Weekly Commentary: A Feature, Not A Bug

TalkMarkets - Sat, 10/04/2025 - 11:24
It’s the type of extraordinary backdrop that flashes “critical juncture”. Ongoing “Terminal Phase Excess” is the culmination of a historic multi-decade global Credit Bubble.

How Do You Measure A Bubble?

TalkMarkets - Sat, 10/04/2025 - 11:06
In some respects, the AI bubble is similar to the dotcom bubble of 25 years ago. In other respects, the current bubble is very different.

Big Debt Cycles

TalkMarkets - Sat, 10/04/2025 - 10:47
​​​​​​​Debt is a curse that can also be a blessing, depending on how the borrower uses it.

D-Wave Quantum Stock: Police Partnership Powers Rally To All-Time Highs

TalkMarkets - Sat, 10/04/2025 - 10:28
The company’s market capitalization now sits near $10 billion. One-year returns have reached 3,058% as quantum computing gains traction.

Japanese Stocks May Extend Record Run As Takaichi Win Revives ‘Abenomics’

TalkMarkets - Sat, 10/04/2025 - 10:09
Investors brace for pressure on bonds and the yen amid expectations of looser fiscal policy.

Week Ahead: U.S. Government Remains Closed, China Is On Extended Holiday, And Markets Hardly Notice

TalkMarkets - Sat, 10/04/2025 - 09:50
The U.S. government shutdown will carry into next week, and an off-ramp does not seem to be on the immediate horizon.

GBP/USD Price Prediction

TalkMarkets - Sat, 10/04/2025 - 09:31
GBPUSD price prediction based on the technical analysis.

Healthcare Gets Resuscitated, But This Matters More…

TalkMarkets - Sat, 10/04/2025 - 09:12
Biotech thrives on lower interest rates, and given the condition of the jobs market, the Fed’s going to keep cutting until inflation rears its ugly head again.

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