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Why has the IMF revised its global growth forecasts?

17 October 2025

What’s driving the IMF’s more optimistic tone? The International Monetary Fund (IMF) has revised its global GDP growth forecasts in its latest World Economic Outlook, lifting its 2025 projection to…

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%,…

What has driven China’s ongoing deflation?

19 September 2025

China’s headline consumer price index (CPI) fell 0.4% year-on-year in August, slipping back into deflationary territory after a flat reading in July. Producer prices also dropped 2.9%, marking the 35th…

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…

What does a weak US jobs report mean for Federal Reserve rate cuts?

20 August 2025

How bad was the July US jobs reports? The July US non-farm payrolls report showed employment growth slowed sharply over the past 3-months, with just 73,000 net jobs added in…

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…

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…

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…

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