Insights

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What has been the economic impact of Trump’s tariffs in 2025?

5 December 2025

What are the current US tariff rates? Following US President Donald Trump’s tariff announcements throughout 2025, the effective US tariff rate has risen from roughly 2.5% at the start of…

What has driven nuclear energy’s resurgence in 2025?

31 October 2025

Why is nuclear energy back in the spotlight? In 2025, nuclear energy has re-emerged as a central pillar of global energy policy. Once sidelined by safety concerns and cost overruns,…

How will banking deregulation impact the US economy?

24 October 2025

What’s changing in banking regulation under Trump and the Federal Reserve? The US Federal Reserve, with the support of the Trump administration, has proposed significant changes to post-2008 financial crisis…

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%,…

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…

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…

Defence stocks rocket on geopolitical uncertainty and new spending commitments

10 July 2025

How much have countries increased defence spending? Following US President Donald Trump’s repeated calls for allies to start pulling their weight in defence spending, the member countries in the North…

Trump’s “Big, Beautiful Bill” passes congress: But what does it mean for markets?

4 July 2025

When did Trump’s bill pass? Following the US senate’s 51-50 approval of Trump’s ‘Big, Beautiful Bill’ earlier in the week, the US house of representatives has also voted 218-214 last…

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…

US strikes Iranian nuclear facilities: Where to now for markets?

25 June 2025

Where has the US attacked? President Trump announced on Sunday that US forces have hit three Iranian nuclear facilities, including the uranium enrichment site at Fordow, which officials previously said…

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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