Jura Market Brief

The week in markets, through an institutional lens.

Every Monday we publish a short, considered read on the stories moving capital, what the evidence says, and how we read it at Jura.

Latest edition · Issue 13

W/C 20 October 2026

The rules behind the return. French sovereign risk, the UK capital gains tax debate, the FCA on AI, China's export-led growth, Ares's $2.9bn railcar deal and rising UK profit warnings all show that tax, regulation and contracts shape what reaches the investor.

01France's Political Crisis Reaches the Bond Market
02Why Healey Thinks a Higher Tax Rate Could Raise Less Money
03When Financial Information Starts to Look Like Advice
04China's Growth Has Accelerated but Exports Are Doing the Work

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Issue 12 · 13 October 2026

W/C 13 October 2026

Growth is holding up. The support beneath it is becoming more concentrated. AI debt, ASML's record quarter, Nvidia's narrowing lead in China, resilient US consumers, the UK inheritance-tax debate and Getty Images' restructuring all ask what growth is really built on.

The IMF Says Growth Is Holding Up as AI Debt Builds
Why the Death Tax Debate Matters Before a Policy Exists
ASML's Record Quarter Shows Where Europe Still Has Leverage

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Issue 11 · 6 October 2026

W/C 6 October 2026

Capital has not stopped moving, but companies are paying more attention to how it is raised. A weak US jobs report, the growth of private credit, BT's rescue of TalkTalk, Schneider Electric's $22.6 billion bid for PTC and KKR's $5.1 billion purchase of Gen II all ask whether the terms of capital leave enough room for a business to succeed.

A Weak Jobs Report Changes the Rate Debate Again
Why Growing Companies Still Pay More for Private Credit
TalkTalk Shows What Happens When the Service Works but the Capital Structure Does Not

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Issue 10 · 29 September 2026

W/C 29 September 2026

An AI incident channel between the US and China, record UK diesel prices, borrowing above forecast before the Budget, Meta's push into small business and AstraZeneca's $2 billion stake in Summit Therapeutics all raise the same question: who can absorb pressure, who can pass it on, and who is paid for carrying it?

The US and China Create a Channel for AI Incidents
What Two Pound Diesel Means Beyond the Forecourt
Borrowing Leaves Less Room Before the Budget

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Issue 9 · 22 September 2026

W/C 22 September 2026

The Federal Reserve's first rate rise since 2023, Apple's late entry into foldable phones, a consequential Bank of England bond decision, the proposed Paramount-Warner merger and a private-equity deal in industrial inspection all raise a similar question: what gives a business lasting value when capital is more expensive and competition is moving quickly?

The Fed Raises Rates for the First Time Since 2023
Apple Arrives Late, but Not Empty-Handed
The Bank of England Holds Rates, but Changes the Bond Timetable

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Issue 8 · 15 September 2026