Mattias Eriksson and Jon Webb join host Colin Lambert to discuss the launch of C8 Hedge
BY JON WEBB
Mattias Eriksson and Jon Webb join host Colin Lambert to discuss the launch of C8 Hedge
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NDR Dynamic Allocation Strategy May 2023 Update
BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update
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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.
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Trump Pushes Off EU Tariff Deadline, Lifting Equity Futures, But…
BY TEMATICA
Nvidia earnings, April PCE Data, investor conferences ahead
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