Market Insights

In-depth insights on market events and major trades

China turns to gold in bid for foreign reserves and global power

China is positioning itself as a custodian for foreign sovereign gold reserves through the Shanghai Gold Exchange (SGE). By encouraging partner nations to buy and store gold inside its borders, Beijing aims to expand its role in global finance, reduce reliance on the U.S. dollar, and strengthen its monetary influence. The strategy comes amid record central bank gold buying, geopolitical tensions, and gold’s surge above $3,700 an ounce.

24 Sep 2025, 08:47

China turns to gold in bid for foreign reserves and global power

Fed cut sparks higher mortgage rates and rising long-term yields

The Federal Reserve’s latest rate cut pushed the effective federal funds rate lower, but long-term Treasury yields and mortgage rates moved sharply higher. The steepening yield curve shows bond investors are more focused on inflation risks and heavy supply than on short-term policy guidance.

22 Sep 2025, 09:20

Fed cut sparks higher mortgage rates and rising long-term yields

Latin America’s role in the new global economic context

As geopolitics escalate and U.S. trade policy becomes increasingly protectionist, Latin America's combination of macroeconomic resilience, strong market performance, and deep commodity resources makes the region both a stabilizing influence and a beneficiary, although with significant policy and diplomatic implications.

3 Sep 2025, 08:36

Latin America’s role in the new global economic context

Fundamental review of U.S. stocks post-Q2 results

U.S. corporates posted broadly solid Q2 2025 results, with widespread beats on earnings and revenue. Yet elevated multiples and heavy market-cap concentration point to stretched valuations, even as U.S. equities have lagged several global benchmarks year to date.

3 Sep 2025, 07:55

Fundamental review of U.S. stocks post-Q2 results

Is the Federal Reserve's inflation fight over?

The Fed stands on the brink of a potential rate cut.

31 Aug 2025, 13:05

Is the Federal Reserve's inflation fight over?

The 10 strongest currencies in the world: ranking & analysis

What is the strongest currency in the world? When strength is viewed exclusively as a function of how much of another currency it can buy, the strongest currency is the one that will buy you the most of a reference currency.

18 Aug 2025, 11:00

The 10 strongest currencies in the world: ranking & analysis

Decoding the Mexican peso's remarkable strength against US pressure

Despite rising U.S.–Mexico tensions, the Mexican peso has continued to appreciate. Recent data suggest this move is not primarily driven by carry-trade dynamics; instead, the currency has been supported by Mexico’s macroeconomic stability, resilient growth outlook and proactive diplomatic positioning.

18 Aug 2025, 08:51