Insights

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What did Kevin Warsh’s confirmation hearing signal for the Federal Reserve?

24 April 2026

Kevin Warsh’s confirmation hearing to become the next chair of the US Federal Reserve was one of the most closely watched central banking events in years. Coming amid heightened political…

Why has gold fallen amid heightened geopolitical tensions?

10 April 2026

Why has gold declined despite escalating conflict in Iran? Gold’s sharp pullback in recent months has confounded many investors. Traditionally viewed as a safe-haven asset, gold would normally be expected…

How has the bond market reacted to the conflict in Iran?

8 April 2026

The escalation of the conflict in Iran has sent a clear and forceful signal through global bond markets. Far from acting as a traditional “flight to safety,” government bonds have…

How will Germany’s fiscal shift impact Europe’s economic outlook?

23 January 2026

Germany’s decision to loosen its constitutional borrowing limits marks one of the most significant fiscal shifts in Europe in recent years. Under the original debt brake, the federal government was…

How did financial markets perform in 2025?

18 December 2025

Why did global equities rally despite tariffs and inflation? The S&P 500 surged more than 15% in 2025, marking its third consecutive year of double-digit gains. The rally was powered…

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…

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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