Articles written by TalkMarkets - Benzinga

The Fed's Rate Cutting Cycle May Already Be Over

Historically, the FOMC aligns more closely with Fed Funds and swaps markets than with analysts' expectations, so the analysts seemed overly optimistic.

Healthpeak Properties: A "Healthy" 5.8% Yield?

The company has paid a dividend every year since 1989 and has paid out $0.30 per share every quarter since February 2021, which comes out to a 5.8% yield at current prices.

Cyclical Industrials: 15 U.S. And 3 Canadian Attractively Valued Options

We are looking for value in the Industrials Sector because we are still in a strong bull market that has been not only one of the longest on record, but also has seen the S&P 500 get to one of its lofty valuations ever.

Top Quantum Computing Stocks Worth Considering

Quantum computing represents a transformative leap in technology, poised to revolutionize industries by solving complex problems far beyond the capabilities of classical computers.

Post-FOMC Carnage: A Stark Shift In Monetary Policy Outlook Signals A Turbulent New Reality

U.S. stocks and global markets crumbled after the Federal Reserve's latest dot plot iteration, which only pencilled in two more cuts.

Dow Suffers Worst Day Since 2022 After Fed's "Dot Plot" Letdown

The Federal Reserve cut interest rates by 25 basis points this afternoon, as expected, but stocks and bond yields did not react well to the central bank's interest rate outlook.

SoundHound AI Stock Analysis: Revolutionising Conversational AI With Polaris Technology

SoundHound AI Inc. develops advanced voice-enabled AI technology that powers conversational interfaces for businesses.

Rates Spark: Long-End Rates Look Too Low Post The FOMC

The 25bp cut from the FOMC was expected, but the big news is the larger-than-expected upward shift in the dot plot.

Microsoft Tripled Its Spending On Nvidia's AI Chips Compared To Last Year

Microsoft's substantial investment in 485,000 Nvidia "Hopper" chips in 2024 underscores its aggressive expansion in AI infrastructure.

Drone Stock Red Cat Holdings Keeps Flying, Up 938% YTD

It has been an incredible year for Red Cat stock.

Ethereum Spot ETFs Witness Unbroken 16-Day Inflow Streak: New ETH ATH Soon?

Ethereum spot exchange-traded funds (ETFs) have logged 16 consecutive days of positive daily inflows, renewing optimism for ETH's potential new all-time high (ATH) in the coming weeks.

Hawkish Fed Cut Rates As Expected; Signals Dramatically Less Aggressive Rate-Cut Cycle

As expected and fully priced in, The Fed cut its benchmark rate by 25bps to 4.25%-4.50% target range. The Fed also cut its overnight reverse repo facility rate from 4.55% to 4.25%.

Have The Gold And Silver Rallies Already Peaked

Gold has been hitting new record highs all year, while silver finally crossed the $30 level, and at one point even broke $35 per ounce.

How Competitive Is China?

The standard measure is the CPI deflated trade weighted exchange rate, but this uses prices relevant to consumers, not producers. And not cost of production.

Grains Report - Wednesday, Dec. 18

Rice closed near unchanged again after trading both sides of unchanged, and the holiday market seems to be underway.

Record Bankruptcy Fears

Corporate and consumer bankruptcies are in the news.

Rebalance Review of the S&P Global Clean Energy Index – H2 2024

Launched in 2007, the S&P Global Clean Energy Index has been a headline benchmark for measuring clean energy-related companies' performance over the past 16 years.

Disney's Stock Gains As It Scores A Massive Gaming Hit With Marvel Rivals

Disney's Marvel Rivals gaming collaboration with NetEase Games has attracted 20 million players in two weeks.

Expect Fed Last Cut For Some Time. The Corn & Ethanol Report

CBOT corn remains stuck between $4.30 and $4.50, and new input is being sought. ARC does note USDA pegs exporter corn stocks/use in 24/25 at just 8.3%, vs. 9.5% in 23/24 and the 4th lowest on record.

Housing Starts Dip A Modest 1.8 Percent November

Housing continues to slowly weaken slowly. The key downturn this month is in multi-family starts.