Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 1 hour 16 min ago
Foreign Bonds On Track To Outperform US Fixed Income In 2025
Echoing the strong run in foreign equities in 2025, bond markets ex-US are also having a good year.
Sona Comstar: The Anti-Fragile Compounder
Sona Comstar is executing a strategic double-pivot from Auto to Mobility. Our valuation model suggests 24% upside, driven by the new ₹13Bn Railway order book which provides a non-cyclical floor to growth, independent of the EV slowdown.
Stock Analysis: BBGI Public Company
BBGI Public Company Limited is a holding company specializing in biofuel production, including bioethanol and biodiesel.
DAX Rebound Signals Potential Upside After Key Support Hold
German DAX has been range-bound for months, but a strong bounce from key support around 23,000–23,300 suggests a potential move back toward all-time highs. Here’s why the corrective structure may be setting up for further gains.
America’s Fiscal Crisis Will Drive The Next Inflation Shock; Debt, QE & The Fed
With trillions in deficits and a fiscal system under strain, money printing becomes the default option; that’s when the real inflation risk emerges.
Czech National Bank Review: Stable Rates With Downward Risk To Inflation
Policymakers opted to maintain the base rate unchanged at 3.5%, in line with market expectations and forward guidance. Lower energy prices will likely bring next year’s headline inflation below the target..
Sensex Today Ends 77 Points Lower; Nifty Below 25,850
The Indian equity benchmark indices ended Thursday's trading session on a rather tepid note as gains from the IT shares were offset by losses in select auto, metal, and pharma stocks.
Current Report: Tsumura & Co.
Tsumura has paid variable semi-annual dividends since April, 2004. However, it paid no annual dividends for the past yrsr 2025. Therefore no forward looking dividend amount is projected for 2026.
Jobless Claims Continue To Paint A Much More Positive Picture Than The Unemployment Rate
Initial claims declined -13,000 to 224,000, very close to the midpoint of its range since the beginning of July.
BoJ Expected To Hike, Focus On Gold
It looks like the BOJ is finally going to go through with a rate hike at Friday’s meeting.
Fed Inflation Target Nears As US CPI Tumbles More Than Expected In November
Headline CPI slowed to 2.7% YoY in November (dramatically below the 3.1% YoY expected).
Broadcom Braces For AI Demand And Near-Term Earnings Scrutiny
Broadcom is positioned to benefit from rising AI demand through significant contracts while facing scrutiny regarding upcoming earnings performance amidst recent stock volatility.
Stock Market Has Topped: Here Is The Technical Analysis And Trades
Dive into the S&P 500 parallel channel, the Nasdaq 100 trendline that has rejected price, and the Russell 2000 that has collapsed off a major trendline.
Gold Analysis: Attempts To Break Highs Before Year-End
Gold remains strongly bullish near record highs, with safe-haven demand and Fed expectations driving targets toward $4,400, $4,435, and $4,500.
Bank Of England Cuts Rates In Heavily Divided Decision
The Bank of England has cut rates to 3.75%, but the decision was more hawkish than expected, leaving market rates higher and sterling slightly stronger.
Understanding the Enormous BLS Job Report Errors, What Really Happened?
Four things: Immigration, Birth-Death Model, Response Rates, Sampling.
AUD/USD Forecast: Shy Away From Ceiling
AUD/USD pulls back from range resistance as global risk sentiment dominates, keeping the pair neutral while volatility and key levels guide direction.
The Truth About Tax Rates
Tax collection from the wealthiest individuals and corporations has fallen worldwide since World War 2, while government subsidies, bailouts, and support programs favouring the wealthiest constituents have soared.
This Trading Edge Ignores Headlines And Preserves Your Gains
Clarity is the most sought-after commodity in the market, and also the rarest.
EUR/GBP Dips To 0.8750 Session Lows Following BoE’s Decision
EUR/GBP extends its reversal from levels close to 0.8800 to session lows near 0.8750.
