How The “Wealth Effect” Fueled Q3 GDP

TalkMarkets - Fri, 12/26/2025 - 14:04
In Q3, personal spending rose 1.6%, or 6.4% annualized, while personal incomes only rose 0.8%, or 3.3% annualized. A little more precisely, personal spending rose 0.75% more than personal incomes.

China Sanctions 20 U.S. Companies Over Taiwan Arms Sale

TalkMarkets - Fri, 12/26/2025 - 13:51
Beijing responds to Trump administration’s approval weapons package for Taipei with restrictions on firms and executives.

Cisco Systems Stock Is Treading Water - How To Use Puts And Calls To Play CSCO

TalkMarkets - Fri, 12/26/2025 - 13:38
Cisco Systems, Inc. generated strong free cash flow (FCF) in Q3, and there is every indication that it will continue. But CSCO stock has been flat.

Grains Report - Friday, Dec. 26

TalkMarkets - Fri, 12/26/2025 - 13:25
Corn was higher in holiday trading as the demand for export and for bio energy needs holds strong.

All Is Calm - The Energy Report

TalkMarkets - Fri, 12/26/2025 - 13:12
In the aftermath of the Christmas holiday for oil prices, everything is calm and everything is bright.

How To Explain The Historical Divergence Between Gold And Volatility

TalkMarkets - Fri, 12/26/2025 - 12:39
​​​​​​​We are facing an extremely rare situation: the VIX is close to its lowest level in a year, around 14, while the price of gold is reaching historic highs.

Financial Bubbles: How They Make Us Poorer

TalkMarkets - Fri, 12/26/2025 - 12:21
We rightly associate a bubble activity with an expansionary monetary policy of the central bank.

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