News and Analysis

Q1: Improving earnings is the main driver of this nascent bull market. We are optimistic as we enter the final stretch of earnings season. The three US tech sectors have...

Every year, investors gather in Omaha to attend the Berkshire Hathaway (BKR.B) annual shareholders meeting, eager to soak in the wisdom of Warren Buffett and gain insights into...

PILLAR: Fed chair Powell kept the door open to US interest rate cuts this year. Less, and later, but still coming (see chart). And this is a key second pillar, alongside stronger...

SECTOR: The global listed auto industry is the most divided of any we have seen. From Tesla’s (TSLA) still-giant $800 billion market cap and 70x price earnings valuation, to...

SPENDING: Defence spending is set to structurally rise around the world with the new normal of geopolitical tension and end of the multi-decade peace dividend. The US passed $95...

Major developments for the week: Hong Kong BTC & ETH spot ETFs to begin trading today Brazilian Nubank app now allows Bitcoin transactions for customers BTC ETF...

RISES: Our proprietary Breakfast commodity price index has surged by 54% in the past year. As weather-driven supply disruptions have spread, driving cocoa, OJ, and coffee prices...

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’ on the investment...

VALUATIONS: We are positive on the resilience of the super-sized US stock market. But its combination of already high profitability and above average valuations limits the upside....

CHANGE: US markets are supersized and dominate global stocks, bonds, and currencies. This makes any changes to their underlying market ‘plumbing’ disproportionately important. On...