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Opinion

  • Claude was the nice guy of AI – what changed?

    May 20, 2026

    The narrative around Anthropic’s Claude, initially perceived as the “ethical AI company,” has recently shifted due to concerns over perceived hypocrisy, aggressive ambition, model degradation, platform restrictions, and vendor lock-in risk, causing customers and developers to seek alternatives, says Lewis Liu “You really feel like Claude is a real person that you are interacting with [...]

  • America wants what Britain does best: Creativity

    May 20, 2026

    From where I’m standing in LA, “Made in Britain” isn’t a weakness. It’s a selling point. We've got to talk up our creative industries more.

  • Conservatives have the right diagnosis, but can they cure Britain’s ailments?

    May 20, 2026

    Mel Stride has set out his vision for the economic future of the UK, Matthew Bowles gives his analysis Westminster has spent much of the past week discussing the emergence of a supposed “Burnham premium” on British borrowing costs – the suggestion being that the mere prospect of Andy Burnham returning to national politics could [...]

  • Are we in the calm before the economic storm?

    May 20, 2026

    There is a palpable sense of being in the calm before the storm. Thanks to the backward-looking nature of most economic data releases, we’re being fed glimpses of the gathering gloom. The latest GDP growth data from the ONS covered Q1 and came in at a respectable 0.6 per cent. However, it has been widely [...]

  • Billionaire exodus should not be UK’s headline concern

    May 20, 2026

    Billionaires are good for headlines, but it's what's happening lower down the corporate food chain that interests Susannah Streeter.

  • The Square Mile gets its fourth City Minister – could it soon get its fifth?

    May 20, 2026

    Four City minsters later, in this week’s column Samuel Norman takes a look at the blow to the Square Mile from the latest reshuffle. Also on the agenda: Revolut’s plans for the high net worth faces off with ambitions of incumbents. “Look for the girl with the sun in her eyes…” So goes the lyrics [...]

  • Rejecting affordable homes means Peckham will get no homes

    May 19, 2026

    Southwark council has rejected the redevelopment of the low-rise Aylesham shopping centre on the basis that it did not include enough affordable homes. This completely misses the point, says Jeremy Driver London has England’s most acute housing shortage: the average rent for a one-bedroom flat is now around £1,500 a month, and the average home [...]

  • Inflation, not Andy Burnham, is the culprit behind high Gilt yields

    May 19, 2026

    Gilt Yields have more to do with inflation than the future of the Labour Party, says Tomasz Wieladek The debate about the future of the Labour Party’s leadership has revived a familiar narrative: that high Gilt yields are the verdict of financial markets on prospective changes to the government’s fiscal plans. The implication is that [...]

  • Markets have entered negative gamma – buckle up

    May 19, 2026

    Dealers are forced being to buy rallies and sell dips, increasing volatility. That should serve as a warning. Although markets currently appear calm and resilient, beneath the surface they are becoming more fragile, says Helen Thomas Markets are entering a profoundly unstable moment for the global price of risk. The supply shock emanating from the [...]

  • The absolute insanity of the SNP’s plan to cap the price of food

    May 19, 2026

    The political drama (or farce) of Westminster politics will dominate the news agenda for the rest of the summer. The high-stakes Makerfield by-election next month will be followed by a Labour leadership election – or, possibly, a coronation – leading to a change of Prime Minister and an entirely new policy agenda. The consequences of [...]

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