Dollar Index Breaks Resistance As S&P 500 Momentum Stalls

TalkMarkets - Wed, 10/08/2025 - 19:40
The S&P 500 advanced about 60 basis points on the day, but the index has essentially moved sideways since Friday. If it manages to gap higher tomorrow, that would be different, but for now, we’ve just been oscillating around the 6,750 gamma level.

Reliance On Obamacare Subsidies Jumps To Over 22 Million

TalkMarkets - Wed, 10/08/2025 - 19:20
Political pressure on the budget showdown will mount. The number of people receiving a subsidy jumped from 10 million to over 22 million as a result of Biden’s 2021 American Rescue Plan Act (ARPA).

Is Gold Six Weeks Overbought... Or 60 Years Oversold?

TalkMarkets - Wed, 10/08/2025 - 19:01
No "private counterparties" could ever corner the gold market as long as "central banks stand ready to lease gold in increasing quantities should the price rise".

Consumer Sentiment Cracking Amid Gov't Shutdown; 17% Of Americans Delay Major Purchases, Survey

TalkMarkets - Wed, 10/08/2025 - 18:42
The shutdown could cost the U.S. economy $15 billion per week. If it drags on for several more weeks, the economic disruption could become far more widespread.

Silver Nears $50, And Money Is Pouring Into The Miners

TalkMarkets - Wed, 10/08/2025 - 18:23
After a $1 sell-off on Tuesday, the silver price has just soared back higher.

The Market’s Teflon March: When Momentum Becomes Religion

TalkMarkets - Wed, 10/08/2025 - 18:18
The only thing falling is the yen, a casualty of Japan’s new “controlled reflation”, which looks a lot like old-fashioned currency engineering with better PR.

$10,000 Gold In A World Of Monetary Inflation And Debt On Top Of Debt On Top Of Debt

TalkMarkets - Wed, 10/08/2025 - 18:01
We discuss how today’s debt-driven financial system now runs entirely on liquidity.

EUR/USD Extends Losses As German Data And French Political Turmoil Weigh

TalkMarkets - Wed, 10/08/2025 - 17:55
EUR/USD weakens for third day amid German data slump and prolonged U.S. shutdown.

Frothy Markets Feel No Fear

TalkMarkets - Wed, 10/08/2025 - 17:46
The volatility futures structure is screaming that October is about to get violent.

Could Intuitive Surgical Stock Be Sitting On A Quiet Revolution?

TalkMarkets - Wed, 10/08/2025 - 17:37
While most investors see Intuitive as a steady healthcare play, behind the scenes, a new wave of innovation is unfolding.

Pages