Tightening Financial Conditions Emerge As Major Headwind For Risk Assets

TalkMarkets - Tue, 11/04/2025 - 17:09
The liquidity drain we’ve been witnessing—likely starting in mid-July with the steady rebuilding of the TGA—has now caught up with much of the market.

AMD Stock: Drops Despite Record $9.2B Quarterly Revenue Driven By AI And Data Center Growth

TalkMarkets - Tue, 11/04/2025 - 17:02
AMD’s stock drops despite strong earnings, as trade and supply chain concerns persist.

Aritzia Is Fashionable

TalkMarkets - Tue, 11/04/2025 - 16:57
Fundamentals are robust, with projected revenue and earnings growth exceeding 20% and 30% respectively for the next two years.

Energy And Financials Lead This Week’s Deep-Value Screen

TalkMarkets - Tue, 11/04/2025 - 16:48
Energy and Financials once again dominate the deep-value landscape in this week’s screen.

The United States Of Unemployment

TalkMarkets - Tue, 11/04/2025 - 16:39
The national unemployment rate for the U.S. rose to 4.3% in August 2025. But that figure masks vast differences in local labor market health across states.

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