Market Insights

In-depth insights on market events and major trades

Tokyo’s trillion debt is lowering yields

Instead of a "fiscal dove" sell-off. The 10-year Japanese Government Bond yield has retreated to 2.19% a one-month low as the market bets that Takaichi’s supermajority actually provides the political stability needed to manage Japan's gargantuan debt without a total meltdown.

12 Feb 2026, 08:55
Japan economy

United Kingdom Between inflation and unemployment

The UK economy is currently caught in a classic squeeze. On one side, the labor market is finally showing the cracks that high interest rates were designed to create. On the other, inflation remains a stubborn guest that refuses to leave quietly, leaving the Bank of England with very little room to maneuver.

11 Feb 2026, 08:39
U.K. economy

Rising balance sheet, what to expect from Warsh

When President Donald Trump nominated former Federal Reserve governor Kevin Warsh to lead the U.S. central bank, markets immediately tried to answer a familiar question: is he a hard-liner inflation hawk, or a closet dove willing to cut rates when growth wobbles?

10 Feb 2026, 08:56
Fed_42

Fed focus swings back to inflation as jobs data lose urgency

With the US labour market showing tentative signs of stabilization, investors and policymakers are turning their attention back to inflation — and this week’s jobs and price data may determine whether interest-rate cuts are delayed further.

10 Feb 2026, 08:17
US Inflation 2026

Central bank gold buying cooled in 2025 but stayed far above historical norms

Central bank demand for gold eased last year as higher prices tempered purchases, yet buying levels remained structurally elevated, underscoring gold’s role as a strategic reserve asset amid persistent geopolitical and economic uncertainty.

4 Feb 2026, 07:51
Central bank gold buying

Apple earnings in focus as memory costs threaten margins

Apple Inc. heads into its earnings report under pressure, with investors increasingly focused on how a sharp and sustained rise in memory prices is eating into margins. The stock has fallen more than 10% from its December peak, making it the weakest performer among the largest US technology companies as concerns mount over cost inflation heading into 2026.

29 Jan 2026, 10:04
Apple earning today

Fed meeting today as Trump says rates will “come down a lot”

The Federal Reserve is widely expected to keep interest rates unchanged this week, resisting mounting pressure from the White House as officials weigh stubborn inflation against signs of labour-market stabilization and renewed political scrutiny of the central bank’s independence.

28 Jan 2026, 07:03
Fed meeting today as Trump says rates will “come down a lot”

Why London sits at the heart of the global precious metals market

London’s dominance in global precious metals trading rests on an over-the-counter structure built for flexibility, plus centuries of institutional trust anchored by standardized “good delivery” rules that make bullion fungible across the world.

27 Jan 2026, 11:15
Why London sits at the heart of the global precious metals market

FTSE 100 falls as investors uncertainty on Central Bank decisions

FTSE 100 fell to its lowest level since November 25. Investors are cautious ahead of important central bank meetings that could signal tighter monetary policies in 2026.

9 Dec 2025, 11:30
UK Economy_3

US yields rise as market uncertainty builds

Gold dipped on Tuesday after U.S. Treasury yields rebounded, with markets taking a defensive position ahead of key economic indicators and the Federal Reserve’s policy announcement.

2 Dec 2025, 09:23
Fed Meeting-2