Exceptionally tight labour market conditions showed no sign of loosening in June. And next week’s Survey of Payrolls and Hours (SEPH) is expected to reinforce that message. Employment growth has slowed—as small outright declines in already-reported labour force surveys for June and July showed. But that has more to do with a shortage of workers […]
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Eli Lilly has spent the last decade transforming from a reliable but unremarkable dividend payer into one of the most talked-about stocks on Wall Street. Its obesity and diabetes franchise, built around tirzepatide, the active Read more…
War headlines have a way of making every portfolio feel fragile. For three straight weeks, the Iran conflict did exactly that. It sent oil prices soaring roughly 40% since the first U.S.-Israeli strikes on February Read more…