BIL INVESTMENT INSIGHTS

Written 17 July, noon. Market Snapshot Markets faced competing headwinds this week: tensions in the Middle East and growing scrutiny of the AI theme, particularly chipmakers. In the Middle East, the US continues to strike Iranian infrastructure, while Iran has retaliated by targeting US bases...

Written 17 July, noon. Market Snapshot Markets faced competing headwinds this week: tensions in the Middle East and growing scrutiny of the AI theme, particularly chipmakers. In the Middle East, the US continues to strike Iranian infrastructure, while Iran has retaliated by targeting US bases...

  Geopolitical tensions returned to the forefront of financial markets last week. After tankers were reportedly targeted in the Strait of Hormuz, the US launched a new round of strikes against Iran on Tuesday, and revoked a licence that had allowed the country to export...

Central bank communication was a key market driver last week, with several officials taking the mic. Stateside, Richmond Fed President Tom Barkin warned that US inflation remains "too high" and reiterated his support for a moderately restrictive monetary policy stance. Speaking at the Aspen Ideas...

Written as of 19 June. Please note that there will be no Weekly Newsletter on 29 June.   At the first FOMC meeting under Chairman Kevin Warsh, the US Federal Reserve left interest rates unchanged at 3.50%–3.75%, but adopted a more hawkish tone. The dot...