Category: Markets

A softer-than-expected U.S. inflation report for April initially pushed Treasury yields lower, rekindling hopes for Federal Reserve rate cuts in 2025. But by the end of the trading session, that optimism had faded as investors shifted into equities and weighed the implications of ongoing fiscal expansion, a temporary U.S.–China trade truce, and ambiguous forward guidance...

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...

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...

In a dramatic shift of U.S. trade and technology strategy, the current administration has rescinded the Biden-era AI diffusion rule, a broad regulatory framework governing global access to advanced American-made AI chips.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...