A sea of unused copper scrap piled up quietly across U.S. yards for weeks, until a 90-day ceasefire in the U.S.–China trade war offered an escape route. As tariffs are temporarily rolled back, exporters are scrambling to re-establish long-stalled trade flows, especially in industrial commodities like scrap copper. While the relief is tangible, uncertainty still...
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Comeback Plays: Why 2025’s Market Laggards May Lead the Next Rally
After a turbulent first half of 2025, the U.S. equity landscape is showing signs of a reversal, not just in sentiment, but in leadership. Wall Street’s top trading desks are making a contrarian call: buy into the year’s underperformers. From small-cap names and tech hardware to debt-laden consumer stocks, what lagged during the last upswing...
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Redrawing the AI Map: U.S. Overhauls Chip Export Rules Amid Geopolitical Pressure
In a dramatic shift of U.S. trade and technology strategy, the current administration has rescinded the Biden-era AI diffusion rule, a broad regulatory framework governing global access to advanced American-made AI chips. The move, led by the Commerce Department, signals a pivot toward bilateral chip access negotiations and tighter restrictions targeting China. This policy reversal—applauded...
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Trade Thaw Sparks Market Heat: U.S. Retailers and Manufacturers Rebound on Tariff Relief
Markets don’t always wait for certainty—sometimes, even a temporary pause can fuel a major rally. The recently announced 90-day tariff truce between the U.S. and China has triggered a wave of investor enthusiasm, particularly across consumer and manufacturing sectors previously burdened by steep trade duties. With tariffs now reduced from 145% to 30% on U.S....
