Insights

Market intelligence and strategic insights from our strategists.

What has driven China’s ongoing deflation?

19 September 2025

China’s headline consumer price index (CPI) fell 0.4% year-on-year in August, slipping back into deflationary territory after a flat reading in July. Producer prices also dropped 2.9%, marking the 35th…

What does the Google antitrust ruling mean for competition in the tech sector?

12 September 2025

Why did the court stop short of breaking up Google? In a landmark decision in the US antitrust case against Google, US District Judge Amit Mehta ruled that the company…

What did we learn from ASX reporting season?

5 September 2025

The ASX 200 rose 3% over the August 2025 reporting season, reaching record highs despite another year of declining corporate profits. This was driven by slightly better-than-expected earnings across much…

What were the highlights from the US second quarter 2025 earnings season?

28 August 2025

US corporate profits in the second quarter (Q2) of 2025 have proven resilient, with the S&P 500 reporting 12.9% earnings growth and 80% of results exceeding investor expectations1. However, results…

Why have US credit spreads fallen to multi-year lows?

22 August 2025

What’s been happening with US credit spreads? US credit spreads—the gap between US companies’ borrowing costs and US Treasury yields—have tightened to their lowest levels in over a decade1. Credit…

What does a weak US jobs report mean for Federal Reserve rate cuts?

20 August 2025

How bad was the July US jobs reports? The July US non-farm payrolls report showed employment growth slowed sharply over the past 3-months, with just 73,000 net jobs added in…

Why have emerging market bond yield premiums fallen?

1 August 2025

What’s been going on with emerging market bond yields? The spread between yields on emerging market (EM) government debt and US Treasuries has fallen to multi-year lows, amid concerns over…

How is AI impacting the Magnificent 7’s performance?

25 July 2025

How have the Magnificent 7 fared in 2025? The Magnificent 7 tech stocks, Nvidia, Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet, now account for around 35% of the S&P 500…

Will Trump undermine the Federal Reserve’s independence?

18 July 2025

Why does Trump want to replace Powell? US Federal Reserve Chair Jerome Powell has kept interest rates on hold at 4.25-4.5% at every meeting this year, stating at the European…

Defence stocks rocket on geopolitical uncertainty and new spending commitments

10 July 2025

How much have countries increased defence spending? Following US President Donald Trump’s repeated calls for allies to start pulling their weight in defence spending, the member countries in the North…

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