Insights

Market intelligence and strategic insights from our strategists.

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…

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…

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…

Federal Budget Update 2025-26

27 March 2025

With a Federal Election anticipated within the next two months, the Government has introduced a strategic package designed to bolster voter confidence rather than implement substantial reforms. Revenue gains have…

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