Insights that cut
through the noise.

Henry Adams takes a look beneath the surface of markets, exploring rising rates, geopolitical tensions, tariffs and concentrated earnings growth as investors prepare for a more uncertain end to the year.

Government bond yields are surging to multi-decade highs as sticky inflation, high debt and slowing growth keep markets focused on the outlook for rates and fiscal policy.

Markets remain focused on rising oil prices and their impact on interest rates. Brent crude has climbed above $90 as tensions in the Gulf region intensify, reversing expectations of slower rate hikes following weaker-than-expected US jobs and wage data.

Following a split FOMC vote and stubborn inflation, Nigel Owen and Glen Stone explain why the market is now leaning toward a September hike rather than a cut.

In his weekly TS Pulse, Nigel Owen looks at how a brief spike in oil prices and shifting UK data are keeping markets on edge ahead of this week's central bank meetings, even as talk of de-escalation returns.

Henry Adams takes stock of a summer pulled in two directions at once - renewed Middle East tensions and AI-driven uncertainty on one side, resilient corporate earnings on the other.

Renewed military escalation in the Gulf has pushed oil and rate-hike expectations back up, even as softer US inflation and producer price data complicate the outlook, Nigel Owen writes in his weekly TS Pulse.

A quiet week for data gave way to fresh Iran-US hostilities. Nigel Owen runs through why markets are now pricing in hikes from the Fed, ECB, and Bank of England alike.

Nigel Owen reviews the Bank of England's latest Financial Stability Report, arguing that a resilient banking system is not the same as a predictable one, and why treasury teams should keep widening their routes to market.