Economy

The foreign exchange market is opening the week with a slight rise in the shekel against the dollar ahead of the Bank of Israel's interest rate decision. The dollar is down 0.2%, trading around 2.99 shekels.

Globes presents an update on the state of global markets. Monday morning: escalation between the USA and Iran shifts sentiment after a month of relative calm. On Wall Street, bets on a near-term interest rate hike are rising, while stock exchanges in Tokyo and Seoul are losing over 1%.

US forces attacked launchers in the Strait of Hormuz, the Revolutionary Guards fired missiles at bases in Jordan, and talks are stalled. Fears of a global energy crisis are growing: shipping companies are clearing the strait, a tanker was damaged, and the price of a barrel of oil jumped to over $90.

According to a recent Deutsche Bank report, Israel is one of the three economies most vulnerable to AI-driven service disruptions due to its heavy reliance on high-tech service exports.

The moderation of inflation and changes in the local labor market increase the probability of a significant step on Tuesday, while in the US a completely opposite trend is being recorded. Analysts at Leader Capital Markets provide their analysis.

Companies in this sector published excellent reports, yet they suffered the largest sales by foreign investors this week. Behind the move lies a warning sign coming straight from Wall Street. What do the foreigners know about these stocks, and what does it mean for your portfolio?

Chief strategist Yoni Fanning analyzes the US Fed Chair's recent stance and explains how it may impact the potential for an interest rate cut in Israel.

A tiny stock has become a trading hit on Wall Street, jumping hundreds of percent in just a few days without any business news to justify it. Behind the surge are a tiny amount of shares, abnormal trading volumes, and a real threat of delisting from Nasdaq. What is important for an investor to know before getting swept up in the trend?

At the peak of the reporting season, foreign investors poured hundreds of millions of shekels into the banking sector on the Tel Aviv Stock Exchange. We analyze what in the reports justified this rush and how it affects your long-term savings.

Europe is set to enter the winter with its lowest gas reserves in 13 years. With storage levels at only 63% in late August, experts warn of increased price volatility during the heating season.

In Globes' weekly column, we checked what happened to prominent Israeli stocks on Wall Street at the end of the week. Reports beat expectations but the forecast cut: the reason for SentinelOne's fall. The veteran director at eToro cashed out millions in shares - and the analysts who continue to believe. And also: Amdocs stock jumped 26% from the bottom: is it a "bargain" that will continue to fly?

The cyber giant recovered sharply from last week's sell-off, jumping over 10% and approaching a threshold that no company on the stock exchange has ever crossed. On the other side, Elbit continued its retreat, falling below 100 billion shekels and losing fourth place in the ranking. What is driving these two trends?

The Tel Aviv Stock Exchange and Bank Hapoalim are launching a new index providing exposure to 58 public companies operating in the periphery with a market value of 171 billion NIS, aiming to boost growth and employment outside the country's center.

At a time when the real estate market is stagnating, the Israeli company Sde Nadlan is recording a sharp surge due to its investments in the United States. Those who purchased the stock at the beginning of the year have recorded over 50% profit.

The disaster in Colombia has severely damaged the growing regions and the central port of the world's third-largest coffee producer, and the complete halt of shipments is now raising serious concerns about a price spike in the coming months.

Fast food giant McDonald's made a dramatic change to its popular promotions and the results were devastating. With a sharp drop in stock and billions in debt, is the beloved chain on the way to a change of direction?

US Treasury Secretary Scott Bessent warns that the collapse of the Japanese currency threatens global markets. In an official letter, he reveals why Washington was forced to intervene in a rare move.

The decline in inflation and the strong shekel support a third consecutive reduction the day after tomorrow. On the other hand, the increase in government spending and security uncertainty raise concerns that prices will start rising again, so the Bank of Israel may leave the interest rate unchanged at 3.5%.

Financial stocks in Tel Aviv have soared by hundreds of percent over the last three years, and now investors are facing a dilemma: has the rally exhausted itself or is this just the beginning? Globes presents the investor's guide to the financial rally: is it worth investing in a bank, insurance company, or investment house stock, and where else are there opportunities?

The Tel Aviv Stock Exchange's shift to a Monday-Friday trading week has yielded results faster than expected. Friday trading volumes surged by 173% compared to Sundays, with foreign investors accounting for 40.2% of the turnover.

A gradual collapse in South Korea's KOSPI index wiped out $2.5 trillion in market value and left investors who bet on the AI boom with heavy losses.

Kevin Warsh's speech at Jackson Hole marked a shift in Fed policy: moving away from excessive market signaling and returning to full accountability for inflation without external excuses.

Corn and wheat prices have reached three-year highs due to distinct factors. Wheat is surging amid the escalation of the war between Russia and Ukraine, while corn is rising due to lowered US yield forecasts.

Oil exports from the Persian Gulf have recovered to about two-thirds of pre-war levels, limiting the impact of the conflict with Iran on global prices. Total regional exports have reached 15–16 million barrels per day.

Young people aged 18 to 21, who are legally prohibited from gambling in most US states, poured about $5.4 billion this year into the prediction platform Kalshi. This regulatory gap exists because such platforms are defined as financial markets and regulated at the federal level.

Federal Reserve Chairman Kevin Warsh delivered his first speech at the Jackson Hole conference. He emphasized that price stability remains the primary focus and that the 2% inflation target is firm and fixed.

Fed Chair Kevin Warsh is set to speak at the Jackson Hole conference. Investors are looking for clues on future monetary policy, though markets remain calm with the VIX volatility index trading below its annual average.

The investment bank presents a detailed roadmap for dealing with market volatility, highlighting the most promising avenues in technology alongside the great opportunity that has now been created in the bond market.

Japan spent 15.4 trillion yen ($96.4 billion) on foreign exchange interventions between July 30 and August 26. This record monthly expenditure reflects the government's determination to curb the yen's depreciation.

The weekly Forbes ranking of the world's wealthiest individuals shows significant shifts: Elon Musk solidified his lead with a $9.9 billion gain, while Michael Dell saw a sharp rise in his fortune. Conversely, Jeff Bezos and Google's founders experienced losses this week.

In a review published by J.P. Morgan, the bank's economists estimated that the elections in Israel could lead to a shift of up to 3% in the shekel in either direction. In a scenario of an opposition victory, to which the bank assigns a 55% probability, the shekel could strengthen by 2% to 3%.

Foreign exchange markets are showing slight movement ahead of Fed Chair Kevin Warsh's speech in Jackson Hole. The dollar is trading above 2.96 shekels, up 0.1%.

Asian markets show a mixed trend as investors await the debut speech by new Fed Chair Kevin Warsh in Jackson Hole. Yesterday on Wall Street, Nvidia shares jumped 8.7%.

Nvidia's strong report sent chip stocks soaring globally and in Tel Aviv: Palo Alto jumped 10.6% and Tower 5.4%. The focus now shifts to the Fed Chair's speech at Jackson Hole today. What is expected in trading?

An unprecedented growth forecast of 70% has reignited the chip sector and sent the Nasdaq higher, but why does the US bond market continue to signal concern and caution?

The tool used by those with the greatest potential for damage. The WhatsApp message that created panic. And the smart securitization of LeBron James. A spotlight on several issues on the agenda.

While 96% of analysts recommend a "buy," Jay Goldberg of Seaport Research holds the only "sell" recommendation on Nvidia stock. His argument is surprising: precisely because the company is showing amazing results, it can no longer surprise to the upside. What is behind this unusual position?

Three Federal Reserve officials expressed ongoing concern today about the state of inflation in the US, as the annual Kansas City Fed economic symposium opened in Jackson Hole, Wyoming. They emphasized the need for action to return inflation to the 2% target.

A stormy trading day closed with sharp gains in the leading indices. While one of the largest technology companies records an unusual double-digit jump, retail giant Shufersal and airline El Al disappoint investors and plummet.

The international investment bank Jefferies sets a target price of 565 shekels for Menora Mivtachim shares and explains why it is the only one in the industry increasing profits in property auto insurance while competitors are struggling. What is behind the premium that Jefferies suggests for the stock, and where do the risks lie?