Over extended market cycles, Israel’s mid-cap equities have often delivered strong growth, driven by their greater sensitivity to domestic economic trends.
Favorable quarterly results from the big U.S. banks sparked the Q4 earnings season off to a good start this week, and were complemented by very strong reports from the top investment management firms.
Wall Street economists are turning bullish on the U.S. economy in 2026. Bank of America sees growth beating consensus — with potential upside for small caps.
GBP/USD rises on Monday after tensions between the US and Europe had grown following a social media post of US President Donald Trump threatening to impose duties on eight European countries.
The FTSE 100, a key index for blue-chip stocks, fell by 0.5%, while the mid-cap FTSE 250, which tracks domestic companies, plunged 0.9%—its steepest one-day drop since late November.
As of mid-January 2026, a seismic shift is occurring in the hallowed halls of Wall Street and the research labs of Silicon Valley. After three years of an unprecedented artificial intelligence bull market that reshaped the global economy, institutional capital is beginning to rotate. The new destination is not just
The semiconductor trade in 2026 is tilting toward CPUs, as inferencing demand reshapes the supply chain. “It’s CPUs this year versus GPUs last year,” T. Rowe Price analyst told CNBC in an interview today.
The digital asset market witnessed a surge of renewed optimism this past week as Bitcoin (BTC) reclaimed the $97,000 level for the first time in months, signaling a potential end to the volatile consolidation phase that followed last year’s peak. Triggered by a "Goldilocks" inflation report and a
As the opening bells of 2026 ring across Wall Street, investors find themselves standing on a precipice of high growth expectations and thinning margins for error. According to David Sekera, Chief U.S. Market Strategist for Morningstar, the market has entered a "higher stakes" era where the aggressive fair value
Following a historic 43-day federal government shutdown that paralyzed the nation’s data-gathering apparatus, investors are finally bracing for the most critical economic barometer of the year. The upcoming release of the December Consumer Price Index (CPI) report, which was delayed as a result of the administrative backlog at the
As of January 19, 2026, the global financial markets are navigating a landscape defined by an unprecedented "Capex Supercycle." While critics in early 2025 voiced concerns over a potential "AI bubble," the start of the 2026 fiscal year has silenced many skeptics. Corporate capital expenditure (Capex), specifically directed toward digital
In a swift and sharp reaction to shifting political winds, shares of American Express (NYSE:AXP) plummeted more than 5% on January 12, 2026, as investors grappled with a dual-pronged regulatory threat from the highest levels of government. The selloff was ignited by President Trump’s weekend proposal to mandate
The S&P 500 has stormed into 2026 with unprecedented momentum, shattering all-time records and cementing one of the most powerful bull markets in modern financial history. As of January 19, 2026, the index is trading near the 6,900 mark, having reached a historic peak of 6,945 earlier
NEW YORK — As the first major earnings season of 2026 gets underway, a startling reality has emerged across trading floors: the widely predicted "margin collapse" from the 2025 trade escalations has failed to materialize. Despite an effective U.S. tariff rate that peaked at a staggering 17% in late 2025,
This article analyzes the WSJ Economic Survey, comparing mean GDP forecasts against CBO projections and Goldman Sachs tracking. The data visualizes the 2026 trajectory, showing how current growth trends align with long-term expectations.
The United States labor market has transitioned into a state of "strategic hibernation," marked by a "no hiring, no firing" equilibrium that has left economists and investors recalibrating their expectations for the year ahead. Following the release of the December 2025 jobs report, it is clear that the frenetic churn
As the 2026 fiscal year begins to unfold, a dramatic shift in global energy markets is emerging as the unexpected hero for the American corporate bottom line. Following a period of stubborn inflationary pressures and volatile energy costs, a persistent global supply surplus has sent crude oil prices tumbling, providing
The global financial landscape as of January 19, 2026, is witnessing a dramatic reallocation of capital. Investors are rapidly rotating out of the once-favored financial services sector and into consumer defensive stocks, commonly known as consumer staples. This shift follows a period of heightened regulatory volatility and a cooling consumer
The U.S. bond market reached a significant technical and psychological milestone this week as the yield on the benchmark 10-year Treasury note slipped below the 4.15% threshold for the first time in months. As of January 19, 2026, the yield is hovering at 4.14%, a move that
As of January 19, 2026, the landscape of American finance looks fundamentally different than it did just two years ago. The once-fringe world of prediction markets has exploded into a mainstream powerhouse, driven by a radical shift in federal oversight. What began as a high-stakes legal battle between Kalshi and the Commodity Futures Trading Commission [...]
As Wall Street observes Martin Luther King Jr. Day and U.S. cash markets remain closed, the prevailing narrative of the 2026 fiscal year has become impossible to ignore: the "Great Convergence." For the first time in over three years, the staggering earnings gap between the so-called "Magnificent Seven" and
The 2024 U.S. Presidential election served as a high-stakes laboratory for the burgeoning world of prediction markets, pitting established academic platforms against crypto-native giants and regulated newcomers. As of January 19, 2026, the dust has finally settled on the post-election post-mortems, revealing a surprising "Accuracy War" where the most liquid markets weren’t necessarily the most [...]
