cargoes, LSEG data show.
Global
The 50% Letter: How a Tariff Threat Met a Disease-Scarced Orange Juice Market
Orange juice futures jumped nearly 40% in a month after the July 2025 Brazil tariff threat, landing on a market already scarred by citrus greening.
Economics
Russia's Industrial Development Fund Adds 20 Billion Rubles: How 3% Money Is Financing Machinery Import Substitution
In June 2025 Russia allocated another 20 billion rubles to the Federal Industrial Development Fund for 3-5% loans to 50 more manufacturers, with machinery first among priority sectors inside a 300-billion-ruble recapitalization plan running to 2030.
Global
The Rice Floor: Why Global Prices Stopped Falling and Why No Rebound Is Coming in 2025
After a third of value lost, rice prices hold in a $10 band around $390/t: Indian stocks, monsoon, rupee and the state procurement price form four anchors.
Global
If a Tree Falls in Canada: The Tariff Wall Closing on the North American Lumber Trade
Softwood duties rising to 34.45% and a possible extra 25% tariff meet a British Columbia forestry sector already crippled by its own regulatory tangle and a US housing deficit.
Economics
Blue Granaries: How China Is Building Marine Ranches to Feed 1.4 Billion People
China has built more than 180 national-level marine ranches, Shandong leading with 71, as automated cages, feeding science and ranch tourism turn the sea into a food security asset.
Banks
Barclays' £8.1 Billion Rebound: Record Pay, a £50 Billion Shadow and a Bank Refighting for Position
Barclays' 24% profit rise to £8.1bn in 2024 lifted CEO pay to £10.5m, even as a motor finance provision and a two-day outage tested the recovery.
Banks
DOM.RF Goes to Market: Inside the Planned Retail IPO of Russia's Housing Finance Institution
The Duma opened privatization of DOM.RF with the state keeping control; the government plans a retail-first IPO of 1-5% of shares worth up to 15 bln rubles.
B2C
Butter at 1,040 Rubles: How Russia's Most Expensive Staple Lost Its Cheap Shelf
Butter rose 25.9% year on year by October 2024 while its retail volumes fell; milk-fat hunger, the 2022 import hole and dead promotions explain the squeeze.
Enterprises
Fast Retailing Books a Third Straight Record Year and Bets Its Next Decade on the West
Uniqlo owner Fast Retailing posted record fiscal 2024 results, with revenue above 3 trillion yen and operating profit up 31%, as chief executive Tadashi Yanai targets number one in North America and Europe.
Banks
The Two-Speed Year of Russia's Non-Life Insurance: Kasko Booms, OSAGO Cools and Profits Hide a Currency Wound
H1 2024 non-life premiums grew 10% above 800 bln rubles on kasko's 22% surge, while OSAGO stalled and market profit fell 14.9% on currency revaluation.
B2C
Russia's 2024 School Uniform Season: A 10% Price Rise, Wide Regional Gaps and a Marketplace-Led Demand Boom
Fiscal-data and marketplace statistics from the 2024 back-to-school season in Russia show a 10% price rise in Siberia, sharp regional gaps and unit sales up to 2.5 times online.
B2C
Russia's Pharmacy Chains Return to Deals: How the Top 20 Took Two-Thirds of the Market
Top-20 pharmacy chains took 66.4% of Russia's retail drug market in H1 2024 as M&A returned: Rigla, April, Neo-Pharm and BSS all bought networks.
Enterprises
The Building-Materials Squeeze: Four Years of 70% Price Growth and a 5% Developer Margin
Building materials in Russia added about 15% in H1 2024 and nearly 70% over four years, pressing developer margins down to roughly 5% and forcing hedging ideas.
Economics
The South Took Power at Record Prices: How a Heatwave Stress-Tested Russia's Wholesale Electricity Market
In July 2024 southern Russia set nine daily records on the day-ahead power market as heat, outages and gas tariff indexation lifted the average price to 2.59 thousand roubles per MWh.
Economics
The 99.6 Percent Market: How Russia's Exchange Forex Trading Rebuilt Itself Around the Yuan After the June 2024 Sanctions
After OFAC sanctioned the Moscow Exchange and its clearing center in June 2024, the yuan took 99.6% of exchange forex trading while OTC volumes held steady.
B2C
The Golden Handcuff Market: How Lock-In Rates Pushed US Homebuyers Toward New Construction in 2024
US new-home sales grew 8.3% in March 2024 while resale fell 3.7%: the rate lock-in froze existing supply and builders won buyers with incentives and near-parity pricing.
Economics
The Eastern Polygon's Third Stage: Why Russia Is Rebuilding the BAM for a 270-Million-Tonne Decade
At the BAM's 50th anniversary Russia launched the third stage of BAM and Trans-Siberian development: continuous second routes, 300-plus sites and 270 million tonnes of Eastern Polygon traffic in ten years.
Enterprises
Russia's Titanium Champion Between Growth and Isolation: VSMPO-Avisma's 2024
VSMPO-Avisma's Q1 2024 revenue rose 13.4% while its financial result fell 34%, a snapshot of Russian titanium between tariff shields and closed Western markets.
B2C
Russia's Egg Market After the Price Shock: Six Months of Falling Output and a Stabilization Nobody Could Rush
Egg output fell 1.8% in Jan-Feb 2024 after a 1.6-fold price rise in 2023; duty-free imports, contracts and 15-year loans framed a slow recovery.
Enterprises
Russia's Grocery Retail Loses Speed: What the 2023 Top-10 Numbers Reveal About 2024
Top-10 FMCG chains grew 14.1% to 9.1 trln rubles in 2023 as inflation cooled: X5 accelerated while Magnit, hard discounters and hypermarkets lost pace.
Enterprises
The Night the .ru Zone Went Quiet: What Russia's January DNS Failure Revealed About the Internet's Deepest Layer
On January 30, 2024, .ru websites across Russia stopped opening; a DNSSEC infrastructure fault, a day-long fix and a three-week probe followed.
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Royal Mail restructuring: the test is reliable delivery
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