VALUATIONS: We are positive on the resilience of the super-sized US stock market. But its combination of already high profitability and above average valuations limits the upside....

CHANGE: US markets are supersized and dominate global stocks, bonds, and currencies. This makes any changes to their underlying market ‘plumbing’ disproportionately important. On...

SQUEEZE: Initial public offerings (IPO) are making a tentative comeback after two-years of depressed activity. The number of US IPOs is up 10% this year even as the Renaissance...

COFFEE: Prices have soared 25% this year as bad weather hit crops in major arabica producer Brazil and especially top robusta grower Vietnam. With the typical robusta price...

‘The out-of-synch global economy The global economy base case is a ‘goldilocks’ soft landing with reassuring balanced risks. With stable 3.2% global growth and outlook for 2%...

OUTLOOK: Five of the ‘Magnificent 7’ US big-tech stocks report earnings next week. With only Apple (AAPL) and NVIDIA (NVDA) later on May 2nd and 22nd respectively. They remain the...

DOLLAR: The US dollar DXY index has surged 6% this year. As US economic ‘exceptionalism’ drives bond yield differentials and sucks capital into the US. Foreign holdings of US...

VIEW: Stocks had a blistering start to 2024, with the S&P 500 annualising its best year in 70.  April has been more challenging, as expected, and we are on the verge of an...

RALLY: Gold (GLD) prices have broken $2,400 per ounce, setting a new all-time-high, up by 13% this year, and triple the rally of broader commodities. Silver (SLV) prices have done...

Please see this week’s market views from eToro’s global analyst team. The full 5-pager includes latest market data, the house investment view, and ‘special’ on coming weaker...