Aaron Hill's Opinion & Analysis
A complete archive of Aaron Hill's articles, including current analysis & opinion.
Stocks Bid and Oil Finding Acceptance South of US$100Risk assets remained bid on Tuesday, with global equities on the front foot. Back-to-back gains across major US stock benchmarks have seen the...
‘Final and Best Offer’Following the breakdown of weekend peace talks – with US Vice President JD Vance departing Islamabad after delivering what he called a ‘final and best...
Senior officials from the US and Iran met over the weekend for their first high-level direct talks in almost five decades – 21 hours of negotiations that ended without a deal. The optimist in me...
Equities Notch a Seventh Straight Day of GainsIt was a seventh consecutive day of gains for the S&P 500 on Thursday, demonstrating that risk assets are clearly giving the two-week US-Iran...
Market Snapshot: Oil Prices Holding South of US$100It was very much a risk-on session yesterday as markets were bolstered by the two-week US-Iran ceasefire arrangement, with both Brent and WTI rolling...
Following weeks of tension and outright threats – including President Trump’s ‘a whole civilisation will die tonight’ warning – the US and Iran agreed to a two-week...
Unsurprisingly, market participants’ focus remains squarely on the critical situation in the Middle East, with one eye on the deadline and the other on President Trump’s social media...
Good morning, A Speech the World Was WatchingIt was a speech that the markets – and pretty much the entire world – were waiting for: Trump’s prime-time televised address to the...
The final day of the first quarter of 2026 saw markets surge higher on hopes that an end to the conflict in the Middle East is in sight. While major US equity benchmarks chalked up sizeable gains...
Good morning, Once again, it was another session that presented mixed signals from President Trump, with the pendulum swinging from peace talks, war exits, and threats of further destruction....