Analyst Weekly: Favourite asset classes for 2024

Analyst Weekly: Favourite asset classes for 2024: Stocks, crypto, and bonds seem best positioned asset classes for 2024, with cash and US dollar losing ground and commodities still depressed, with an economic soft landing and lower interest rates.

ETHfinity se déchaîne : l’ETF de Blackrock s’envole

ETHfinity se déchaîne : l’ETF de Blackrock s’envole: Onyx de JPMorgan annonce un programme de test avec Avalanche, la tendance des HODLers se poursuit : le Bitcoin qui n'a pas bougé depuis au moins un an établit un record de 70 %

Les 7 Magnifiques et l’adoption de l’IA

Les 7 Magnifiques et l’adoption de l’IA: Les grandes valeurs technologiques ont continué à surperformer, aidées par l’adoption croissante de l’IA, avec plus de la moitié des investisseurs désormais à l’aise avec la gestion de leurs portefeuilles. NVIDIA a triplé ses revenus en un an !

The Magnificent 7 and AI adoption

The Magnificent 7 and AI adoption: Big tech stocks have continued to outperform and helped by growing AI adoption, with over half investors now comfortable it managing their portfolios. NVDA's forecast 170% sales growth is the next Q3 test.

Emerging Markets better in 2024

Emerging Markets better in 2024: This perennial stock market laggard may start to better reflect its stronger economic growth and population dominance, as China's economy stabilizes, interest rates are cut, and the dollar weakens.

El Niño upside to commodities

El Niño upside to commodities: This category discusses markets, investment and trading, and is intended for more experienced investors and traders, who wish to deep-dive into data, projections and figures.

Europe’s earnings support the rally

Europe’s earnings support the rally: This category discusses markets, investment and trading, and is intended for more experienced investors and traders, who wish to deep-dive into data, projections and figures.

Three horsemen of the slowdown

Three horsemen of the slowdown: This category discusses markets, investment and trading, and is intended for more experienced investors and traders, who wish to deep-dive into data, projections and figures.

Europe’s bullish carbon market reforms

Europe’s bullish carbon market reforms: This category discusses markets, investment and trading, and is intended for more experienced investors and traders, who wish to deep-dive into data, projections and figures.

EXPLAINER III: First Republic failure and bank ‘scare’ impacts

EXPLAINER III: First Republic failure and bank ‘scare’ impacts: This category discusses markets, investment and trading, and is intended for more experienced investors and traders, who wish to deep-dive into data, projections and figures.

Stocks complacent to rising debt ceiling risks

Stocks complacent to rising debt ceiling risks: This category discusses markets, investment and trading, and is intended for more experienced investors and traders, who wish to deep-dive into data, projections and figures.

The return of 'resource nationalism' - eToro

The return of 'resource nationalism' - eToro: Chile's plan to nationalise its huge lithium industry latest move by countries to have greater local control. May contribute to tighter global metals supply, high-for-longer prices, and preference for higher cost but stabler jurisdictions.

eToro Analyst Weekly: Insight, analysis and house views

eToro Analyst Weekly: Insight, analysis and house views: Read the latest from eToro’s analysts, including an in-depth analysis of recent events and market movements, eToro’s house views and much more.

Small caps in the cross-hairs - eToro

Small caps in the cross-hairs - eToro: We are cautious as they are uniquely exposed to the faster coming GDP slowdown and tighter bank lending. But this is a bigger deal for the economy (46% of jobs) than for the stock market (15% index weight).

Poor sentiment still supports markets - eToro

Poor sentiment still supports markets - eToro: Our proprietary investor sentiment index is still depressed and a key contrarian support to stock markets. Fund outflows have been remorseless. The 'broken' VIX is the outlier and vulnerable to renewed recession fears.

The best and worst of global FX - eToro

The best and worst of global FX - eToro: Eastern European currencies have led performance this year, driven by high carry and EU growth relief, but lagging Israel Shekel and Turkish Lira now have clearer policy catalysts ahead and cheaper valuations.

Gold having its moment in the sun - eToro

Gold having its moment in the sun - eToro: The positive gold drivers of lower bond yields, a weaker dollar, and more investment demand have finally combined. We are positive long duration assets, like gold, but greater opportunity may be a catch up by gold stocks and potential for sector consolidation.

Conversation avec des leaders - Façonner le luxe de demain avec Kering

Bonds set for a comeback - eToro

Bonds set for a comeback - eToro: After a record-breakingly bad 2022 bonds are looking more attractive. Both for those looking for upto 5% income, capital gains as inflation falls, or just better diversification vs higher risk asset classes.

Faites comme Axel & les joueurs de l'@asmonaco , investissez comme les m...

The Bull Club by eToro - Rendre possible une transition énergétique fiab...