SPACE: The space market is soaring but space stocks are not. The number of objects launched has quadrupled in just the last four years (see chart), and SpaceX’s $140 billion...

RISK: Brent oil prices hit $90/bbl. for the first time this year as top OPEC+ producers, Russia and Saudi Arabia, extended their supply cuts until year end. This comes against a...

PEAK: US GDP is tracking a near unprecedented 5.6% growth this quarter per the Atlanta Fed NOWCast. This likely over-estimates growth more than usual, but would be the highest...

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’. Dollar...

CATALYST: Apple’s (AAPL) Sept. 12th iPhone 15 launch has big implications far beyond the world’s largest stock, where phones are half of sales. Revitalizing the falling smartphone...

OUTLOOK: A strong finish narrowed August’s stock loss to c.2%, with the dollar stronger, oil flat, and bonds and bitcoin lower. This resilience is telling after August’s triple...

CASE: Renewables stocks have slumped this year, with the largest thematic ETF (ICLN) down near 20%. This has been a doubly bitter pill for investors, with oil stocks (XLE) flat...

MESSAGE: The US corporate bond market is sending a reassuring signal to stock investors that financing fundamentals remain supportive. Spreads of investment grade (VCIT) and non...

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’. Sentiment...

SEASONALITY: September is around the corner and typically the weakest month for markets, given the end-of-summer blues, mutual fund tax loss harvesting, and back-to-school...