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’. The US...

TAXES: The UK and Europe have taken the lead imposing excess profits or ‘windfall’ taxes on their energy and utility sectors and recently on the banks. The US has not, maybe...

OUTLOOK: The $1.2 trillion crypto asset class is by far the smallest but the best performing this year. Its correlation with tech stocks has plunged, and its volatility now below...

TEST: Tomorrow’ July US inflation report is a key market test. After 12-months of falls headline inflation may start rising. Whilst temporary, driven by commodities and tough base...

RALLY: Uranium prices are up double-digits this year, at levels only seen three times before. This is a belated catch up to the rally in other commodities widely used across...

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’. To rotate...

CYCLE: The global interest rate cycle is turning down as inflation falls. Chile slashed interest rates by 1.0% last week. Brazil followed with 0.5% this week. They are the first...

THREAT: Gasoline commodity prices have surged over 20% in the past month, outpacing crude oil’s rebound. US pump prices are up a similar amount at an average of $3.76/gallon. OPEC...

OUTLOOK: The better outlook for inflation, interest rates, and growth drove the latest stage of the stocks rally, with capitulating investor sentiment adding extra fuel. The path...

BANKS: They are the third biggest sector in the S&P 500, its 2nd cheapest (after energy) and 2nd worst performing this year (after real estate). Driven by March’s small banks...