Weekly Reading List – 12th of February

This week’s reading list reflects a shift toward discipline over momentum across markets and society. China is tightening oversight in an effort to engineer a “slow bull”, while global strategists point to an environment shaped by selectivity rather than broad-based risk taking. Gold’s surge past US$5,000 highlights renewed demand for defensive assets as technology stocks come under pressure, and inflation continues to quietly reshape how households spend and save. Beyond markets, deeper structural changes are unfolding. Millions are opting out of buying new altogether, oral GLP-1 treatments are beginning to disrupt the obesity-drug market, and scrutiny is growing around whether biodiversity policy is delivering measurable outcomes. These developments point to a broader reassessment of value, resilience and long-term progress across the global economy