Insights

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What do higher oil prices mean for the global economy?

16 March 2026

Why is the Strait of Hormuz so critical to global energy supply? The sharp rise in oil prices since the outbreak of conflict between the US, Israel and Iran reflects…

How did financial markets perform in 2025?

18 December 2025

Why did global equities rally despite tariffs and inflation? The S&P 500 surged more than 15% in 2025, marking its third consecutive year of double-digit gains. The rally was powered…

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…

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