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Letter from London

Insight at the intersection of London and the global economy. Kamal Ahmed’s weekly column, published every Thursday, decoding business, policy, and people in motion.
Rishi Sunak is giving advice to CEOs on AI. Here are his golden rules
EuropeRishi Sunak is giving advice to CEOs on AI. Here are his golden rules
By Kamal AhmedMarch 25, 2026
As war continues to rage, the World Economic Forum is the latest to postpone Gulf conference in Saudi 
Middle EastAs war continues to rage, the World Economic Forum is the latest to postpone Gulf conference in Saudi 
By Kamal AhmedMarch 24, 2026
An AI jobs apocalypse? The CEO of Tech Mahindra is not so sure
EuropeAn AI jobs apocalypse? The CEO of Tech Mahindra is not so sure
By Kamal AhmedMarch 19, 2026
AI is capable of remarkable feats. And has the power to kill. Meet one woman warning about the dangers ahead
EuropeAI is capable of remarkable feats. And has the power to kill. Meet one woman warning about the dangers ahead
By Kamal AhmedMarch 12, 2026
The President is surprised by the lack of European support for military action against Iran—he shouldn’t be
EuropeThe President is surprised by the lack of European support for military action against Iran—he shouldn’t be
By Kamal AhmedMarch 6, 2026
The world’s largest tech gathering is talking about ‘accountability laundering’: Here’s why we should christen them Words of the Year
AIThe world’s largest tech gathering is talking about ‘accountability laundering’: Here’s why we should christen them Words of the Year
By Kamal AhmedMarch 5, 2026
European markets slide as Iran ‘war trade’ joins the global AI ‘scare trade’
EuropeEuropean markets slide as Iran ‘war trade’ joins the global AI ‘scare trade’
By Kamal AhmedMarch 2, 2026
Performers in Morph suits on a football field pre-match
Europe‘I sell millions of Halloween costumes to Americans. Mr. President, here’s my takeaway from the wild tariffs ride’
By Kamal AhmedFebruary 26, 2026
It’s no time to go quiet on sustainability. Just ask beauty giant L’Oréal
EuropeIt’s no time to go quiet on sustainability. Just ask beauty giant L’Oréal
By Kamal AhmedFebruary 19, 2026
The CEO of Capgemini has a warning: You might be thinking about AI all wrong 
EuropeThe CEO of Capgemini has a warning: You might be thinking about AI all wrong 
By Kamal AhmedFebruary 12, 2026
Sam Altman should take Niklas Östberg’s number: What the Delivery Hero founder doesn’t know about going public and shareholders isn’t worth knowing
EuropeSam Altman should take Niklas Östberg’s number: What the Delivery Hero founder doesn’t know about going public and shareholders isn’t worth knowing
By Kamal AhmedFebruary 6, 2026
Oracle billionaire Larry Ellison’s next big bet: Redefining how long–and how well–we live
MagazineOracle billionaire Larry Ellison’s next big bet: Redefining how long–and how well–we live
By Kamal AhmedFebruary 3, 2026
Struggling to remain relevant during the AI watercooler chat? Talk about your latest ‘new collar’ hire
EuropeStruggling to remain relevant during the AI watercooler chat? Talk about your latest ‘new collar’ hire
By Kamal AhmedJanuary 29, 2026
Ray Dalio says CEOs mourning the rules-based order must accept that change is here for good
NewslettersRay Dalio says CEOs mourning the rules-based order must accept that change is here for good
By Kamal AhmedJanuary 22, 2026
I have been coming to Davos for 16 years. I have never seen such a crisis in U.S./European relations
CommentaryI have been coming to Davos for 16 years. I have never seen such a crisis in U.S./European relations
By Kamal AhmedJanuary 19, 2026
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Economy
Jerome Powell says the $39 trillion national debt is ‘not unsustainable,’ but warns the trajectory ‘will not end well’placeholder alt text
By Fortune EditorsMarch 30, 2026
Energy
Markets cheer as Trump threatens to abandon Iran war, but Jamie Dimon sides with allies: ‘Win this thing and clean up the straits’placeholder alt text
By Fortune EditorsMarch 31, 2026
AI
A man used AI to call 3,000 Irish bartenders to track the cost of Guinness. Now pubs are lowering their prices to competeplaceholder alt text
By Fortune EditorsMarch 30, 2026
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