Insights

Market intelligence and strategic insights from our strategists.

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…

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…

Takeover bid for Santos: What is the role of natural gas going forward?

20 June 2025

What is the offer for Santos (ASX:STO)? The Abu Dhabi National Oil Company (ADNOC), the state-owned oil company of the UAE, and led by its investment arm XRG, has made…

Moody’s cuts AAA credit rating for US debt

23 May 2025

Why has Moody’s downgraded US debt? Moody’s has lowered its credit rating for US government debt from AAA – the highest investment-grade rating – to AA1, joining Fitch Ratings and…

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…

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