CHINA: We see recent China economic growth and debt concerns as having limited impact on global markets. We are more concerned by rising US bond yields and oil prices. China is an...

OUTLOOK: Oil prices may have now re-set to a new and higher range. With OPEC+ cutting supply significantly and global demand stronger than feared. These are great prices for most...

VALUATIONS: Nearly all the returns made in US stocks this year has come from rebounding valuations. This re-rating has again taken valuations above long-term averages (17.4x P/E)...

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’. The US...

TAXES: The UK and Europe have taken the lead imposing excess profits or ‘windfall’ taxes on their energy and utility sectors and recently on the banks. The US has not, maybe...

OUTLOOK: The $1.2 trillion crypto asset class is by far the smallest but the best performing this year. Its correlation with tech stocks has plunged, and its volatility now below...

TEST: Tomorrow’ July US inflation report is a key market test. After 12-months of falls headline inflation may start rising. Whilst temporary, driven by commodities and tough base...

RALLY: Uranium prices are up double-digits this year, at levels only seen three times before. This is a belated catch up to the rally in other commodities widely used across...

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’. To rotate...

CYCLE: The global interest rate cycle is turning down as inflation falls. Chile slashed interest rates by 1.0% last week. Brazil followed with 0.5% this week. They are the first...