News and Analysis

Summary What dramatic super-sized US markets mean The US dominance of global capital markets is extraordinary. It is 40-80% of equity, FX, bond markets but only 4% of population...

SURPRISE: The Russian ruble (RUB) is the best performing currency this year against the soaring US dollar, up by 30%. This is near a seven-year high and more than double its...

CATALYST: Real estate investment trusts (REITS) have not performed as well as hoped this year. The negative impact of the Fed’s dramatic interest rate pivot on the S&P 500’s...

IMPACT: US midterm elections are in four months. Polls show Republicans win back the House of Representatives and maybe Senate control in a Congressional clean sweep. They benefit...

As of August 1, 2022, eToro will begin charging overnight fees on all non-leveraged BUY crypto CFD positions at a rate of 20% a year. Note: overnight fees also apply to Copy...

SLUMP: Copper prices have plunged by a third from their March high, twice the broader commodity fall, under the weight of surging recession fears, a struggling Chinese recovery,...

Algorand and Avalanche follow with more than 15% gains Ethereum stole the show last week, exploding 20% as developers set a date for the blockchain's long-awaited transition to...

Summary Bonds more attractive as recession looms US treasury bonds are coming back in from the cold after a terrible six months of performance when they gave little protection...

PROBLEM: The US dollar has soared over 20% in the past year, taking it to a two decade high versus other major currencies. This is having significant negative international...

CRISIS: Europe and UK natural gas prices have surged again, confirming the region's worst energy fears. This is stoking inflation and recession risks, and driving currency...