News and Analysis

SPENDING: Defence spending is set to structurally rise around the world with the new normal of geopolitical tension and end of the multi-decade peace dividend. The US passed $95...

Major developments for the week: Hong Kong BTC & ETH spot ETFs to begin trading today Brazilian Nubank app now allows Bitcoin transactions for customers BTC ETF...

RISES: Our proprietary Breakfast commodity price index has surged by 54% in the past year. As weather-driven supply disruptions have spread, driving cocoa, OJ, and coffee prices...

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 ‘special’ on the investment...

VALUATIONS: We are positive on the resilience of the super-sized US stock market. But its combination of already high profitability and above average valuations limits the upside....

CHANGE: US markets are supersized and dominate global stocks, bonds, and currencies. This makes any changes to their underlying market ‘plumbing’ disproportionately important. On...

Major developments for the week: Lido announces that its simple Distributed Validator Technology module is ready for mainnet Bitcoin ETF product’s saw net outflows of...

SQUEEZE: Initial public offerings (IPO) are making a tentative comeback after two-years of depressed activity. The number of US IPOs is up 10% this year even as the Renaissance...

COFFEE: Prices have soared 25% this year as bad weather hit crops in major arabica producer Brazil and especially top robusta grower Vietnam. With the typical robusta price...

‘The out-of-synch global economy The global economy base case is a ‘goldilocks’ soft landing with reassuring balanced risks. With stable 3.2% global growth and outlook for 2%...