Nvidia is back in the consumer device game

For two years, AI investment has flowed almost entirely into data centres. Nvidia's new AI PC suggests that may be about to change. If AI moves onto our laptops and desktops, a whole new group of suppliers could benefit.

Transitory inflation is back… with another crash?

2022 was the worst year ever for investors. Central banks crashed stock and bond markets to rein in inflation. Now, inflation is back. What will central bankers do this time?

Oil will resurface from the Strait of Hormuz with the bends

Another day, another whipsaw in energy markets. But what if the real crisis comes after the Strait of Hormuz is reopened? Oil could yet surge higher…