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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. Read more →

Tariff Clarity? Earnings Pre- Announcements?

BY TEMATICA
March ISM and jobs data will shape expectations for Powell's Friday comments Read more →

NDR Dynamic Allocation Strategy October 2023 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
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