The AI Cannibal Trade

TalkMarkets - Thu, 09/04/2025 - 17:37
Software companies like CRM are facing some serious challenges in today’s AI-driven economy.

“The Capitulation Rally” Stock Market (And Sentiment Results)

TalkMarkets - Thu, 09/04/2025 - 17:25
Alibaba reported what we would call the greatest earnings “miss” of all time last week

The Employment Picture — Pre-August Release

TalkMarkets - Thu, 09/04/2025 - 16:48
JOLTS data indicates the vacancies to unemployed ratio has descended to unity.

S&P 500 Nabs Record Close; Dow Snaps Losing Streak

TalkMarkets - Thu, 09/04/2025 - 16:39
Stocks finished higher as Wall Street hoped a dismal ADP private payrolls report and hotter-than-expected weekly jobless data would encourage the Federal Reserve to lower interest rates in September.

Economically Weighted ISM Headline And New Orders Indexes Back Into Weak Expansion

TalkMarkets - Thu, 09/04/2025 - 16:34
The regional Fed August indexes, including both manufacturing and general business activity, rebounded sharply, telegraphing that a rebound was also likely in the ISM indexes.

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