Billionz Multi-Asset Weekly Newsletter
Equities Edge Higher; Focus Shifts to Sector Allocation Global Developments:Risk sentiment was positive into the start of the week with Trump canceling strikes over last weekend. Reports of Iran considering barring US ships through SoH in an agreement with Oman dented sentiment a bit mid-week. Top military officials have been advising Trump to find an off ramp on Iran given that US military options seem limited. RBI kept rates and stance unchanged and sounded less hawkish than expected, triggering a rally in bonds and rates US July Labor data disappointed with headline NFP coming in at -23k against expected 80k....










