Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 2 hours 44 min ago
Stocks Settle Sharply Lower As Trump Weighs Attack On Iran
The Dow and S&P 500 snapped three-day win streaks on Thursday, while the tech-heavy Nasdaq also settled firmly lower as software stocks struggled.
Paper Won Last Battle, But Physical Silver Will Win
We discuss what's happening with the silver price and whether there is still a bull case for silver.
Mining Stocks Have Tech-Company Margins And Wall Street Hasn't Noticed
Precious metals and mining stocks are far from their peak despite recent volatility.
Metals Rally, Oil Direction & Fed Impact
Metals Rally, Oil Direction & Fed Impact
Tendências em Telhados Sustentáveis em Lisboa
Tendências em Telhados Sustentáveis em Lisboa
Why The Leading Indicators Failed
Traditional leading economic indicators have declined for over 3 years without a recession. This has never happened before.
The "Quiet" Before The Crash? (Gold & Silver)
Volatility in the precious metals market is dying out—but don't let the quiet fool you.
The Tortoise And The Hare: Staples Vs. Discretionary
Consumer Staples posted a record 15.6% gain to start 2026, significantly outperforming a slumping Consumer Discretionary sector. Drags from Amazon and Tesla have pushed the performance gap to historic levels.
AI Data Center And Electricity Supply Production As Drivers Of Industrial Production And Capital Goods Spending
Capital goods spending and industrial production are hitting record highs, driven by massive investments in AI data centers and power infrastructure. This AI-fueled construction boom remains a primary engine for economic growth.
Why Did Private Credit Stocks Slide, And What’s Up At Blue Owl?
Software exposure and liquidity risks fuel private credit concerns.
Housing And Recessions
Canadian home resale prices have dropped 21% since 2022, yet affordability remains strained as new construction slows. Projected declines in housing starts through 2028 pose significant risks to economic growth and employment.
Trump Can't Taco His Way Out Of AI Disruptions
The current market volatility isn’t about politics — it’s about AI disruption and structural change in the software sector.
Trade Deficit Surges In December, Full Year Deficit Hits A New Record
Trump’s claim of reducing the trade deficit by 78 percent dramatically blows up.
Private Credit’s Slow Death: Sending Banks Down & Gold Higher
Surging defaults in the $1.7 trillion private credit market signal a banking crisis reminiscent of 2008. As commercial banks and BlackRock face shadow-banking risks, gold remains the ultimate hedge against systemic collapse.
Grains Report - Thursday, Feb. 19
Rice was sharply lower again and trends are now down. The weekly export sales report was considered positive.
Monthly Dividend Stock In Focus: Plaza Retail REIT
Plaza Retail REIT offers a 6.5% monthly dividend, yet a 100% payout ratio and stagnant growth outlook raise sustainability concerns.
Gold And The Final Phase Of The U.S. Bank Run
Gold's 2024 breakout signals the final phase of a historic U.S. bank run, mirroring patterns from 1934 and 1980. Significant dollar devaluation likely lies ahead as the system seeks full gold-backed recapitalization.
Películas y Series Sin Interrupciones: La Ventaja de Usar Thunder TV
Películas y Series Sin Interrupciones: La Ventaja de Usar Thunder TV
Q4 2025 U.S. Retail Scorecard – Update
The Q4 2025 blended earnings growth estimate now stands at 1.9%.
Bitcoin ETF Outflows Extend As Analysts Warn Of A Deeper Decline Toward $50K
Bitcoin ETFs posted $133.3 million in outflows as weak risk appetite pressures prices toward $50,000.
