ELECTIONS: 2024 is a huge political year with 20% of all countries globally, equal to 40% of the world economy likely going to the polls (see table). The year is bookended by...

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’.  A...

GROUNDHOG DAY: Nov. 17th is the latest deadline for the US Congress to pass a 2024 budget that keeps the Federal government open. Little progress has been made since the last...

SINGLES: Sunday, November 11th, is China’s ‘Singles Day’. The world’s largest shopping event and finale of a three-week retail extravaganza. It will give an important read on the...

TOUGH: Commodities has been the worst performing asset class of 2023 (see chart). Energy, industrial metals, and agriculture are all lower. Precious metals is the sole exception...

RELOOK: High dividend yield stocks (HDV) have been this year’s big investment style losers, underperforming the S&P 500 (SPY) by 20 points. With unprecedented competition from...

BOOM: Commodity markets are down in the past year, but some smaller commodities have seen a standout performance, from cocoa (+60%) to sugar (+45%) and uranium (+35%). But none...

SWIFT: The modern music industry has existed since the 1877 invention of the phonograph. But been forced to constantly reinvent itself, from the near death experience of digital...

OUTLOOK: Summer’s stock market ‘breather’ turned into a deeper October ‘correction’ but we see grounds for contrarian optimism ahead. Markets are squeezed between soaring bond...

LESSONS: We are halfway through a strong third quarter S&P 500 earnings, but investors takeaways have been mixed. The US earnings ‘recession’ has ended, and the recovery is...