Tuesday - Cooler sentiment supports market. US stocks nearing all-time-high again, but now with lower and contrarian more supportive investor sentiment, per our contrarian indicator tracking fund flows, volatility, put/call and retail investors. eToro etor.com/news-and-analy…

Friday - Messages from rising freight rates. Shipping industry moves 90% global trade and rising container and bulk freight rates a real-time barometer for slow-burn manufacturing and trade cycle recovery, that could benefit all from Maersk to ZIM. eToro etoro.com/news-and-analy…

Thursday - Warming up for the summer of sports. It’s a big summer, from Olympics to Euro 2024 football, and potential catalyst to end the post-pandemic performance hangover for our basket of the world’ largest sports stocks, from Nike to Lululemon. @etoro etoro.com/news-and-analy…

Wednesday - The carbon price makes a comeback. Europe's ETS price rebounded from lows as its supply/demand 'perfect storm' started to ease and it may be a ‘free option’ to an ECB rate-cut driven GDP recovery and long-term regulatory market squeeze. @etoro etoro.com/news-and-analy…

Tuesday - Lessons from Q1 earnings. A idiosyncratic earnings recovery, led by tech, profit margins, and low expectations, is the main driver of this nascent bull market, with management's bullish and analyst estimates rising. @etoro etoro.com/news-and-analy…

Friday - Second pillar of the new bull market. Door remains open to US rate cuts this year, and is key support to this new bull market, alongside better earnings growth. Even if comes at cost of rising volatility and tail risk of a further hike. @etoro etoro.com/news-and-analy…

Thursday - Autos world’s most divided sector. The EV 'winter' will pass, with <3% of cars on road electric today and investors steadfast in support. Whilst a once in a generation rerating awaits the legacy auto that can thread transition needle. eToro etoro.com/news-and-analy…

Wednesday - Defence spending back in the cross-hairs. Is to structurally rise globally, with Europe taking lead off of low levels, and this driving the dramatic outperformance of its local defence stocks vs bigger and more diversified US peers. @etoro etoro.com/news-and-analy…

Our take on the strong for longer US economy, early innings bull market….and on to Europe, energy, gold, and crypto. Thanks to ⁦Wealthion⁩ youtu.be/Xg8Rx3ImlNs?fe…

Tuesday - Breakfast commodities are leading the way. Our Breakfast price index is up 54% in a year on weather-driven supply disruptions, giving boost to ag producers and suppliers but threat to food stocks and hopes of ever lower inflation prints. @etoro etoro.com/news-and-analy…

Monday - Buckle up for May. Set to bring weaker seasonality and a heavy political calendar but also potential AAPL and NVIDIA-driven strong end to earnings season, plus Fed and inflation relief to already sharply reset rate cut expectations. @etoro etoro.com/news-and-analy…

Friday - Where valuations matter. High US and tech valuations limit their long-term upside, whilst the rest of the world, and many cyclicals, still have a double earnings and valuation upside combo, and clearer rate cut and growth rebound catalyst. @etoro etoro.com/news-and-analy…

Thoughts on why not to fear the sell-off, tech's big guns to the rescue, and the case for Europe. Starts at '3:55. Thanks to Jonathan Ferro Lisa Abramowicz annmarie hordern eToro Bloomberg Surveillance 04/25/2024 bloomberg.com/news/videos/20…

On a down day like today worth remembering the structural case for tech. Thanks to tom keene Paul Sweeney. Tom Keene breaks down Single Best Idea from latest Bloomberg Surveillance Radio. In this episode, Ben Laidler & Anna Wong: bit.ly/3vTiACF bloomberg.com/news/audio/202…

Four reasons why investors should take a deep breadth when considering this market sell-off. A pullback was overdue. GDP growth is fine. Inflation a worry but tomorrow's PCE report the key. And 80% earnings reports beaten so far. Thanks to Brad Smith Yahoo Finance

Thursday - Changes to super-sized US market plumbing. US markets dominate the world, making next month's trade settlement change and 24/7 trading proposals important for all, especially the largest listed US stock market and derivatives exchanges. @etoro etoro.com/news-and-analy…

Wednesday - IPO thaw a mixed blessing. They give investors more choice but also undermine the supply deficit that supported markets. The new IPO wave is different with less profits and free floats and more foreign companies and dual classes. @etoro etoro.com/news-and-analy…

Tuesday - A pricier cup of coffee is coming. The latest coffee price surge follows OJ and cocoa and makes ag the best performing commodity segment, whilst consumers are likely set to feel as Starbucks to Nestle continue their price rise strategies. @etoro etoro.com/news-and-analy…

Monday - Implications of the out-of-synch economy. We see a growing economic divergence between US exceptionalism and the rest of world, driving market volatility, rotation from tech to cheaper cyclicals, and demand for inflation hedges. etoro.com/news-and-analy…

Friday - Magnificent-7 still doing earnings heavy-lifting. Five of the 'Magnificent 7' US big tech stocks report next week, and they are key to another needed earnings surprise, making up 29% of S&P 500 market cap and estimated to grow earnings 37% vs the 3% fall for the other…