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...

TEST: The slow revival of the US IPO market is set for its biggest test yet in September, with larger and more tech-focused stocks testing the waters. Activity this year has been...

WEATHER: The world is potentially facing one of the most powerful El Niño weather events in history. The impacts would be many, global, and on top of existing climate change...

CONSUMER: The consumer has been the biggest single driver of the US economic surprise this year. Personal consumption is 68% of the economy and the latest pick up in retail sales...

‘MAG-7’: Semiconductor giant Nvidia (NVDA) is the poster child for this year’s AI-led tech rally and is the best performing of the ‘magnificent seven’ big-tech stocks. This makes...

CHINA: We see recent China economic growth and debt concerns as having limited impact on global markets. We are more concerned by rising US bond yields and oil prices. China is an...

OUTLOOK: Oil prices may have now re-set to a new and higher range. With OPEC+ cutting supply significantly and global demand stronger than feared. These are great prices for most...

VALUATIONS: Nearly all the returns made in US stocks this year has come from rebounding valuations. This re-rating has again taken valuations above long-term averages (17.4x P/E)...