BIL INVESTMENT INSIGHTS

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...

Sunday, 21 June marks the official start of summer here in the northern hemisphere. Yet, after an unseasonably warm spring, conditions have turned cooler and more unsettled. The question now is whether the early heat was the peak, or if a long, hot summer still...

Written as of 15 June,   After a volatile week, major US equity indices ended higher on Friday, supported by growing optimism around a potential US–Iran de-escalation. Indeed, over the weekend, the two sides reached an interim agreement to pause hostilities and reopen the Strait...

Written as at 5 June 2026   The record-breaking streak among chipmakers paused on Thursday after the outlook from a prominent player cast some doubt on the AI theme. This catalysed a broadening out in market ownership, before Friday’s strong jobs report fuelled bets that...