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Nottingham Economic Review's Newsletter

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The Long and Short - Edition 35

In today’s edition, we examine why America’s $40tn debt mountain is testing investor confidence in US government bonds, how rising energy costs and the AI boom are creating new supply-side challenges for UK inflation and growth, and why Dangote Refinery’s potential $5bn listing could test whether African capital markets can finance their largest companies without relying on London or New York.

Aug 24, 2026

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3 min read

The Long and Short - Edition 34

In today’s edition, we examine why global bond yields are climbing as inflation, government debt and AI-related borrowing put pressure on long-term financing costs, how Japan’s weak GDP growth is exposing a pullback in corporate investment and cautious household spending, and why growing athlete investment is helping transform chess from a traditional board game into a commercially valuable sports asset.

Aug 18, 2026

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3 min read

The Long and Short - Edition 33

In today’s edition, we examine whether SpaceX’s record-breaking listing could signal the end of the global IPO drought, how war and climate change are driving a surge in shipping costs and exposing fragile global supply chains, and why rising private credit defaults are shifting financial risk towards insurers.

Aug 17, 2026

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3 min read

The Long and Short - Edition 32

In today’s edition, we examine how South Korea’s leveraged ETF boom exposed the risks of retail leverage and financial innovation, why Nvidia’s $21bn SpaceX stake reveals the increasingly interconnected financial structure of the AI industry, and how Europe’s extreme heatwaves are becoming a growing business and investment risk.

Aug 14, 2026

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3 min read

The Long and Short - Edition 31

In today’s edition, we examine how climate change is becoming an increasingly important economic and financial risk for governments and investors, why severe munitions shortages are exposing weaknesses in US defence production capacity, and how private equity exits are slowing as capital concentrates in fewer, larger deals and secondary markets become an increasingly important source of liquidity.

Aug 13, 2026

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3 min read

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