Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 1 hour 20 min ago
Weekly Commentary: Volatile And Fragile
De-risking/deleveraging gained momentum this week – at home and abroad.
Will OpenAI Be The Yahoo! Of The AI Era?
The market is repricing risk rather than fleeing from it entirely.
Amazon And Microsoft’s AI Bet Hit A Wall: Wall Street’s Rare Bear Makes His Move
AI infrastructure costs soar as GPU-driven capex outpaces realistic revenue potential.
3 New Vanguard Active ETFs Hit The Market
They mark a first for the index fund pioneer.
Do Markets Ever Reach Equilibrium?
There are a few reasons why the word equilibrium stirs up so much debate among economists.
S&P 500 EW Weekly Update
We discuss the option trading dynamics and SPX.
Bitcoin Price: Rebounds 6% As Fed Cut Odds Double Overnight – Is The Bottom In?
Bitcoin price trades at $85,071 as Fed rate cut odds jump to 69.40% while spot ETFs face worst month of outflows since January launch with $2.47B in redemptions.
Private Credit Risks In Context
Recent defaults appear idiosyncratic rather than systemic, stemming largely from bank or public debt markets, with minimal private credit exposure.
Forecast: When Companies Will Reach $5 Trillion In Market Cap
After Nvidia became the world’s first $5 trillion dollar company in October 2025, investors are left wondering which tech giant will reach the milestone next.
Economy Adds 119,000 Jobs, But Unemployment Edges Up To 4.4 Percent In September
Job growth came in somewhat stronger than had generally been expected, as the healthcare and social services sector added 57,100 jobs.