Rates Spark: Bund Yields Not Reflecting The Equities Optimism

TalkMarkets - Thu, 10/16/2025 - 03:10
Bund yields are falling by more than equities would justify. From the demand side, we may have more investors seeking safe havens from market turmoil, whilst from a supply perspective, we see very little net issuance in October versus other months.

Some Business Cycle Observables

TalkMarkets - Thu, 10/16/2025 - 02:50
Using indicators like industrial production, manufacturing output, and capacity utilization, the article examines real-time business cycle signals—especially as some data series become unavailable during the government shutdown.

Signs: The Winds Of Change Are Blowing A Hurricane

TalkMarkets - Thu, 10/16/2025 - 02:30
Gold and silver are being swept up in a sweeping shift — as global confidence in fiat currencies wanes, precious metals become the anchor amid mounting volatility and structural change.

Alphabet: Failing To Innovate?

Seeking Alpha - Thu, 10/16/2025 - 02:05

NuScale Stock Soars On US Army Initiative: Is It Too Late To Buy SMR Shares?

TalkMarkets - Thu, 10/16/2025 - 02:00
NuScale Power Corp (SMR) rallied more than 20% yesterday after the US Army launched a new initiative aimed at deploying micro nuclear reactors.

Green Plains And Biogenic CO2

Seeking Alpha - Thu, 10/16/2025 - 01:45

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