A Counteroffensive Investment Strategy For The 21st Government Shutdown

TalkMarkets - Thu, 10/02/2025 - 17:57
Past shutdowns have had virtually no impact on the stock market. In fact, the last one – that lasted a record 35 days – saw the S&P 500 actually rise 9%.  

The Feedback Loop That Can Take QBTS Stock To $40 And Beyond

TalkMarkets - Thu, 10/02/2025 - 17:43
D-Wave Quantum stock was almost unheard of on the Street one year ago. However, it is up 3,070% today.

FT-Booth GDP Forecast For 2025: 1.6%

TalkMarkets - Thu, 10/02/2025 - 17:29
The current GDPNow nowcast is at the upper end of the 10/90 percentile interval, the St. Louis Fed’s at essentially zero growth is below the 10th percentile.

Repo Usage And Leverage Pricing Signal Growing Stock Market Headwinds

TalkMarkets - Thu, 10/02/2025 - 17:15
The stock market remained pinned at 6,720 all day, thanks to the 0DTE gang.

The Forgotten Sector That Could Define 2026

TalkMarkets - Thu, 10/02/2025 - 17:01
Biotech is breaking out of a four-year prison sentence, and the setup looks identical to one of the greatest sector runs in market history.

Shutdown Theater, Market Masquerade

TalkMarkets - Thu, 10/02/2025 - 16:48
Rate markets still lean heavily on a late-October cut and another by year’s end, pricing in a softer Fed against a backdrop of vanishing macro data

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