COMPANIES: Companies remain the biggest net buyer of US stocks. This is a unique market support, as the rest of the world prefers dividends, and is a surprise to many. The number...

WORRY: Markets typically worry. The day they don’t is when they are dangerously complacent. As worries get surmounted, without the world ending, markets typically grind higher....

OUTLOOK: The latest economic update from the richer-countries OECD club makes the case for stronger growth today, but some coming payback tomorrow. World GDP growth is at a...

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’. Contrarian...

CUTS: The global interest rate cycle has begun to turn and the rate cut countdown clock started. This has big implications for currency markets, with some more vulnerable than...

PRICES: The world’s largest beer festival, Munich’s Oktoberfest, kicks off Saturday. Attendees will face an average 6.1% beer price increase vs 2022. They are the lucky ones. EU...

INFLATION: US inflation is the most important number in markets. Easing core inflation opens the way to Fed interest rate cuts and supports the economic and earnings outlook....

EARNINGS: Valuations have driven all the stock market returns this year. Now the focus is on recovering earnings to lead the next leg of the bull market. These are being driven up...

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’. AI profits...

GROWTH: US economic growth has continued to be a big positive surprise. Whilst core inflation has been sticky. Despite one of the shortest and sharpest interest rate hiking cycles...