Insights

Market intelligence and strategic insights from our strategists.

Why are US mortgage rates remaining high despite Federal Reserve rate cuts?

3 October 2025

What’s keeping US mortgage rates elevated? Despite the Federal Reserve’s recent interest rate cuts, including at its September 2025 meeting, US mortgage rates remain stubbornly high. Unlike credit cards or…

How is the Federal Reserve balancing its dual mandate?

24 September 2025

What was the Federal Reserve’s latest interest rate decision? The Federal Reserve cut its benchmark interest rate by 0.25% in September 2025, reducing it to a target range of 4-4.25%,…

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…

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…

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…

Stay Informed with Our Latest Insights

Join our distribution list to receive regular updates on market trends, strategic insights, and industry analysis directly in your inbox. Our expert strategists provide valuable perspectives to help inform your business decisions.

Market Intelligence

Regular updates on market trends and developments

Strategic Analysis

In-depth analysis of industry challenges and opportunities

Expert Insights

Professional perspectives from our strategic advisers