Y

Yael Ben-David

Markets Reporter

559 Articles

About Yael

Yael covers equities, fixed income, currencies and commodities for NewsFormal. Her interest is less in the tick-by-tick and more in the mechanics behind a move: flows, positioning and the stories markets tell themselves. She writes analysis, not investment advice, and is careful about the difference.

Areas of Expertise

Equities bonds currencies commodities

Latest Articles

JPMorgan Lifts S&P 500 Target to 8,000 as AI Monetization Hopes Grow
Markets

JPMorgan Lifts S&P 500 Target to 8,000 as AI Monetization Hopes Grow

The bank's strategists see AI profits accelerating faster than spending, bolstering corporate earnings and lifting the i...

Yael Ben-David 👁 37 💬 0
Space Stocks Climb 37% in 2026, but SpaceX’s IPO Reverberates Through the Sector
Markets

Space Stocks Climb 37% in 2026, but SpaceX’s IPO Reverberates Through the Sector

The S&P Kensho Space Index has tripled the wider market's gains this year, fuelled by the satellite boom and reusable ro...

Yael Ben-David 👁 31 💬 0
Bosnia’s Potential 200,000-Tonne Antimony Trove Attracts Attention as Prices Soar on Chinese Export Curbs
Markets

Bosnia’s Potential 200,000-Tonne Antimony Trove Attracts Attention as Prices Soar on Chinese Export Curbs

Antimony prices tripled to nearly $60,000/ton after China restricted exports, making Bosnia’s estimated 200,000-tonne re...

Yael Ben-David 👁 31 💬 0
Aubrey Capital Flags AI Capex Risks; Trimmed Exposure, Eyes India Rotation
Markets

Aubrey Capital Flags AI Capex Risks; Trimmed Exposure, Eyes India Rotation

Fund manager Mark Martyrossian warns of potential AI infrastructure downturn, citing the Oracle downgrade and China’s ch...

Yael Ben-David 👁 28 💬 0
Strategic Metals Become the New Oil in Global Supply Chain Race
Markets

Strategic Metals Become the New Oil in Global Supply Chain Race

MarketScreener’s new thematic list highlights the critical role of cobalt, lithium, tin and rare earths across auto, avi...

Yael Ben-David 👁 28 💬 0
Why the Global Pet Care Market Keeps Attracting Investors — and Weathering Recessions
Markets

Why the Global Pet Care Market Keeps Attracting Investors — and Weathering Recessions

With a 5.8% annual growth rate and recession-proof spending, the pet industry is driven by aging demographics, millennia...

Yael Ben-David 👁 37 💬 0
Gold and Silver Regain Safe-Haven Luster as Economic Jitters Mount
Markets

Gold and Silver Regain Safe-Haven Luster as Economic Jitters Mount

Falling bond yields, trade tensions, and slowing growth push gold and silver back into the spotlight. Mining equities of...

Yael Ben-David 👁 42 💬 0
NBA’s $24 Billion TV Deal Fuels Franchise Values to $1.9B, Creating Investor Opportunities
Markets

NBA’s $24 Billion TV Deal Fuels Franchise Values to $1.9B, Creating Investor Opportunities

With a 1-billion-strong global fanbase and average franchise values of $1.9 billion, the NBA’s revenue model—anchored by...

Yael Ben-David 👁 28 💬 0
Return on Equity: Why Top-ROE Stocks Have Historically Beaten the Market
Markets

Return on Equity: Why Top-ROE Stocks Have Historically Beaten the Market

Return on equity gauges how efficiently a company turns shareholder capital into profit. Decades of research show that s...

Yael Ben-David 👁 25 💬 0
Regulatory Easing and Tech Trends Drive Online Gambling Growth
Markets

Regulatory Easing and Tech Trends Drive Online Gambling Growth

The global online gambling market, with revenues estimated above $50bn, is expanding at nearly 10% a year as more countr...

Yael Ben-David 👁 24 💬 0
Quantum Computing Seen as a $65 Billion Investment Theme by 2030
Markets

Quantum Computing Seen as a $65 Billion Investment Theme by 2030

The global quantum computing market could explode from $500 million to $65 billion by 2030, driven by its potential to r...

Yael Ben-David 👁 27 💬 0
Russian Stocks Edge Up on Hopes of US Envoys Visit to Moscow
Markets

Russian Stocks Edge Up on Hopes of US Envoys Visit to Moscow

The MOEX Russia Index rose 0.68% Monday as reports that Steve Witkoff and Jared Kushner may travel to Moscow for Ukraine...

Yael Ben-David 👁 28 💬 0
CAC 40 Flat as Markets Await US CPI, Iran Rhetoric Hardens
Markets

CAC 40 Flat as Markets Await US CPI, Iran Rhetoric Hardens

European stocks are expected to open near flat as investors digest a weak US jobs report that cut September rate hike od...

Yael Ben-David 👁 35 💬 0
European stocks pause near records as key US inflation data loom
Markets

European stocks pause near records as key US inflation data loom

European shares trod water on Monday after hitting all-time highs, with traders bracing for a week of crucial US inflati...

Yael Ben-David 👁 33 💬 0
Ibex Hesitates at Highs as Markets Digest Jobs Shock and Await US Inflation Data
Markets

Ibex Hesitates at Highs as Markets Digest Jobs Shock and Await US Inflation Data

Unexpected US job losses cut the odds of a September Federal Reserve rate hike in half, propelling Wall Street but leavi...

Yael Ben-David 👁 39 💬 0
Global Markets Cap a Historic Week at Record Highs as Geopolitical Optimism and Rate Hopes Converge
Markets

Global Markets Cap a Historic Week at Record Highs as Geopolitical Optimism and Rate Hopes Converge

Stock indices from Madrid to New York set fresh records after a dramatic shift from fear to euphoria, powered by US–Iran...

Yael Ben-David 👁 43 💬 0
South Korea’s Extreme Market Swings Subside as Leverage Unwinds
Markets

South Korea’s Extreme Market Swings Subside as Leverage Unwinds

Forced liquidations plunged, margin loans hit year-lows, and regulators tightened ETF rules, calming South Korea's Kospi...

Yael Ben-David 👁 33 💬 0
Technical Analysts See Bullish Setups in CRISIL, Pidilite, SCI, Tata Capital Amid Muted Market
Markets

Technical Analysts See Bullish Setups in CRISIL, Pidilite, SCI, Tata Capital Amid Muted Market

Indian equity benchmarks consolidate as a rally in oil prices churns cautious sentiment, but technical screens flag brea...

Yael Ben-David 👁 30 💬 0
Commodities Rally Faces CPI Test as Hormuz Risks Keep Oil on Edge
Markets

Commodities Rally Faces CPI Test as Hormuz Risks Keep Oil on Edge

Gold and base metals surged after a weak US jobs report boosted rate-cut bets, but next week’s inflation data will test ...

Yael Ben-David 👁 61 💬 0
US Stocks Climb Record Peaks as Broad Profit Surge Silences Doubters — For Now
Markets

US Stocks Climb Record Peaks as Broad Profit Surge Silences Doubters — For Now

S&P 500 earnings jumped 47% in Q2, with growth spreading far beyond tech. Yet surging long-term yields, a pivotal Fed de...

Yael Ben-David 👁 31 💬 0
European Indices Hit Records as Weak US Jobs Data Lifts Rate Cut Hopes
Markets

European Indices Hit Records as Weak US Jobs Data Lifts Rate Cut Hopes

European and US equity markets surged to fresh highs this week, powered by solid corporate earnings, easing Middle East ...

Yael Ben-David 👁 28 💬 0
Paris Markets Extend Rally to Seventh Day as Hormuz Talks Raise Tensions
Markets

Paris Markets Extend Rally to Seventh Day as Hormuz Talks Raise Tensions

European stocks edged higher, led by Paris, while geopolitical uncertainty over Iran’s Strait of Hormuz conditions kept ...

Yael Ben-David 👁 26 💬 0
Marketscreener Maps Global Wine Stocks, Highlighting Defensive Qualities and Diversity
Markets

Marketscreener Maps Global Wine Stocks, Highlighting Defensive Qualities and Diversity

Marketscreener's thematic list spans producers, glass, barrels, and closures across roughly 40 global companies, undersc...

Yael Ben-David 👁 32 💬 0
Why Return on Equity Remains the Bedrock of Long-Term Stock Selection
Markets

Why Return on Equity Remains the Bedrock of Long-Term Stock Selection

Decades of market data confirm that companies with high and stable return on equity consistently outperform their lower-...

Yael Ben-David 👁 29 💬 0
The Silver Economy: Why Aging Populations Remain a Compelling—But Risky—Investment Theme
Markets

The Silver Economy: Why Aging Populations Remain a Compelling—But Risky—Investment Theme

By 2025, Europe alone will count 222 million over-60 consumers. The silver economy spans healthcare, finance, and leisur...

Yael Ben-David 👁 31 💬 0
Wine Sector Thematic: The 40 Stocks Spanning Vines, Glass and Cork
Markets

Wine Sector Thematic: The 40 Stocks Spanning Vines, Glass and Cork

A thematic equity screen maps about 40 listed companies across wine production, suppliers and specialist retail, highlig...

Yael Ben-David 👁 30 💬 0
Gold Surges 2.7% to $4,415 After Weak US Payrolls Erode Rate Hike Bets
Markets

Gold Surges 2.7% to $4,415 After Weak US Payrolls Erode Rate Hike Bets

A sharp drop in US employment growth sent gold and silver soaring on Friday, with bullion heading for its best weekly ga...

Yael Ben-David 👁 51 💬 0
Ruble Weakens Against Yuan on Moscow Exchange, Weekly Loss Hits 51 Kopecks
Markets

Ruble Weakens Against Yuan on Moscow Exchange, Weekly Loss Hits 51 Kopecks

The Chinese currency rose to 12.24 rubles on Friday, marking a 0.51 ruble gain over the week as demand for yuan persiste...

Yael Ben-David 👁 33 💬 0
Yuan Hits Five-Month High as Russia's Finance Ministry Ramps Up FX Purchases
Markets

Yuan Hits Five-Month High as Russia's Finance Ministry Ramps Up FX Purchases

The Chinese yuan surged to 12.25 rubles, the strongest since March, after the Russian Finance Ministry unexpectedly incr...

Yael Ben-David 👁 52 💬 0
Lombard Odier Names Finance, Utilities, Materials and Healthcare as Top Sectors for Equity Gains
Markets

Lombard Odier Names Finance, Utilities, Materials and Healthcare as Top Sectors for Equity Gains

The Swiss private bank says solid earnings momentum and structural themes like AI electrification and the energy transit...

Yael Ben-David 👁 39 💬 0