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...

STRUCTURE: Understanding how different economies are structured matters. Just as how much debt they have, and how it is organized, does. The consumer dominates the US, UK, and...

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 the...

HALF-FULL: The Q4 boost to renewable and EV stocks was short-lived, from the COP 28 climate summit and investor ‘pivot party’ to laggards. Underperformance has resumed (see chart)...

QT: The US Federal Reserve is setting up to start easing the pace of its so-called quantitative tightening (QT) policy that is shrinking its gargantuan $7 trillion balance sheet....

DIVERGENCE: We’ve seen a big breakdown in the historically strong correlation between the world’s 2nd and 3rd largest stock markets. Japan (EWJ) has kept rallying and been the...

DISRUPTION: Memories of the 2021 global supply chain breakdown are quickly returning. But they are wrong. With Houthi attacks driving a 70% plunge in Red Sea container shipping...

TEST: Markets are set for their first big election tests of 2024 in the coming days. The incumbent DPP is in pole position in semiconductor superpower Taiwan, that would maintain...

HEAD FAKE: US inflation remains the most important number in global markets. And still the top worry amongst investors, ahead of recession or geopolitics. Its further decline is...

INFLATION: January will set the tone for markets in Q1 and 2023. The quarter has three keys: 1) a declining US/EU inflation and interest rate shock, 2) a successful China...