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Premium · Institutional reports

One-off PDFs or unlimited via Professional / Institutional.

Individual reports are priced from £99. Professional and Institutional subscribers receive all current reports plus the monthly bespoke research at no extra cost.

One-off£99–£249 PDF · instant access · 12–20 pages
ProfessionalAll current reports included · £24/mo
Institutional1 bespoke report per month · £499/mo
Bespoke research

Institutional-grade
macro reports.

In-depth macro and sector research produced to institutional standard — written by a CFA candidate with MSc Financial Analysis. Available as one-time PDF downloads. Each report: 12-20 pages, fully referenced, with trade implications and scenario analysis.

Available now

Current reports.

Downloadable PDF reports with full analysis, data, and trade scenarios.

UK Gilt Market Outlook: H2 2026

📄 14 pages 📅 May 2026 ⏱️ 15 min read
  • BoE policy path
  • 2s10s dynamics
  • Sterling interaction
  • 3 trade scenarios
£149
Buy report — £149

Table of Contents:

  • Executive Summary
  • UK Macro Overview: Inflation & Growth
  • Bank of England: H2 2026 Rate Path
  • Yield Curve Dynamics (2s10s Analysis)
  • Sterling Impact on Gilt Returns
  • Trade Scenario 1: Aggressive Rate Cuts
  • Trade Scenario 2: Sticky Inflation
  • Trade Scenario 3: Recession Risk
  • Positioning Recommendations

Commodities Super-Cycle: Positioning for 2026-2028

📄 16 pages 📅 May 2026 ⏱️ 20 min read
  • Energy transition demand
  • Supply constraints
  • China demand
  • 4 commodity plays
£149
Buy report — £149

Table of Contents:

  • Executive Summary
  • The New Commodity Cycle: Structural Drivers
  • Energy Transition & Critical Minerals
  • Supply-Side Constraints Across Metals & Energy
  • China's Role: Demand Recovery or Slowdown?
  • Play 1: Copper & Electrification
  • Play 2: Natural Gas as Transition Fuel
  • Play 3: Gold as Monetary Hedge
  • Play 4: Agricultural Commodities & Climate Risk
  • Portfolio Construction & Risk Management

Fed Pivot Playbook: Asset Class Implications

Coming June 2026
📄 12-15 pages 📅 June 2026
  • Fed rate path
  • Equity sector rotation
  • Bond duration
  • FX & EM implications
£129
Subscriber benefit

Paid subscribers get 30% off every report.

Use code SUBSCRIBER at checkout.
Paid tier: £9/month — cancel any time.

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What's inside

Every report
includes.

A consistent structure so you know exactly what you're getting.

📋

Executive Summary

2-page overview with key findings, trade recommendations, and risk scenarios.

🌐

Macro Backdrop Analysis

Detailed examination of the macroeconomic environment driving the investment thesis.

📈

Trade Recommendations

Specific trade ideas with entry, target, and stop-loss levels, plus position sizing guidance.

⚠️

Risk Scenarios

Stress-testing and scenario analysis to quantify downside risk and identify key triggers.

Custom research

Need a bespoke
report?

We produce bespoke macro research for IFA practices, family offices, and fintech companies. Tailored to your specific requirements, from £500 per report.

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