Mixed inflation message an important test
TEST: Tomorrow’ July US inflation report is a key market test. After 12-months of falls headline...
Uranium’s perfect supply storm
RALLY: Uranium prices are up double-digits this year, at levels only seen three times before. This...
Analysts Weekly: The biggest call in markets now
Please see this week’s market views from eToro’s global analyst team. The full 5-pager includes...
The return of the old economy
Manufacturing has been giving off recession vibes for a while.
ISM data shows manufacturing...
Global interest rate cuts have started
CYCLE: The global interest rate cycle is turning down as inflation falls. Chile slashed interest...
Gasoline rise risks derailing goldilocks outlook
THREAT: Gasoline commodity prices have surged over 20% in the past month, outpacing crude oil’s...
Profiting from the summer doldrums
OUTLOOK: The better outlook for inflation, interest rates, and growth drove the latest stage of the...
Shadow banks ‘dancing in the streets’
BANKS: They are the third biggest sector in the S&P 500, its 2nd cheapest (after energy) and...
Analyst Weekly: A good enough earnings season
Please see this week’s market views from eToro’s global analyst team. The full 5-pager includes...
Irrational exuberance, or rational optimism?
One of the most well-known phrases on Wall Street is “irrational exuberance.”
It was coined by...