Stale Data Watch: Manufacturers’ New Orders Soared In November

TalkMarkets - Mon, 01/26/2026 - 11:13
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

TalkMarkets - Mon, 01/26/2026 - 11:00
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

TalkMarkets - Mon, 01/26/2026 - 10:59
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

TalkMarkets - Mon, 01/26/2026 - 10:47
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

TalkMarkets - Mon, 01/26/2026 - 10:46
This article analyzes the "sell the dollar" trade, arguing that "global rebalancing" is often driven by price valuation shifts rather than physical currency flows.

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