Real-time macro, commodity and asset intelligence. Turning global news and market events into traceable signals for institutional markets.
London
Joined January 2020
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Permutable retweeted
Markets price an 81% chance of a Bank of England hike.
The ECB is expected to hold.
@PermutableAI's data shows why the two paths have split. disruptionbanking.com/2026/1… #BoE #ECB #Permutable
Permutable retweeted
European gasoil is up 98% since the conflict began. Brent is up 36%. @PermutableAI says the shock has moved into real yields.
#Permutable #Diesel #Rates
disruptionbanking.com/2026/0…
Permutable retweeted
Emerging markets are bearing renewed #inflation better than their DM counterparts, according to alternative sentiment indicators from @PermutableAI. Read more in our newsletter: eu1.hubs.ly/H0xN9zh0
Permutable retweeted
Hawkish sentiment rises at 12 of 14 major central banks, @PermutableAI AI data shows. Policy outlook has shifted where rates have not.
#CentralBanks #PermutableAI
disruptionbanking.com/2026/0…
Permutable retweeted
@PermutableAI 's sentiment indices flagged the shift in oil's war premium before Brent moved. Now the question is whether a ceasefire can actually unwind it.
disruptionbanking.com/2026/0…
#disruptionbanking #permutableai #oil
Permutable retweeted
The market asked for earlier visibility into macro pressure. We built our answer.
Permutable’s Global Macro Sentiment Indices are now live - tracking narratives across #inflation, policy, #FX, fiscal risk & #geopolitics - 90+ countries, 250,000 curated sources & 80+ languages.
Permutable retweeted
Permutable launches Global Macro Sentiment Indices to give institutional investors an earlier read on inflation, policy and FX risks via AI-native news signals.
#Macro #Investing
disruptionbanking.com/2026/0…
Permutable retweeted
I won’t say much more than this:
The only other time gold was down this much was at the bottom of 2008.
tavicosta.substack.com/p/seq…
Permutable retweeted
Europe can't treat AI like another tech trend.
@DadaJudith from @VisionariesVC believes the stakes are much bigger than that.
AI leadership is quickly becoming national leadership.
This is why Europe can't afford to sit this one out.
Permutable retweeted
VCs, founders and 'role models' launch initiative to ignite new culture of ambition in UK pathfounders.com/p/vcs-found… by @mikebutcher
Permutable retweeted
FX pass-through into the CPI basket is the exact mechanism this PredictNG market resolves on --- does Nigeria headline inflation cross 20% any month in 2026? May print: 15.93%. Trade the position --> predictng.com/markets/45d94b…
#Nigeria’s inflation problem is increasingly an FX pass-through story.
When the naira weakens, fuel, food and import-price channels can react before the CPI basket fully confirms the turn.
#Nigeria #FX #Inflation #EmergingMarkets
Permutable retweeted
Japan's interest rates remain far below those of the United States. The Bank of Japan (BOJ) held its policy rate at 0.75% through April 2026
However, the future is less certain for the #JapaneseYen and its #SafeHaven status.
disruptionbanking.com/2026/0…
Permutable retweeted
There is a big conversation happening right now about sovereignty in European AI.
However, Europe will only win if it is good enough to stand on its own.
Paris is quickly becoming one of the most exciting cities for AI in Europe, and the ecosystem behind it is growing fast.
@joinstationf is at the heart of that, led by GOAT @roxannevarza.
It's the world's biggest startup campus based in Paris, housing 1,000 early stage companies across 30 programmes, with startups raising an INSANE €1.5bn last year.
The companies coming out of there are not just French success stories:
@MistralAI, @huggingface, @amilabs and @dust_tt are competing at the highest level globally, and the talent pool that built them is now staying in Paris and building again.
What's coming out of Paris right now is putting European AI on the map 🔥
This quote was taken from my interview with Roxanne, which you can find wherever you get your podcasts.
Permutable retweeted
China plans to impose mining controls on certain strategic minerals to ensure supply security and protect the finite resources. bloomberg.com/news/articles/…
Permutable retweeted
BREAKING: UK waives some Russian oil sanctions, allowing imports of diesel and jet fuel processed in third countries from Russian crude
(most likely supply chain: imports of Indian refined products produced by processing Russian crude).
gov.uk/government/publicatio…
Permutable retweeted
This week, I was delighted to join the launch of a new AI lab in the UK: the @thomsonreuters-@imperialcollege Frontier AI Research Lab.
Academia, startups, investors and government are all pulling in the same direction on UK AI: pushing the frontier, spreading opportunity, building British 🇬🇧
