Economic & Information Intelligence
Decoding global economic dynamics
Daily Brief
Today's alerts and summaries
AI Infrastructure Spending Drives Record Tech Earnings
Major cloud providers report unprecedented capital expenditure on AI infrastructure as enterprise adoption accelerates beyond expectations.
Fed Holds Rates Steady, Signals One More Cut in 2026
The Federal Reserve maintained its benchmark rate at 4.25-4.50%, with Chair Powell indicating data dependency will guide the path forward.
Weekly Analysis
In-depth analysis with podcast
The Commodity Supercycle Thesis: Evidence and Counterarguments
A comprehensive weekly analysis of whether the current commodity price environment constitutes a structural supercycle or a cyclical spike driven by supply constraints.
UK Economic Outlook: Six Years After Brexit, Where Do Things Stand?
Weekly analysis of the UK's economic trajectory, examining trade patterns, regulatory divergence, and the evolving relationship with the EU.
Reports
In-depth think tank format analyses
AI and the Global Economy: Productivity Gains, Labor Displacement, and Policy Responses
Comprehensive analysis of artificial intelligence's measurable impact on economic output, employment patterns, and the emerging regulatory landscape across major economies.
Kambelys Research
The Great Fragmentation: How Geopolitics Is Reshaping Global Trade
In-depth report on the reconfiguration of global trade networks, the rise of friend-shoring, and the economic costs of geopolitical alignment.
Kambelys Research
Latest Episodes
Listen to our analyses
Trade Wars 2.0: Navigating the New Era of Global Commerce
An in-depth discussion on the escalating trade tensions between major economic blocs and what it means for investors and businesses worldwide.
AI Gold Rush: Investment Boom or Bubble in the Making?
A candid conversation about whether current AI valuations are justified by fundamentals or if we're witnessing the formation of a speculative bubble.