Insights

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Trump’s “Big, Beautiful Bill” passes congress: But what does it mean for markets?

4 July 2025

When did Trump’s bill pass? Following the US senate’s 51-50 approval of Trump’s ‘Big, Beautiful Bill’ earlier in the week, the US house of representatives has also voted 218-214 last…

July 9th tariff deadline approaches: What next for Trump tariffs?

2 July 2025

What’s the significance of July 9th for Trump’s policy agenda? On April 9th 2025, President Trump announced a 90-day pause on his country specific tariffs (excluding China), reducing them to…

US strikes Iranian nuclear facilities: Where to now for markets?

25 June 2025

Where has the US attacked? President Trump announced on Sunday that US forces have hit three Iranian nuclear facilities, including the uranium enrichment site at Fordow, which officials previously said…

Takeover bid for Santos: What is the role of natural gas going forward?

20 June 2025

What is the offer for Santos (ASX:STO)? The Abu Dhabi National Oil Company (ADNOC), the state-owned oil company of the UAE, and led by its investment arm XRG, has made…

How does Australian housing affordability stack up?

13 June 2025

How unaffordable is Australian housing? Australia’s average house price has passed $1 million for the first time ever in the March quarter of 2025, rising 0.7% as Sydney and Melbourne’s…

Why have the US dollar and government bond yields broken their correlation?

6 June 2025

What has happened to the USD and bond yields?  The US dollar and US government bond yields have typically tended to exhibit a positive relationship in recent years, as higher…

Why have Japanese government bond yields hit record highs?

30 May 2025

What has been going on with Japanese bond yields? Japan’s core inflation rate climbed at its fastest rate in more than two years in April, increasing to 3.5% year-on-year, above…

Moody’s cuts AAA credit rating for US debt

23 May 2025

Why has Moody’s downgraded US debt? Moody’s has lowered its credit rating for US government debt from AAA – the highest investment-grade rating – to AA1, joining Fitch Ratings and…

What are US Treasury Secretary Scott Bessent’s plans?

14 May 2025

What are US Treasury Secretary Scott Bessent’s plans?  While tariffs have been grabbing all the headlines, US Treasury Secretary Scott Bessent has recently added more colour to the administration’s broader…

How are regulators approaching private credit?

2 May 2025

What is private credit? Private credit refers to any debt financing that occurs outside traditional markets, with funding typically provided by non-bank financial institutions, such as asset managers. These asset…

Industry super funds experience cyber-attack: What should you do?

30 April 2025

Who was affected? On Friday April 4th, criminals hacked into thousands of industry and retail superannuation accounts, with up to 9,000 accounts compromised, but only AustralianSuper experiencing member losses with…

Trump criticises Powell: But can the Federal Reserve cut rates?

23 April 2025

What have Trump and Powell said about rate cuts? Late last week, US President Donald Trump called on Federal Reserve Chair Jerome Powell to cut rates after the European Central…

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