• Fed supply strains cloud inflation path

    Fed officials warn supply strains may prolong US inflation pressures. Higher energy, freight, and industrial input costs are deepening concern that inflation will remain stubborn, leaving borrowing costs elevated and corporate margins under renewed pressure.


  • US M&A deals of the month: April 2026

    April’s biggest US deals rewarded scale, infrastructure, and specialist capability. From building-products distribution to satellite networks and biopharma pipelines, acquirers backed assets that could extend moats quickly and hold up in volatile markets.


  • US M&A deals of the month: March 2026

    March brought fewer US deals, but larger and sharper ones. A small group of food, power, insurance, and pharma transactions defined the month, as boards pursued scale and resilience in a volatile market.


  • Octopus acquires majority stake in Uplight

    Octopus Energy acquires majority stake in Uplight for US expansion. The acquisition, in partnership with Schneider Electric, will address rising electricity demand due to data centres and electrification.


  • Corelight pushes agentic AI into SOCs

    Corelight is targeting repetitive security triage with transparent AI tools. The cybersecurity company said new agentic workflows can speed investigations while preserving an auditable trail of playbooks, evidence, and analyst actions.


  • Tariffs drive sharp fall in UK exports to US

    US tariffs trigger sharp drop in British exports to America. New trade barriers cut the value of UK goods shipped to the US by more than 10% in 2025, with clothing, footwear, artworks, and cars among the sectors recording the steepest declines.


  • US inflation expected to edge higher before Iran oil shock clouds outlook

    Reuters poll highlights expectations that February’s US inflation edged up. The estimate points to slightly firmer price growth before the Iran conflict pushed oil and fuel costs sharply higher, leaving March inflation and rate expectations more exposed to energy volatility.


  • US weighs investment-tied AI chip export rules

    Washington may tie AI chip exports to investment at home. The proposed framework would extend export-control scrutiny to allies, raising fresh questions for companies planning data centre buildouts, sovereign AI capacity, and long-term access to advanced compute.


  • February 2026 M&A Review: US edition

    February’s US dealmaking was defined by conviction rather than volume. A $110bn media merger, a $34.5bn cable consolidation, and major transactions in banking, medtech, and payments infrastructure revealed a market pursuing scale — with regulators, financing, and integration now central to execution.


  • UK and Trump discuss new tariff concerns

    UK engages with US over Trump’s tariff increase. The UK is negotiating with the US following President Trump’s decision to raise the global tariff rate to 15%. The UK had previously secured a 10% rate but is now affected by the increase.