CA, NY, And The Nation: GDP Vs. Employment

TalkMarkets - Sun, 11/02/2025 - 04:30
Mark Zandi has asserted that whether the US goes into recession depends on how CA and NY economies evolve. If we rely on GDP to define activity, then the outlook appears sunny.

HLT: A Hotel Stock To Buy Amid Rising Room Demand And Higher Fees

TalkMarkets - Sun, 11/02/2025 - 04:00
We are maintaining our “Buy” rating on HLT and leaving our target price at $340. We believe that a recovery in business and leisure travel will lead to increased room demand, along with unit expansion and higher management fees

US Big Tech Earnings Confirmed One Thing — AI Is Not A Speculative Bubble

TalkMarkets - Sun, 11/02/2025 - 03:30
These companies aren’t just talking about AI; they’re investing tens of billions of dollars into chips, infrastructure, and data centres to support it. And this wave is backed by real revenue, enterprise demand, and disciplined execution.

AUD/USD Weekly Forecast: Cautious Fed Weighs On Aussie, Eying NFP

TalkMarkets - Sun, 11/02/2025 - 03:00
The AUD/USD weekly forecast remains subdued, as the pair trades near 0.6540 with a steady US dollar amid the Fed’s cautiousness and shifting risk sentiment.

The Next AI Drama Isn’t Online

TalkMarkets - Sun, 11/02/2025 - 02:30
The next drama in AI won’t happen online—it will unfold in hardware, supply chains, and geopolitical chokepoints. The article argues that while software grabs headlines, the real risk lies in where silicon, factories, and rare earths come from.

Hoot Of The Day: Trump Admit Beef Prices Are High Because Of His Tariffs

TalkMarkets - Sun, 11/02/2025 - 02:01
Trump argues with cattlemen over the price of beef. This is Trumperland ,where contradictions do not exist by nature.

November 2025 Monthly

Seeking Alpha - Sun, 11/02/2025 - 01:30

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