Wall Street Dances On The Edge Of A Jobs Cliff

TalkMarkets - Thu, 09/04/2025 - 19:08
But if truth be told, stock markets rose as the global bond market rout fizzled out, and everything else simply fell into place.

Stocks And Precious Metals Charts -

TalkMarkets - Thu, 09/04/2025 - 18:53
Gold and silver were slumping overnight, but less so during the day. VIX is falling back down to la-la land again.

Rates Spark: The U.S. 10yr Sniffs An Excuse To Test 4%

TalkMarkets - Thu, 09/04/2025 - 18:46
The 10yr UST could target 4% on a weak payrolls number.

The VIX And Implied Volatility Signals Diverge Before NFP Release

TalkMarkets - Thu, 09/04/2025 - 18:39
The S&P 500 ground higher all session to close up 83 bps. At the same time, implied correlations, the VIX, and dispersion all moved lower, while the VIX 1-Day rose.

AI Smooth Sailing Until The Tide Turns

TalkMarkets - Thu, 09/04/2025 - 18:33
We discuss how September’s macro catalysts could swing the market, including the odds of a 25–50 bps Fed rate cut and what it would mean for equities, bonds, and the dollar. 

Does The Real Chip Advantage Come From Volume Or Value?

TalkMarkets - Thu, 09/04/2025 - 18:25
Apple made all the headlines, but companies like Skyworks handed early investors 14X returns by making the components inside the iPhone.

Timing An Investment In A Hot IPO Gone South

TalkMarkets - Thu, 09/04/2025 - 18:15
Circle empowers businesses to use cryptocurrency and public blockchains for payments and commerce worldwide, aiming to make the process more efficient.  

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