Ben Carter

Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.

Latest

Jan 14, 2026

Economy

December CPI Holds at 2.7% as Necessities Climb

Grocery, gas, and electricity costs rose as shutdown data quirks complicate readings, keeping the Fed cautious.

2 min read

Jan 13, 2026

Economy

The Next Commodity Supercycle: What drives it and who wins

Capital starvation and supply inelasticity are driving a structural transition from financial abundance to a new commodity supercycle.

34 min read

Jan 13, 2026

Historical Analysis

Japan’s Lost Decades: What global aging teaches

This report examines the structural drivers of Japanification and balance sheet recessions to help investors identify future global economic risks.

35 min read

Jan 13, 2026

Daily

China Export Controls, Demand Push Shift Markets

China’s 2026 agenda spotlights export controls and domestic demand, while Australia and Nigeria data reshape policy expectations.

6 min read

Jan 13, 2026

Deals

Nigeria Says 2025 Reforms Are Driving Foreign Inflows

Officials cite nearly $14bn inflows, rising non-oil exports, and SEZ gains, but warn portfolio dependence.

2 min read

Jan 13, 2026

Policy

November Spending Surge Puts RBA Back in a Tight Spot

ABS data showed demand resilience and Black Friday pull-forward, reviving February hike talk and pushing out cuts.

2 min read

Jan 13, 2026

Economy

China Bets on Domestic Demand as Fiscal Strains Persist

Beijing is prioritizing consumption via services and social coverage, but local funding strains may slow follow-through.

2 min read

Jan 13, 2026

Markets

China’s 2026 Playbook Makes Export Controls a Market Catalyst

Commerce Ministry scrutiny, highlighted by Meta’s Manus review, raises execution risk and discounts for cross-border tech M&A.

2 min read

Jan 12, 2026

Daily

Jobs Cool, CPI Steady, March Cut Back in Focus

Cooling hiring and tariff uncertainty meet steady 2.7% CPI, fueling risk rally and March-cut hopes.

5 min read

Jan 12, 2026

Policy

Tariffs Mute Inflation but Weaken Hiring as Uncertainty Lingers

With unemployment at 4.4% and manufacturing down 70,000 jobs since April, a Supreme Court ruling may reset sentiment.

2 min read

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