News and Analysis

SEPARATIONS: Corporate spin offs or break ups have seen a return to favour, bucking the IPO drought and slow M&A market. Managements and activist investors are increasingly...

Trading volume hits record high of $7 billion As the traditional financial world is rocked by turbulence in the banking sector, the crypto market is showing resilience. Last...

INFLATION: US inflation was most important number in markets. Driving the ‘data-dependent’ Fed, rate hike forecasts, recession risks, and earnings expectations. The S&P 500...

eToro, in association with Transfermarkt, have created a comprehensive report looking at the most effective football clubs in Europe’s top leagues when it comes to transfers and...

Ten things to understand about SVB's and SBNY's failure and the US financial system 1. BOTTOM LINE: Friday’s closure of the US’s 16th largest bank worried investors already on...

Summary Navigating weaker commodity markets Commodities are lagging all asset classes this year, on demand fear and resilient dollar. After leading for the past two years....

RALLY: Semiconductor stocks have been on a tear. The SOXXX ETF is 40% off its October lows. They lag only TESLA-fuelled autos among the 24 US industry groups this year. Has been...

VIEW: Inflation expectations have been rising. And the size and duration of the Fed interest rate cycle is increasing. This has sent short and long term US bond yields surging....

LEADING: Spain (ESP35) is neck-and-neck with Italy as the world’s best performing major stock market this year. Their 16% gains are well ahead of the 6% for global equities. They...

REORGANISATION: Some of the largest tech and consumer stocks will be changing sectors in a big GICS reorganisation of global equity sectors. This happens at the close of Friday,...