BIL INVESTMENT INSIGHTS

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News 224

Analyses of current macro and market developments

October 14, 2025

News

After a record-breaking run, can gold continue to glitter?

  A filigree of forces, both fleeting and fundamental, has pushed gold to new all-time highs this year, rising above $4,000 per troy ounce last week. And the records don’t stop there: for the first time in 45 years, gold has also surpassed its inflation-adjusted...

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October 2, 2025

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France & Italy: Roles in reverse?

Concerns are rising about France’s ability to reduce its debt burden amid political instability and debt rating downgrades. Meanwhile, Italy has made progress in reducing its budget deficit in recent years, prompting the question: are the countries roles reversing? The political turmoil that has plagued...

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September 15, 2025

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China’s stock market rally: Green shoots or a false dawn?

Chinese stocks have rallied, despite a struggling economy Much of the gains appear to be driven by domestic institutional investors, potentially reducing bubble risk Some of China's USD 22 Trillion in household savings could flow into stocks     Chinese stocks have surged this year,...

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July 3, 2025

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The clock is ticking on EU-US trade negotiations

The July 9 deadline by which US trading partners must have reached a trade deal with the US to avoid the “reciprocal” tariffs announced on “Liberation Day” is on the doorstep. Most of the 90-day pause passed with few discussions between the EU and US...

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June 24, 2025

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After the shipping surge: What’s next for global trade?

As the world grappled with the threat of tariffs from the United States, global trade experienced a dramatic yet short-lived boom. Now, as the dust settles, businesses, economists and policymakers are left asking: what comes next? When President Trump took office on January 20, he...

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