CATALYST: Apple’s (AAPL) Sept. 12th iPhone 15 launch has big implications far beyond the world’s largest stock, where phones are half of sales. Revitalizing the falling smartphone...

OUTLOOK: A strong finish narrowed August’s stock loss to c.2%, with the dollar stronger, oil flat, and bonds and bitcoin lower. This resilience is telling after August’s triple...

CASE: Renewables stocks have slumped this year, with the largest thematic ETF (ICLN) down near 20%. This has been a doubly bitter pill for investors, with oil stocks (XLE) flat...

MESSAGE: The US corporate bond market is sending a reassuring signal to stock investors that financing fundamentals remain supportive. Spreads of investment grade (VCIT) and non...

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’. Sentiment...

SEASONALITY: September is around the corner and typically the weakest month for markets, given the end-of-summer blues, mutual fund tax loss harvesting, and back-to-school...

TEST: The slow revival of the US IPO market is set for its biggest test yet in September, with larger and more tech-focused stocks testing the waters. Activity this year has been...

WEATHER: The world is potentially facing one of the most powerful El Niño weather events in history. The impacts would be many, global, and on top of existing climate change...

CONSUMER: The consumer has been the biggest single driver of the US economic surprise this year. Personal consumption is 68% of the economy and the latest pick up in retail sales...

‘MAG-7’: Semiconductor giant Nvidia (NVDA) is the poster child for this year’s AI-led tech rally and is the best performing of the ‘magnificent seven’ big-tech stocks. This makes...