Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 1 hour 49 min ago
Investors Are Entering 2026 With A Cautious Stance
Disagreements within the Fed regarding the pace of easing in 2026 and sharp volatility in the precious metals market in late December amplified the cautious investor sentiment at the start of the new year.
2025 Followed Gold’s Lead
025 was a bad one in many ways, except for investment.
EUR/USD Hits Fresh One-Week Lows Following Weak Eurozone Data
EUR/USD accelerates its downtrend with bears eyeing the 1.1700 area.
Alibaba Stock Price Could Spike 25% In 2026 – Technical Analysis
Alibaba's stock price has remained in a bear market after plunging by ~20% from its highest point in 2025.
GBP/USD Forecast: British Pound Struggles
The British pound is once again capped by the 1.35 level against the dollar, leaving GBP/USD poised for a breakout in either direction as traders balance Fed cut expectations against a recently dovish Bank of England.
Why Is TSM Stock Surging Premarket? U.S. Approves China Equipment License
TSMC shares rose in premarket trading after the U.S. approved a license allowing the company to import chipmaking equipment to China.
Eurozone Bank Lending Growth Improved In November
Steady bank lending growth in the eurozone is in line with our view of modest GDP growth over the winter.
The Logical-Invest Newsletter For January 2026
The strategies are designed with always-on hedging — dynamically adjusting exposure to it as market conditions change.
Nvidia’s Cash Strategy Reflects Regulatory Landscape
Nvidia’s explosive growth has created a new challenge: how to deploy an unprecedented amount of cash in a world where scale itself has become a regulatory constraint.
Nifty Above 26,150; Sensex Today Trades Higher
Indian share markets are trading higher today, with the Sensex trading 168 points higher, and the Nifty is trading 50 points higher.
AUD/USD Outlook Buoyed By Hawkish RBA Hold As Rate Hike Risks Re-Emerge
The AUD/USD price begins 2026 with renewed bullish momentum as the RBA policy outlook shifts decisively back to inflation risk.
3 Worst Performing Dividend Kings In 2025
The three worst-performing Dividend King Stocks in 2025 were Stepan, Target, and Kimberly-Clark. This is the second year in a row that Stepan has been in the bottom three of this group
Silver Price Forecast: XAG/USD Jumps To Near $73.00 On US Rate Cut Hopes, Safe-Haven Demand
Silver price (XAG/USD) attracts some buyers to around $72.90 during the Asian trading hours on Friday.
AUD/USD Rises To Near 0.6700 As RBA Rate Hike Bets Emerge
AUD/USD recovers its recent losses registered in the previous trading session, rising toward 0.6690 during the Asian hours on Friday.
Lessons From The Fed Minutes: Why Division And Dissension Are Likely To Dominate Monetary Policy In 2026
A close reading of the Fed minutes reveals deeper divisions than Chair Powell acknowledged, pointing to labor-market risk, persistent dissension, and the case for earlier rate cuts.
Why Bank Of Japan Might Wait Until Second Half Of 2026 To Tighten Again
The Bank of Japan aims to move its real rate closer to zero, but the timing and scale of future adjustments will depend on economic conditions. The market appears dissatisfied with the lack of clarity.
Extreme Value Clusters In Cash-Generative Financials, Industrials, And Materials
This week’s Large-Cap Screen continues to surface a familiar theme: extreme value is clustering in cash-generative Financials and cyclically exposed Industrials and Materials, while Energy takes a relative pause at the very top of the rankings.
Dogs Of The Dow Beat Market In 2025
With the turn of the calendar to a new year, it is appropriate to review the performance of the Dogs of the Dow for the last calendar year of 2025.
Early 2026 Expectations
My S&P 500 call to observe ES behavior in the low 6,920s and 6,936 came very true. The opening bell spike to high 6,950s was swiftly rejected, 6,936 gave way as support, and low 6,920s were undershot… with prices rebounding back to 6,930s.
100 Year Perspective Provides Prospective
We've reached a milestone: 100 years of returns on stocks, bonds,T-bills and inflation. Here are some the lessons we can learn. We also examine the fear and greed that is happening right now.
