Something Big Just Broke In Repo Markets

TalkMarkets - Mon, 12/29/2025 - 17:51
Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December.

The 2026 Power Play: Why The Grid Is The Trade That Matters

TalkMarkets - Mon, 12/29/2025 - 17:46
Here’s why energy is on the voting ballot in 2026 and what investors should be watching ahead of the November election and beyond.

13 Years Later: The Lessons Of Abenomics

TalkMarkets - Mon, 12/29/2025 - 17:37
Japan’s monetary policymakers have done all they can, now Japan’s policymakers need to figure out a way to make their economy more dynamic.

The End Of The S&P 500?

TalkMarkets - Mon, 12/29/2025 - 17:27
If passive funds grow to too large versus the market capitalization of the stocks in the index, the resulting loss of price discovery associated with markets would create an instability that would take the index down to zero.

Top 3 Non-Big-Box Retail Stocks You Must Own Heading Into 2026

TalkMarkets - Mon, 12/29/2025 - 17:25
Warby Parker, Ulta Beauty, and Levi’s are three retail stocks outside the mainstream big-box names that could outperform next year.

60,000 Contracts Hit This Stock

TalkMarkets - Mon, 12/29/2025 - 17:17
The broader market is flashing warning signs. The Santa Claus rally is failing with back-to-back down days. 

Everyone's a Lender Now: Shadow Banking USA

TalkMarkets - Mon, 12/29/2025 - 16:58
How much private credit has been put in place but isn't in the official credit total is unknown and very likely unknowable. That means total systemic risk is also unknowable.

'Highly Likely' We'll See A True Bear Market In 2026

TalkMarkets - Mon, 12/29/2025 - 16:45
2026 will likely be a more volatile and painful year than investors have become accustomed to after 3 blockbuster years of returns.

Trump’s Tariffs Run The Whiskey River Dry

TalkMarkets - Mon, 12/29/2025 - 16:33
The uncertainty created by today’s tariffs will create scarcity (and higher prices) of lower order goods (in this case whiskey) in the future.

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