China still in the commodity drivers-seat
COMMODITIES: It’s the worst asset class (DJP) this year, like last. China’s GDP slowdown has been a...
Analyst Weekly: Whale watching for new ideas
Please see this week’s market views from eToro’s global analyst team. The full 5-pager includes...
Super-sized Switzerland due a catchup
CATCH UP: The Swiss stock market is supersized, increasingly attractive, and due a catch up. It’s...
A lithium price turnaround may take time
BUST: Lithium prices have plunged 77% in the past year, despite the ‘white gold’ moniker. It's the...
Dollar well-priced as macro differences rise
RALLY: The dollar (DXY) is near its highest since Nov. and the best performing G-10 currency this...
NVIDIA versus market bubbles and CISCO
NVIDIA: Semis and AI giant NVIDIA (NVDA) reports aftermarket Wednesday. Consensus is for over $20...
Still cautious sentiment drives buy-the-dip
MARKET: US stocks have had a strong start to the year. And powered straight through some mounting...
Europe’s carbon price perfect storm
CARBON: The price of European ETS carbon permits has been plunging. As the global carbon pricing...
A tale of two housing markets
HOMEBUILDERS: US homebuilders have outperformed even the NASDAQ in the past year, as limited...
The tail-risk of an inflation comeback
REBOUND RISK: Risk of an inflation comeback is under-priced and rising. With the US labour market...