Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 1 hour 51 min ago
Housing And Recessions
Canadian home resale prices have dropped 21% since 2022, yet affordability remains strained as new construction slows. Projected declines in housing starts through 2028 pose significant risks to economic growth and employment.
Trump Can't Taco His Way Out Of AI Disruptions
The current market volatility isn’t about politics — it’s about AI disruption and structural change in the software sector.
Trade Deficit Surges In December, Full Year Deficit Hits A New Record
Trump’s claim of reducing the trade deficit by 78 percent dramatically blows up.
Private Credit’s Slow Death: Sending Banks Down & Gold Higher
Surging defaults in the $1.7 trillion private credit market signal a banking crisis reminiscent of 2008. As commercial banks and BlackRock face shadow-banking risks, gold remains the ultimate hedge against systemic collapse.
Grains Report - Thursday, Feb. 19
Rice was sharply lower again and trends are now down. The weekly export sales report was considered positive.
Monthly Dividend Stock In Focus: Plaza Retail REIT
Plaza Retail REIT offers a 6.5% monthly dividend, yet a 100% payout ratio and stagnant growth outlook raise sustainability concerns.
Gold And The Final Phase Of The U.S. Bank Run
Gold's 2024 breakout signals the final phase of a historic U.S. bank run, mirroring patterns from 1934 and 1980. Significant dollar devaluation likely lies ahead as the system seeks full gold-backed recapitalization.
Películas y Series Sin Interrupciones: La Ventaja de Usar Thunder TV
Películas y Series Sin Interrupciones: La Ventaja de Usar Thunder TV
Q4 2025 U.S. Retail Scorecard – Update
The Q4 2025 blended earnings growth estimate now stands at 1.9%.
Bitcoin ETF Outflows Extend As Analysts Warn Of A Deeper Decline Toward $50K
Bitcoin ETFs posted $133.3 million in outflows as weak risk appetite pressures prices toward $50,000.
Gold – Euphoria, Crash, Consolidation
Gold hit record highs of $5,602 before a sharp correction to $4,402 signaled a shift into consolidation. Support near $4,700 may offer entries as seasonal tailwinds persist.
WTI Extends Geopolitical Risk Gains After Across-The-Board Inventory Draws
WTI crude rose as massive inventory draws and stalled US-Iran nuclear talks reignited geopolitical risk premiums. The DOE reported a 9-million-barrel crude draw, while potential Strait of Hormuz disruptions keep markets on edge.
The Government Just Erased 69% Of 2025’s Jobs — And The Stock Market Is Finally Catching On
BLS revisions erased 69% of 2025's reported jobs, revealing a labor market significantly weaker than initial data suggested. As the S&P 500 stalls and Big Tech falters, investors are finally confronting economic reality.
Escalation Unprecedented - The Energy Report
Oil prices surged as a U.S. military buildup in the Middle East signals potential conflict with Iran.
USD/JPY Consolidates Near 155.00 As Traders Await Japan CPI
USD/JPY consolidates near 155.00 as investors await Japan’s inflation data for clues on the Bank of Japan's rate path. Resilient US economic data and hawkish Fed minutes bolster the Greenback, tempering hopes for imminent rate cuts.
Geopolitical Jitters Weigh On Wall Street
Stocks are lower across the board today, as traders assess Walmart's quarterly results while monitoring geopolitical tensions between the U.S. and Iran.
Coca-Cola (NYSE: KO) Aiming for Triple-Digits ($100)
Coca-Cola (NYSE: KO) Aiming for Triple-Digits ($100)
Nvidia Stock Jittery Ahead Of Next Week’s Results: What To Expect
Nvidia stock shows volatility as investors anticipate next week's earnings report, with analysts forecasting 71% profit growth. Strong data center demand and expansion in China could drive further upside for the AI leader.
From Classic to Designer Explore CDG Converse Sneakers
From Classic to Designer Explore CDG Converse Sneakers
Carvana Sinks After Q4 Earnings: Long-Term Investors Eye Dip
Carvana (CVNA) shares fell after a Q4 EBITDA miss, but record net income and 49% revenue growth signal a strong turnaround. Bank of America remains bullish with a $400 price target, viewing the dip as a prime entry point for long-term investors.
