Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 1 hour 51 min ago
ADP Employment Report Confirms 'No Hire, No Fire' Labor Market
ADP's Employment report paints a poor picture for hiring (even if jobless claims paints a healthy picture for 'not firing'), adding just 22k jobs (well below the 45k expected).
Q4 Earnings Summary: Eli Lilly And AbbVie Beat, Uber Mixed
Quarterly earnings reveal a mix of positive surprises and challenges, with Eli Lilly and AbbVie beating expectations and Uber facing hurdles.
AI Investors Are Missing These Dividend Opportunities
With artificial intelligence dominating investors’ thoughts, there is a constant search for investment ideas to profit from the AI boom.
EUR/USD Attempts To Move Higher
The major currency pair is engaged in recovery attempts. On Wednesday, EUR/USD strengthened to 1.1822.
Will A Sugar High Of Huge Tax Refunds In April Stoke Inflation?
The Tax Foundation estimates refunds will be $748 more per household, on average, compared to last year.
Bitcoin: $86k Bounce Or $34k Crash? (The "Smart Money" Levels)
Bitcoin has shown resilience by holding the key $74,000 breakout pullback level from April 2025 and the $73,000 highs.
EUR/USD Remains Under Pressure As Dollar Remains In Driving Seat
The EUR/USD turned lower after starting the session on the front-foot.
Could AMD’s Strong Innovation Pipeline Outperform Nvidia This Year?
Semiconductor giant Nvidia has long been the darling of the artificial intelligence boom on Wall Street, but AMD’s rip-roaring start to 2026 shows investors that there could be a major market opportunity emerging.
McDonald’s Rally Continues; Final Wave In Motion?
McDonald’s has broken March 2025 highs, aiming for 340 as Wave C unfolds, though the rally may be nearing its final stage.
Gold Is Back In The Black: Geopolitics Dictates Conditions Again
Gold, on Wednesday, returned above the key level of 5000 USD per ounce and has already approached 5067 USD.
CMG Is Still Priced Like A Growth Stock – But It No Longer Has Any Growth
Chipotle reported another disappointing quarter after the close on Tuesday with -2.5% comps. For the first time ever, full year comps were negative at -1.7%.
Sunday's Election Prospects Weigh On The Yen
Sunday’s election is around the corner and polls show Prime Minister Takaichi leading the LDP to a strong showing, where it may recapture an outright majority.
Fed Balance Sheet Unwinding
QE normalized huge bank reserves, so rapid QT risks liquidity stress, and the author argues policy should steer rates, not the balance sheet.
S&P Slips 100 Points as Tech Sell-Off Continues
Markets moved lower yesterday, with major indices falling.
Fed "Musical" Chairs
Don't expect Kevin Warsh, or anyone else, to have any material effect on nature of the Federal Reserve or its mission.
January Ends With Perceived Renewed Stability For The US Dollar
The first capital markets’ month of 2026 is now complete but the proposed appointment of the new Fed Chair changed a lot of the monthly returns significantly in just one day of trading.
Two Trades To Watch: EUR/USD, FTSE 100 Forecast - Wednesday, Feb. 4
FTSE 100 reaches a record high, boosted by oil majors and miners.
Bitcoin Has Plummeted To A 14-Month Low
In early February, Bitcoin declined to $72,800, reaching its lowest level since November 2024 amid an increase in forced liquidations of leveraged positions and accelerating capital outflows.
Daily Market Outlook - Wednesday, Feb. 4
Software stocks across Asia, from India to Japan, took a hit as concerns mounted over how advancements in artificial intelligence could disrupt traditional business models, echoing the declines seen in their U.S. counterparts.
Pound Sterling Extends Gains As BoE Looks Set To Keep Rates On Hold
The Pound Sterling rises against its peers on expectations that the BoE will hold interest rates steady on Thursday.
