• Lior mor
  • •
  • 6 Min Read
  • •
  • 1 day ago

SKN | Are Fed Rate Cuts Still on the Table—or Is a Policy Pivot Back to Hikes Emerging?

The latest meeting of the Federal Reserve revealed an unusual level of internal disagreement, highlighting a critical shift in the…
SKN | Are Fed Rate Cuts Still on the Table—or Is a Policy Pivot Back to Hikes Emerging?
  • orshu
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | Global Equities Post Strongest Monthly Rally Since Pandemic Rebound as Risk Appetite Surges

  Global equity markets have delivered their strongest monthly performance since the historic rebound following the COVID-19 pandemic, signaling a…
SKN | Global Equities Post Strongest Monthly Rally Since Pandemic Rebound as Risk Appetite Surges
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | Is Garrett Motion’s Record Rally Justified by Fundamentals or Is the Market Getting Ahead?

Garrett Motion delivered a standout market performance, with its stock reaching an all-time high after reporting robust first-quarter results and…
SKN | Is Garrett Motion’s Record Rally Justified by Fundamentals or Is the Market Getting Ahead?
  • Lior mor
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | Is Japan’s $2.2 Billion Loan the First Step in a Strategic $550 Billion Bet on the U.S. Economy?

Japan has taken a significant step in executing its massive $550 billion U.S. investment commitment, initiating a $2.2 billion loan…
SKN | Is Japan’s $2.2 Billion Loan the First Step in a Strategic $550 Billion Bet on the U.S. Economy?
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 2 days ago

SKN | Is Rising Central Bank Dissent Set to Increase Global Market Volatility?

Rising internal disagreement within major central banks is emerging as a potential source of heightened volatility in global financial markets,…
SKN | Is Rising Central Bank Dissent Set to Increase Global Market Volatility?
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | The Fed’s Inflation Litmus Test: PCE Index Signals a “Harder Landing” Ahead of Rate Decision

The U.S. economy received a sharp reminder today (Thursday) of the complexities involved in the battle against rising costs, with…
SKN | The Fed’s Inflation Litmus Test: PCE Index Signals a “Harder Landing” Ahead of Rate Decision
  • omer bar
  • •
  • 4 Min Read
  • •
  • 3 days ago

SKN | Fed’s Final Powell Meeting: How the “Higher for Longer” Stalemate Alters Global Carry Trade

Economic Framework: The Mechanics of FX and Interest Rate Equilibrium The global currency market has entered a period of relative…
SKN | Fed’s Final Powell Meeting: How the “Higher for Longer” Stalemate Alters Global Carry Trade
  • Lior mor
  • •
  • 7 Min Read
  • •
  • 3 days ago

SKN | Are Stagflation Fears Underpriced as the Iran War Disrupts Global Energy Markets?

The prolonged conflict involving Iran and the continued closure of the Strait of Hormuz are increasingly reshaping global economic expectations,…
SKN | Are Stagflation Fears Underpriced as the Iran War Disrupts Global Energy Markets?
  • omer bar
  • •
  • 5 Min Read
  • •
  • 3 days ago

SKN | Why the Fed Is ‘Firmly Parked’ on Rates as Powell Faces His Final Meeting

The Federal Reserve is set to hold interest rates steady, reinforcing a “wait-and-see” approach as policymakers assess the economic impact…
SKN | Why the Fed Is ‘Firmly Parked’ on Rates as Powell Faces His Final Meeting
  • Ronny Mor
  • •
  • 6 Min Read
  • •
  • 5 days ago

SKN | Are UK Retail Discounts Signaling a Deeper Demand Slowdown as Consumer Confidence Slips?

UK retailers are stepping up promotional activity and expanding discounts as signs of weakening consumer confidence begin to filter through…
SKN | Are UK Retail Discounts Signaling a Deeper Demand Slowdown as Consumer Confidence Slips?
  • omer bar
  • •
  • 6 Min Read
  • •
  • 5 days ago

SKN | Why the Fed Is Likely to Hold Rates Despite Mounting Pressure from Oil and War Risks

The Federal Reserve is widely expected to leave interest rates unchanged at its upcoming meeting, as policymakers grapple with a…
SKN | Why the Fed Is Likely to Hold Rates Despite Mounting Pressure from Oil and War Risks
  • sagi habasov
  • •
  • 8 Min Read
  • •
  • 6 days ago

SKN | Is AI Driving a Structural Shift in China’s Trade Balance as Imports Surge Ahead of Exports?

China’s trade dynamics are undergoing a notable transformation as economists revise forecasts to reflect a surge in imports driven largely…
SKN | Is AI Driving a Structural Shift in China’s Trade Balance as Imports Surge Ahead of Exports?

Hot Spot

Sectors Status

SectorWeight (%)YTD Return
All Sectors100.00%+5.36%
Technology31.14%+8.33%
Financial Services13.74%-4.22%
Communication Services10.25%+3.61%
Consumer Cyclical10.22%+0.60%
Industrials9.01%+13.14%
Healthcare8.62%-3.45%
Energy5.05%+29.51%
Consumer Defensive4.78%+7.89%
Basic Materials2.83%+11.34%
Utilities2.18%+9.89%
Real Estate2.18%+7.51%