A Macro View & Gold’s Place Within It

TalkMarkets - Mon, 09/01/2025 - 13:48
In the short-term gold stocks are at a target and a classic technical halt/correction point.

‘India Offered Zero Tariffs, But It’s Too Late’, Says Trump

TalkMarkets - Mon, 09/01/2025 - 13:35
Trump is back weighing in on US-India trade as on Monday, the US President claimed India had offered to drop tariffs on American goods all the way to zero, but added that “it’s getting late now” for that to fix.

Mexican Peso Speculator Bets Rise To 1-Year High, Euro & Yen Bets Advance

TalkMarkets - Mon, 09/01/2025 - 13:34
The COT currency market speculator bets were slightly lower this week as five out of the eleven currency markets we cover had higher positioning while the other six markets had lower speculator contracts.

Back To School

Seeking Alpha - Mon, 09/01/2025 - 13:30

National Bank Of Poland Preview: Time To React To Slowing Inflation

TalkMarkets - Mon, 09/01/2025 - 13:15
The MPC wraps up its first post-summer holiday meeting on 3 September, and we expect a 25bp rate cut as policymakers attempt to adjust the monetary stance to lower inflation.

What To Expect From Bitcoin In September?

TalkMarkets - Mon, 09/01/2025 - 12:55
After a summer of sluggish performance and waning market share, Bitcoin may be poised for a short-term resurgence in September.

Deceleration Confirmed

TalkMarkets - Mon, 09/01/2025 - 12:35
Despite the upward revision to Q2 GDP, and accelerated nowcast growth in 3rd quarter GDP, aggregate demand is decelerating.

SRV: A High-Yielding Energy Fund For This Post-Powell Market

TalkMarkets - Mon, 09/01/2025 - 12:15
Federal Reserve Chairman Jay Powell’s recent remarks lit a fire under the markets as they represented a dovish pivot on monetary policy. The current high-yield credit environment is flashing bullish signals across the board...

Portfolio Risk Management: Accepting The Hard Truth

TalkMarkets - Mon, 09/01/2025 - 12:00
Discipline and patience are a strategic advantage in portfolio risk management.

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