The healthcare sector has lagged the broader market this year. While the stock market as a whole has produced double-digit gains, a lot of healthcare stocks have gone nowhere. ...

PRICES: The world’s largest beer festival, Munich’s Oktoberfest, kicks off Saturday. Attendees will face an average 6.1% beer price increase vs 2022. They are the lucky ones. EU...

INFLATION: US inflation is the most important number in markets. Easing core inflation opens the way to Fed interest rate cuts and supports the economic and earnings outlook....

EARNINGS: Valuations have driven all the stock market returns this year. Now the focus is on recovering earnings to lead the next leg of the bull market. These are being driven up...

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 a weekly ‘special’. AI profits...

GROWTH: US economic growth has continued to be a big positive surprise. Whilst core inflation has been sticky. Despite one of the shortest and sharpest interest rate hiking cycles...

SPACE: The space market is soaring but space stocks are not. The number of objects launched has quadrupled in just the last four years (see chart), and SpaceX’s $140 billion...

RISK: Brent oil prices hit $90/bbl. for the first time this year as top OPEC+ producers, Russia and Saudi Arabia, extended their supply cuts until year end. This comes against a...

PEAK: US GDP is tracking a near unprecedented 5.6% growth this quarter per the Atlanta Fed NOWCast. This likely over-estimates growth more than usual, but would be the highest...

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 a weekly ‘special’. Dollar...