Market Insights

In-depth insights on market events and major trades

Who is buying U.S. Treasury debt now, and why it matters for yields

Foreign investors still finance a large share of U.S. Treasury debt, but private investors are replacing central banks. That shift could make yields more volatile.

Fed minutes show rate hikes are still possible, but September odds are fading

The July Fed minutes were hawkish, but the data released since the meeting has made a September rate hike much harder to justify.

Fed minutes will put the 9-3 split under the microscope as oil reaches $85

The Federal Reserve’s July meeting looked straightforward on the surface: rates stayed unchanged at 3.50%-3.75%. The vote underneath was anything but. Three policymakers wanted a rate hike, leaving a 9-3 split that showed how much disagreement had already been built inside the central bank. That is why the minutes matter more than usual. Investors already know who wanted to hike. What they do not know is why the other nine preferred to wait. Were they comfortable that inflation would continue t

Why the 30-year treasury yield just hit a 19-year high - and why inflation isn’t to blame

The 30-year US Treasury yield has climbed above 5.33%, reaching its highest level in 19 years, yet long-term inflation expectations have barely moved. That distinction changes the interpretation of the selloff.

Can gold beat the S&P 500 in 2026? Is the path to $5,000 clearer?

Gold has climbed almost 13% from its June low and is again approaching the levels needed to challenge the S&P 500’s 2026 return.

US-Iran ceasefire expires as Hormuz shipping disruption threatens Oil prices

The U.S.-Iran ceasefire framework has reached its deadline without producing the broader agreement markets were expecting. The 60-day memorandum expired on August 17, while negotiations remain stuck over sanctions, Iran’s nuclear program, military arrangements and, increasingly, the future of the Strait of Hormuz.

A 5.2% Treasury yield is complicating Trump tax-cut story

Washington sold $25 billion of 30-year Treasuries at a yield of 5.216%, the highest long-term borrowing cost since 2001. That is not just a technical milestone for the bond market. It is a reminder that the cost of capital across the entire financial system is moving higher at the same time policymakers are discussing measures designed to support investment and risk-taking.

Why are moving averages so popular for traders

Moving averages are one of the most popular technical indicators used by traders to identify trends and analyse price movements. This guide explains how moving averages work, the difference between SMA and EMA, and how they're used across different markets and trading strategies.

14 Aug 2026, 00:00

How to trade in global financial markets

Before placing your first trade, it's important to understand how global markets work, what influences prices and how to manage risk. This guide covers the main financial markets, how traders analyse price movements and the practical steps involved in getting started.

12 Aug 2026, 10:00

Yen bears are testing Tokyo again as policy and politics pull in opposite directions

Yen’s post-intervention rebound is fading, and investors are beginning to challenge Tokyo’s resolve once again. After the coordinated action by Japan and the United States in July, markets initially pulled back from aggressive short-yen positions. That caution is now disappearing. So far in August, the yen has been the only major G10 currency to weaken against the dollar, a sign that traders are rebuilding positions that had been reduced after the intervention.