Weekly Market Pulse: Maybe We Need Our Golden Fetters

TalkMarkets - Mon, 01/26/2026 - 06:00
Gold has massively outperformed stocks since 2000, signaling long-term monetary excess, rising uncertainty, and dollar debasement rather than just speculative hype.

January Ifo Index Pours Cold Water On Hopes Of A Stellar Rebound For The German Economy

TalkMarkets - Mon, 01/26/2026 - 05:45
An unchanged Ifo index in January reflects the uncertainty that has hit the German economy again on the back of geopolitical tensions and tariff threats.

The Bond Markets

Seeking Alpha - Mon, 01/26/2026 - 05:35

Silver Surges Past $108 For The First Time

TalkMarkets - Mon, 01/26/2026 - 05:30
Silver made history by breaking the $ 108-per-ounce threshold, driven by a weakening dollar, geopolitical strife, and economic uncertainty.

Daily Market Outlook - Monday, Jan. 26

TalkMarkets - Mon, 01/26/2026 - 05:15
U.S. stocks wrapped up a turbulent week with the S&P 500 marking its first back-to-back weekly decline since June.

Peyto: Cost Goal Met

Seeking Alpha - Mon, 01/26/2026 - 05:04

Dedollarization? Gold Over Debt; The End Of The Keynesian Paper Promise Mirage

TalkMarkets - Mon, 01/26/2026 - 05:00
Despite the consensus narrative, what we are currently experiencing globally is not “de‑dollarization,” but a broad loss of confidence in developed economies’ fiat currencies and sovereign debt as a reserve asset for central banks and institutions.

Pages