NVIDIA: Semis and AI giant NVIDIA (NVDA) reports aftermarket Wednesday. Consensus is for over $20 billion of revenues, more than three times what it reported this time last year....

MARKET: US stocks have had a strong start to the year. And powered straight through some mounting headwinds. With interest rate cut expectations now pushed back. And US valuations...

CARBON: The price of European ETS carbon permits has been plunging. As the global carbon pricing standard-bearer sees a perfect storm of weak demand and higher supply. Demand is...

HOMEBUILDERS: US homebuilders have outperformed even the NASDAQ in the past year, as limited inventory drove new home sales despite high interest rates. Whilst UK homebuilders...

REBOUND RISK: Risk of an inflation comeback is under-priced and rising. With the US labour market surprisingly healthy and economic growth strong. The Q1 GDP NOWCast is an above...

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 ‘special’ focus on investment...

PRODUCTIVITY: The US has seen a process of ‘immaculate disinflation’. With the economy and labour market staying resilient even as inflation has plunged. This has confounded...

PRICE: US natural gas prices have continued to plunge and are now below $2.00/MMBtu. This has been a nominal price level seen only four times before in the past 25-years (see...

OUTLOOK: The January 10th spot Bitcoin ETF approval by the US SEC, after a decade-long wait, drove a dramatic round-trip in the Bitcoin price. Soaring by over 50% in anticipation...

OVERNIGHT: A peculiarity of modern markets is the vast majority of long-term S&P 500 returns coming in overnight trading, when many earnings and macro reports are...