Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 2 hours 21 min ago
What To Expect From U.S. Big Banks As They Report Earnings Next Week?
U.S. big banks are set to kick off earnings season next week, and experts are bracing for solid results.
GBP/USD Weekly Forecast: Extends Weakness Amid Resilient U.S. Data
The GBP/USD weekly forecast edges lower as the US dollar gains on upbeat economic data.
Nvidia And Broadcom Among Mizuho’s Top 2026 Semiconductor Picks
Mizuho names Nvidia, Lumentum, and Broadcom as top 2026 chip stocks, citing AI demand and networking growth. Microchip and Lam Research also highlighted.
The Bipolar Economy
Last year saw wild swings in attitudes about the economy and financial markets. Not a bad year overall, but it was a rough ride at times.
Weekly Commentary: Global Markets Rise
Three-month Treasury bill rates ended the week at 3.5125%.
New Year, New Records: Equities Rise As Growth Outlook Improves
It’s only been a few days since the start of 2026, but global equity markets are already reaching new all-time highs.
Biggest Risks To The Market?
The biggest risks to the market are an "economic downturn," followed by the "political environment" at 22% and "persistent inflation" at 19.4%.
flyExclusive Explodes 130% on Starlink Deal: Hidden Gem Or Just Hype?
flyExclusive is a private jet services provider through on-demand charters, Jet Club memberships, and fractional ownership.
Silver Tightness Spreads To India
Solar panel manufacturers in India are starting to have a hard time sourcing the silver they need.
Cutting Interest Rates Isn’t a Cure‑All For The Economy
An Austrian assessment shows why cutting rates merely delays the needed adjustment and why the real cure is higher, market‑driven rates and fiscal restraint.
Trade It: Crude Oil Breakout Alert, Natural Gas Tags Major Support, Rally Expected
Natural Gas has just tagged a multi-year "epic" support trendline, signaling a high-probability bounce of up to 21%.
Donald Trump’s $6 Trillion Tax Hike And Increase In Military Spending
Taken over a decade, a $600 billion increase in annual taxes would come to $6 trillion, roughly $45,000 per household. It is real money. It would be difficult, but not impossible, to raise this much money through tariffs.
Accelerating Deterioration In Manufacturing Employment, Post-“Liberation Day”
US manufacturing jobs have worsened rapidly since “Liberation Day,” with accelerating losses and weakening sector conditions. The data point to growing labor slack and rising concerns about overall economic stability.
Why History Says We Could See The Nasdaq Double
You are living through an unusually powerful bull market. While the run from the “Liberation Day” lows has been breathtaking, the data suggests you could see the Nasdaq double from here.
Delta Vs United: Which Airline Stock Is The Better Investment For 2026?
Making their favorable outlook more attractive is that Delta and United stock trade roughly on par with the industry average of 9X forward earnings and less than 1X forward sales despite being clear-cut leaders in the space.
Gmail’s AI Is On By Default
Google just announced the biggest Gmail update in 20 years. Gemini AI is now embedded across the platform, bringing AI-generated thread summaries, natural language search, smart replies, and a completely redesigned inbox view.
Non-Farm Payrolls: Good News & Bad News
Ahead of today’s open, the final component of “Jobs Week” hits the tape: the December Employment Situation report — non-farm payrolls and unemployment — from the U.S. Bureau of Labor Statistics (BLS).
The Market Is Holding Its Breath
The market is sitting at the apex of an ascending triangle. Every short seller piling in here is adding to their losses while the algorithms position for something violent. I call this setup "waiting to exhale."
Intel Stock Has Already Doubled The Value Of US Government’s Stake
INTC shares have been in a sharp uptrend over the past six months – a rally that has “doubled” the value of the Trump administration’s stake in the chip manufacturer.
Is It Time To Underweight Technology?
In this week's video, we'll review the latest charts and data to help us answer the question, is it time to underweight tech stocks?
