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strategyland.ukResearch notes, macro analysis and market commentary from the Strategyland research team.
All humanoids are robots, but not all robots are humanoids
Shanghai Stock Exchange to review Unitree Robotics' IPO for STAR market listing. The Hangzhou-based firm targets a 42 billion yuan valuation with 60% gross margins and 90% self-developed components.
A 4x increase in average daily price moves reshapes the energy derivatives market
Since Feb 27, 2026, WTI average daily moves surged to $8.23/bbl from $2.10/bbl. Implied volatility remains elevated, compressing hedge ratios and widening spreads across the complex.
Previous notes from the research desk
The BoE halved its 2025 growth forecast to 0.75% from 1.5% and cut rates. 629,000 tracker mortgage holders see an immediate £29/month saving, while the fixed-rate market repositions.
Bloomberg forecasts AI-related capital spending by hyperscalers will total $3.5 trillion over five years - more than triple the 2023-25 total. Open AI's Stargate program alone targets $500 billion.
Despite rumours of reclassification, gold remains outside HQLA under Basel III. Yet 30% of central banks plan to increase holdings, adding 244 metric tons in Q1 2025 alone.
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