Insights

Market intelligence and strategic insights from our strategists.

Can Washington contain the rising cost of US debt?

11 September 2026

Why has America’s debt burden become harder to ignore? Warnings about US government debt are hardly new. What has changed is the price of carrying it. The US debt stock…

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…

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