Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 1 hour 25 min ago
What Is Actually The Problem With The Current US Labor Market?
By conventional big-picture measures, the US labor market looks pretty good. However, the mood about the US labor market feels undeniably grim. Is this a “vibe-session,” based on little more than gloomy moods?
Venezuela, Trump & The New Multipolar World: What Markets Are Missing
We discuss the so-called "Chuck Norris" and "Age of Empires" premium, why global inflation narratives are fracturing, and why industrial metals and supply chains matter more than energy headlines.
Job Openings Plunge Below Lowest Estimate As Gov't Openings Crater; Hiring Plummets
While today's ADP report was a solid rebound from the worst monthly report in years, the same could not be said for the JOLTS job opening report that followed less than two hours later.
Is The Dam Breaking? How Morgan Stanley's Crypto ETFs Could Reshape Finance
Morgan Stanley's initiative could shatter barriers, encouraging rivals like to launch their own crypto ETFs.
S&P 500 Taps Another; ISM Services Data Shows Expansion
The Dow Jones Industrial Average is pulling back this afternoon, last seen down double digits following yesterday's record close.
Alaska Airlines Mega Order Sends Boeing Stock Into Takeoff Mode
Boeing is in focus this morning after Seattle-headquartered Alaska Airlines announced a purchase order for more than a hundred “737 Max 10” aircraft.
U.S. Banks Warn Stablecoins Could Drain Trillions In Deposits
Debate grows as community banks, regulators, and crypto firms clash over deposit risks and fair stablecoin rules.
Did You See Commodity Prices?
Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train.
Will Gold Crush Stocks In 2026?
With gold set for major outperformance against stocks, investors positioned early could see transformative returns.
Stock Analysis: HA Sustainable Infrastructure
HA Sustainable Infrastructure Capital Inc invests in climate solutions and provides capital to assets developed by companies in energy efficiency, renewable energy, and other sustainable infrastructure markets.
Soaring US Services Clouds The Fed Rate Cut Story
The ISM services index hit a 14-month high with surging output, orders, and employment, but this contradicts the relative softness seen in other business surveys.
Why Did Eli Lilly Shares Surge Today? Key Factors
Eli Lilly shares surged over 4.5% on analyst upgrades, acquisition rumors involving Ventyx Biosciences, and a new $1.3 billion research partnership.
The FTSE Finish Line - Wednesday, Jan. 7
The FTSE 100 index hit the brakes on Wednesday, retreating 0.7% after an impressive streak of record highs.
Our AI Semiconductor Stocks Portfolio Outpaced Nasdaq By More Than 2-To-1 In 2025 - Here's How
5 of 6 AI-semiconductor sub-segments gained an average 45% in 2025. This article outlines each segment’s focus, overall performance, and the results of its key constituents.
ISM Services Report For December: Services Sector Still Expanding Strongly
The big news of the morning has to be the very good ISM services report for December, which shows that the 75% or so of the economy that is services was nowhere near recession last month. *All* of the components moved in the right direction.
The State Of The Market: Can The S&P Keep Going Up Without Tech Participation?
While the S&P 500 has broken out to new highs in recent days, it is being driven by the “soldiers” not the mega cap tech “generals” that have led for this almost three year bull market.
EURAUD: Bearish Momentum Returns Into 2026
EURAUD shows bearish pressure after a completed weekly ABC recovery. The daily chart confirms a lower high and trend-line break, pointing to further downside toward 1.70 in early 2026.
Soaring Silver Prices Force Solar Makers To Rethink Materials
The decision comes as solar manufacturers — the largest industrial users of silver — face intense competition and oversupply, making the recent surge in silver prices especially painful.
Stock Analysis: Sahathai Terminal
Sahathai Terminal Public Company Limited provides comprehensive sea logistics services in Thailand.
Intel Clawed Its Way Back To Relevance In 2025, Will The Rally Continue?
Intel's stock rallied 84% in 2025 under new CEO Lip-Bu Tan, fueled by major investments.
