BIL INVESTMENT INSIGHTS

Strong earnings from a leading AI company lifted tech firms, and helped both the Nasdaq and the S&P 500 close the week higher, but smaller-cap stocks underperformed. European equities were broadly unchanged overall. Within the region, Germany's DAX gained more than 1.6%, while French equities...

US gross national debt has climbed above $40 trillion, underscoring the growing fiscal challenges facing the world's largest economy. The increase reflects years of persistent budget deficits, elevated government spending, and rising interest costs as investors demand greater compensation to absorb expanding government borrowing needs....

  US Treasury markets were in focus last week as investors demanded higher compensation to absorb growing government borrowing needs. A $42 billion auction of 10-year Treasuries cleared at 4.683%, the highest yield since 2007, while a subsequent sale of 30-year bonds priced at 5.216%,...

Last week, the S&P 500 surpassed USD 70 trillion in total market cap for the first time in history, while the technology-heavy Nasdaq recorded its strongest weekly performance since April. All major US equity indices closed the week higher, supported by robust corporate earnings, growing...

  Markets faced three overlapping headwinds last week: concerns about the profitability of AI investments, renewed tensions in the Middle East, and uncertainty surrounding the Federal Reserve's policy outlook. The technology sector came under pressure early in the week as investors questioned the sustainability of...