PAUSE: Global PMI’s have been rising for three months and are above breakeven 50 level for the only the first time in seven months. China and services have led, but the rebound...

Artificial intelligence (AI) is a hot topic right now. Since it came to light that tech giant Microsoft is going to invest billions of dollars in OpenAI’s AI-powered chat platform...

CONTAGION: US banking system concerns, triggered by weakness at Silicon Valley, Signature, and Silvergate banks, has spread to Europe. The Stoxx 600 Banks index, Europe’s biggest...

SEPARATIONS: Corporate spin offs or break ups have seen a return to favour, bucking the IPO drought and slow M&A market. Managements and activist investors are increasingly...

INFLATION: US inflation was most important number in markets. Driving the ‘data-dependent’ Fed, rate hike forecasts, recession risks, and earnings expectations. The S&P 500...

eToro, in association with Transfermarkt, have created a comprehensive report looking at the most effective football clubs in Europe’s top leagues when it comes to transfers and...

Ten things to understand about SVB's and SBNY's failure and the US financial system 1. BOTTOM LINE: Friday’s closure of the US’s 16th largest bank worried investors already on...

RALLY: Semiconductor stocks have been on a tear. The SOXXX ETF is 40% off its October lows. They lag only TESLA-fuelled autos among the 24 US industry groups this year. Has been...

VIEW: Inflation expectations have been rising. And the size and duration of the Fed interest rate cycle is increasing. This has sent short and long term US bond yields surging....

LEADING: Spain (ESP35) is neck-and-neck with Italy as the world’s best performing major stock market this year. Their 16% gains are well ahead of the 6% for global equities. They...