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Welcome to the Quartey House View from eToro! In this Q2 2025 outlook, our analysts discuss the current investment landscape, highlighting the performance of various asset classes, the impact of economic policy uncertainty, and the rotation of investments beyond mega-cap stocks. They emphasize the significance of China and Europe in the market, the role of technology and AI, and the importance of being selective in investment strategies for 2025.
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In today’s episode of The Daily Voice, Sam reviews the key headlines from over the weekend that have moved global markets as geopolitical tensions rise and risk assets come under pressure. Sam goes onto preview the week ahead which includes a rate decision from the RBA and the latest Jobs Report from the US.
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In today’s episode of The Daily Voice, Sam reviews Thursday's trading session which saw equities come under pressure across the board as the market digests the latest tariff updates. Sam goes onto talk about Gold hitting a new all-time high, UK retail sales beating expectations, and previewing the upcoming US PCE number.
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In this episode, the hosts discuss various financial topics, including the recent performance of gold and silver, the rise of SAP in the European market, and the contrasting strategies of retail and institutional investors. They explore the factors driving these trends and the implications for investors navigating an uncertain economic landscape.
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In today’s episode of The Daily Voice, Sam reviews Tuesday's trading session which saw the S&P 500 close higher for the third session in a row. Sam also reviews this morning's news where UK inflation missed expectations, before going to onto preview what traders and investors should focus on for the remainder of the day.
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In today’s episode of The Daily Voice, Sam reviews Monday's solid trading day which saw the S&P 500 finish above the 200-day moving average for the first time in 2-week, and the Magnificent-7 stocks all finish positive with Tesla leading the way with a 12% gain. Sam goes onto discuss why this happened, what to focus on today and whether the positive sentiment can continue.
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In today’s episode of The Daily Voice, Sam reviews last week's trade where the S&P 500 snapped its 4-week losing streak as we head into the last full trading week of Q1. Sam also discusses retail traders buying Tesla stock in bulk, and what economic data highlights are worth focussing on for the next few days.
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In today’s episode of The Daily Voice, Sam reviews Wednesday's trade which included a rate decision from the Federal Reserve where they decided to keep interest rates unchanged. Sam goes onto preview the day ahead, discussing whether the Bank of England will also follow suit can be keep rate on hold.
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In this conversation, the hosts discuss various topics including the upcoming Fed rate decision, expectations surrounding Nike's earnings report, and the implications of recent market inflows. They analyse the current economic climate, investor sentiment, and the challenges faced by Nike as it navigates a competitive landscape. The discussion highlights the importance of monitoring key indicators and the potential impact of Jerome Powell's comments on the market.
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In today’s episode of The Daily Voice, Sam reviews Tuesday's trade which saw a negative finish on Wall Street with Nvidia and Tesla down 3% and 5% respectively. Sam goes onto preview the day ahead which includes a rate decision from the Fed where they are expected to keep interest rates on hold once again.
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In today’s episode of The Daily Voice, Sam reviews yesterday's key headlines, which includes a cooler than expected US CPI report. Sam goes onto discuss why it is important that equity markets have a good day today to make the most of this momentum, and why seasonality could be the helping hand it needs.
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In this episode of Market Bites, Sam and Neža discuss the current state of the markets, focusing on the recent sell-off, the upcoming US CPI report, and the implications for investors. They explore the volatility in the market, the challenges of timing investments, and the potential for recovery. The conversation also delves into the significance of AI developments, particularly CoreWeave's recent contract with OpenAI, and how these advancements could shape the future of the industry.
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In today’s episode of The Daily Voice, Sam reviews yesterday key headlines, focussing specifically on the S&P 500 entering a correction (10% down from its recent peak). Sam also discusses the latest tariff headlines and previews the upcoming US CPI report, and explains what markets could be affected.
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