Insights

Market intelligence and strategic insights from our strategists.

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…

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…

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…

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…

Liberation day rattles investors: How will Trump’s new tariffs affect global markets?  

7 April 2025

On April 2nd in Washington, US President Donald Trump announced a baseline 10% tariff on all exports to the US, and higher tariffs on 60 countries that are the biggest…

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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