Israeli equities and bonds rally as geopolitical risk fades following ceasefire agreements on the Iran and Lebanon fronts

Geopolitical Shock, Rising Yields, and Shifting Sentiment as the Iran Conflict Reshapes the Macro Landscape

Reflections from iConnections Miami

Divergent equity performance and modest bond declines as Iran tensions and global volatility shape the macro outlook

Early-Year Signals from Israel’s Capital Markets

Why a developed, liquid bond market barely shows up in global portfolios

Why the Bank of Israel’s latest move reflects normalization, not urgency

Sovereign Risk Normalizes, Shekel Strengthens, and Capital Markets Boom as Israel’s Economy Re-Focuses on Fundamentals

Inflation Within Target Enables the First Rate Cut in Nearly Two Years