Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 2 hours 1 min ago
It Looks Like They're Front-Running The Silver Market
This article examines the "front-running" of precious metals as gold and silver approach historic psychological levels. It suggests institutional capital is aggressively rotating into miners and juniors ahead of a projected parabolic move in 2026.
Meta Stock Outlook Ahead Of Q4 Earnings: Strong Comeback Or Continued Slump?
Ahead of its Q4 earnings, Meta Platforms is under scrutiny to see if its AI-driven advertising growth can offset heavy Reality Labs spending. Analysts expect EPS of $5.34 on $45.8 billion in revenue
Winter Storm Fern Has Ultilties Fighting Mother Nature - The Energy Report
Typically, February natural gas prices being the front month as is expected, will surge well above those for March contract.
Stocks Brush Off Political Tensions As Megacap Earnings Loom
After an unsteady start to the session, the Dow Jones Industrial Average and Nasdaq Composite are both up triple digits at midday, while the S&P 500 Index sports a more modest gain.
Mag 7 Earnings Week Also Brings New Fed Policy
This week marks the first Federal Reserve policy update of 2026 and Q4 earnings from four "Magnificent Seven" giants. While Durable Goods orders showed unexpected strength, the Fed is widely expected to keep interest rates steady between 3.50–3.75%.
Stale Data Watch: Manufacturers’ New Orders Soared In November
With another likely government shutdown looming at the end of this week due to DHS funding, we are still playing catch-up from the last one that ended in November.
Commodities Lead Major Asset Classes So Far In 2026
Prices for raw materials have rocketed higher so far this year, outperforming the rest of the major asset classes by a wide margin through Friday’s close.
Booz Allen Shares Hammered After Treasury Cancels Consulting Contracts
Shares of Booz Allen Hamilton tumbled the most in months during late Monday morning trading after US Treasury Secretary Scott Bessent canceled dozens of contracts tied to the consulting firm.
The FTSE 100 Finish Line - Monday, Jan. 26
London's stock market kicked off the week on a quiet note this Monday, as gains in metal mining stocks helped balance out losses in industrial sectors.
"Sell The Dollar": Think Price, Not Flows
This article analyzes the "sell the dollar" trade, arguing that "global rebalancing" is often driven by price valuation shifts rather than physical currency flows.
EURUSD Breaks Out Of A Wave IV Triangle Into Wave V
EURUSD is breaking higher from a wave IV triangle, signaling the start of projected wave V. The impulsive rise on the 4-hour chart suggests wave 3 is underway, pointing to further upside while allowing for a potential wave 4 pullback.
Bank Of America Calls For $6,000 Gold In 2026
In October, Bank of America raised its 2026 gold price forecast to $5,000. Mission accomplished as of January 23. Now the big bank has upped its projection again, calling for $6,000 gold this year.
The Bullish And Bearish Case For 2026
The year ahead presents both a bullish and bearish case for investors.
China Is Coming For Our Gold Miners
With the world hurtling towards a monetary reset, everyone suddenly wants the gold miners...
The Bears Just Won’t Give Up
Strong earnings, easing inflation, and improving breadth keep the outlook bullish, with pullbacks seen as buying chances.
CoreWeave Stock Jumps 14% After Nvidia’s $2B Investment
CoreWeave stock jumped after Nvidia disclosed a $2 billion investment, signaling deeper collaboration as the company scales its AI infrastructure buildout.
"Sell America" - A Trading Trend That Took Center Stage This Week
Geopolitical uncertainty once again took center stage last week, reshaping global capital flows and reinforcing diversification themes that have been quietly building since late 2025.
Current Report: Cogeco
Cogeco Inc has declared and paid variable quarterly dividends since August, 1989. The declared, February 2026 Q dividend of $0.72 equates to a forward looking annual dividend amount of $2.88 for the coming year.
Again: The US Dollar Or Silver?
Over the last 55 years, there have been virtually no significant silver rallies during a period when the US Dollar Index was rising.
S&P 500 Falls And Recovers As Geopolitical Pendulum Swings
The S&P 500 experienced some geopolitical turmoil during the holiday-shortened trading week.
