Major Asset Classes January 2026 Performance Review

TalkMarkets - Mon, 02/02/2026 - 10:30
Commodities and foreign stocks led the performance race in January for the major asset classes, based on a set of ETF proxies.

ISM Manufacturing For January Breaks Out To The Expansionary Upside, With A Sidecar Of Stagflation

TalkMarkets - Mon, 02/02/2026 - 10:15
The January ISM Manufacturing report signals a strong shift toward expansion, with the headline index hitting a multi-year high of 52.6.

Governments Can Fix Money Fast; Here Is Why They Will Not Do It

TalkMarkets - Mon, 02/02/2026 - 10:00
The markets have been rocked by news of a possible intervention to control the Japanese yen slump, after it reached a forty-year low relative to the US dollar.

Bitcoin Stabilizes At April Lows

TalkMarkets - Mon, 02/02/2026 - 09:45
Weeks ago, I speculated that Bitcoin would soon fall to “75,000-ish“. Well, I was awfully close! The low from trading last night matched with literally 99.99% accuracy the Liberation Low from back in April.

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