Insights

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What did Kevin Warsh’s confirmation hearing signal for the Federal Reserve?

24 April 2026

Kevin Warsh’s confirmation hearing to become the next chair of the US Federal Reserve was one of the most closely watched central banking events in years. Coming amid heightened political…

What could rising Japanese bond yields and yen intervention mean for markets?

30 January 2026

What is happening in Japanese bond markets? Long‑term Japanese government bond (JGB) yields have surged to levels unseen in decades. Japan’s 40‑year yield recently crossed 4% for the first time…

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…

How are higher bond yields impacting Japanese financial markets?

10 October 2025

Why are Japanese bond yields rising? After nearly a decade of ultra-loose monetary policy and near-zero interest rates, Japanese government bond (JGB) yields have risen to their highest levels in…

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…

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…

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