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Goldman Sachs raises forecasts — “overweight” on global stocks

Global stock markets received a boost after Goldman Sachs raised its recommendation for global stocks to “overweight”, arguing that economic momentum was improving, favorable valuations and growing support for fiscal and monetary policy. The bank points out that mid-2025 brought a clear increase in risk appetite, and the indices broke through multi-month resistance levels, which […]

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Explore the world of investing – part 3

Building an investment portfolio is a process that requires patience and regularity. In the previous parts of the series, we focused on the foundations: setting goals, developing a plan, setting a time horizon, as well as organizing capital, assessing risk and understanding diversification. These are solid foundations, without which it is difficult to talk about

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Fed — easing signals, but beware of services inflation

In its September announcements, the Fed gave mixed signals: on the one hand, the markets are discounting a series of rate cuts, on the other — Fed representatives (m.in. Beth Hammack) are warning of persistent inflationary pressures, especially in the services segment. Official documents from mid-September confirm that the FOMC Committee is still at the

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Evergrande and the Chinese real estate sector – the offering and restructuring phase

Evergrande’s liquidity and restructuring continue to be in focus: liquidators have received initial, non-binding offers for a portion of assets (e.g., property management services plots), which could mean gradual steps toward an orderly sale of assets. This is important for the markets, as the Chinese real estate sector continues to influence the global and domestic

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Sentiment analysis: an advanced investor tool

Sentimental analysis is an advanced technique used by professional investors to assess market sentiment and predict future price movements. Unlike fundamental analysis, which focuses on financial and economic indicators, and technical analysis, which is based on charts and trends, sentimental analysis examines the psychology of the market, the behavior of participants, and their reactions to

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ECB pauses — rates unchanged, but “still in the right place”

At its last meeting, the Governing Council of the European Central Bank decided to keep the three key interest rates unchanged, arguing that inflation is on target and current policy is “in the right place”. This is the second break in the easing cycle, which has eased market expectations for rapid reductions in the cost

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Fundamental analysis: an advanced approach to investing

Fundamental analysis is one of the key techniques used by professional investors to assess the value of assets. Unlike technical analysis, which focuses on charts and price indicators, fundamental analysis is based on the study of economic, financial, and strategic factors that determine the true value of an investment. For experienced investors, fundamental analysis allows

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