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MI2 Partners Thoughts From The Divide: Know when to Fold‘Em

BY JON WEBB
President Trump told us that the U.S. would get "a total of 55% tariffs" with China's tariffs set at 10%, adding that "Full magnets and any necessary rare earths, will be supplied, up front, by China. Likewise, we will provide to China what was agreed to”. A Chinese spokesman was more reserved. Lutnick referred to the agreement as a "handshake for a framework" which didn’t seem entirely consistent with Trump’s assessment. Usually, in these matters the best way of telling what happened is to look at the US-listed Rare Earth miners – MP Materials fell 8% yesterday, but was up 14% today, which might suggests that the market the market remains skeptical about China resuming rare earth supplies. Read more →

Ahead of November CPI, TSM’s Revenue and Oracle’s AI Surge

BY TEMATICA
CHIPs Act dollars awarded to Micron, Toll's brighter outlook for the housing market Read more →

Nike, FedEx, and Micron: Setting the Tone for Q2 2025 Guidance

BY TEMATICA
Market Wrap What a difference a 30-minute conversation with fed chair Powell can make!… Read more →
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