Grampa Simpson On Whining Whiners About House Affordability

TalkMarkets - Tue, 11/18/2025 - 12:20
The cost of a house has risen relative to the price level or to the average hourly earnings of production and nonsupervisory workers. What about real interest rates? These are most relevant for the non-liquidity-constrained agents.

Bitcoin ETFs See $254M In Outflows As Market Pullback Intensifies

TalkMarkets - Tue, 11/18/2025 - 12:18
Bitcoin ETFs see $254M in outflows as the market downturn pushes investors underwater for the first time since launch.

A Tsunami Of Liquidity Is Coming In 2026

TalkMarkets - Tue, 11/18/2025 - 12:12
Globally, central banks have begun the next major easing cycle with a jaw-dropping 320 rate cuts already implemented since the cycle began a mere 24 months ago.

Equity Exposure As A Leading Indicator: Just So, Or So What?

TalkMarkets - Tue, 11/18/2025 - 12:10
Equity exposure as a percentage of the market portfolio is a leading indicator of out- and underperformance for the asset class: the pinnacle comes before a market fall and the nadir before a rebound.

Silver Edges Higher As Risk-Off Mood, Fed Uncertainty Drive Demand

TalkMarkets - Tue, 11/18/2025 - 12:09
Silver edges higher on Tuesday, trading around $50.70 at the time of writing, up 1.00% on the day.

Macro Briefing - Tuesday, Nov. 18

TalkMarkets - Tue, 11/18/2025 - 12:05
Fed Governor Waller on Monday voiced support for another interest rate cut at the central bank’s December meeting.

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