Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 51 min 58 sec ago
The Investor's Dilemma: Ride The Bubble Or Seek Safety?
Suddenly signs of systemic stress are cropping up all around us.
The Golden Fan Effect – What The Monthly Chart Revealed
Gold is brushing against the outer rim of a long-term arc.
The Fed's Forever Blowing Bubbles
We discuss the current financial landscape.
As The 60/20/20 Portfolio Strategy Gains Traction; Gold Becoming A "Core Allocation"
Since 2022, there has been a growing number of people questioning how well bonds balance equity risk, and they are turning to gold.
Dow Suffers 1,000-Point Reversal Amid Dramatic Tech Pivot
The Dow, S&P 500, and Nasdaq all pivoted sharply lower in the afternoon, as sentiment shifted from triumphant AI vindication to renewed tech valuation skepticism.
Could This Be The Perfect Volatility Play?
Consumer staples are sitting at massive discounts with dividend yields that actually pay you to wait out the volatility.
EUR/USD Flat Near 1.1540 As NFP Surprise Bolsters Dovish Fed Bets
EUR/USD trades at 1.1538 after solid US jobs growth offsets a softer unemployment reading.
Bitcoin ETFs See Reversal As Inflows of $75 Million End 5-Day Outflow Streak
Bitcoin ETFs see a shift with $75 million in inflows after five days of outflows, while Ethereum ETFs continue to struggle with outflows.
What Does The September Jobs Report Mean For Rates?
After several months of subpar jobs reports, the delayed September nonfarm payrolls report was better than most economists expected.
Q3 2025 U.S. Retail Scorecard - Update
The Q3 2025 blended earnings growth estimate now stands at 7.2%.
Evening Digest: U.S. Jobs Beat, AI Slows Hiring, India Rallies, And Crypto Tumbles
Here's a glance at the major developments on Thursday.
September Jobs Up 119,000 Unemployment Rises To 4.4 Percent
The shutdown killed October (no data collected) so this is all we get for a while.
Bitcoin Price Plunges Below $87k: Here’s Why BTC Is Dropping
Bitcoin ETF outflows and weak institutional demand deepen market slump.
Updated Business Cycle Indicators, Including Employment
Consensus private NFP essentially hit the mark, while overall NFP was an undershoot. This suggests greater difficulty tracking government employment.
The Peruvian Stock Market: Insights On Performance And Benchmarking
S&P Latin American equities have done well in 2025, with Peruvian equities demonstrating strong performance even beyond this year.
Cloud Stocks: Analysis Of Palo Alto Networks’ Chronosphere Acquisition
Cyber security services provider Palo Alto Networks continues to be on an acquisition spree this year.
Hong Kong MPF Slightly Rose 0.5% On Average In October 2025
The total 376 Hong Kong Mandatory Provident Fund (MPF) registered for sale in Hong Kong posted positive return of 0.5% on average in October of 2025.
“Don’t Let The Gloom Fool You” Stock Market (And Sentiment Results)
If there is one thing we have learned time and time again, never bet against the U.S. consumer when they have jobs.
Macro Briefing - Thursday, Nov. 20
The U.S. trade deficit narrowed sharply in August due to tariffs.
Mixed Messages On U.S. Jobs Will Keep The Fed Hawkish
The jobs data isn't weak enough to force the Fed to backtrack from recent hawkishness and cut rates in December.
