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10Y UST4.6220▲ 0.39%
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USD/JPY163.54▼ 0.14%
Gold4,106▲ 1.74%
S&P 5007,320▼ 1.46%
10Y UST4.6220▲ 0.39%
WTI84.80▲ 6.99%
BTC63,449▼ 0.66%
EUR/USD1.1459▲ 0.79%
Nikkei61,429▼ 5.39%
Hang Seng25,808▲ 2.38%
VIX20.43▲ 12.19%
DXY100.94▼ 0.43%
Silver57.41▲ 0.21%
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Live Coverage· 96 today
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Geopolitics

Rare Earth Rally Meets Brutal Volatility

The U.S. is accelerating its break from China’s rare earth supply chain, and the shift is already reverberating through miners, magnet makers and commodity markets as Washington treats critical minerals as a national-security asset rather than a niche…

Aerial view of the Mountain Pass Rare Earth Mine, with mining operations visible.
Latest
Skyline of Guangzhou's Liwan Datansha district, residential buildings, and an orange arch bridge.
FX Markets

Guangzhou defers land payments to boost completed-home sales

now
Gold sentiment gauge at 93, pointing to Extreme Greed zone.
FX Markets

Gold and GLD Hold Near July 29 Highs

23 min ago
Golden physical Dogecoin with a 'D' on one side resting on a dark surface.
Equities

Dogecoin Nears $0.07 as Long Positioning Crowds

25 min ago
CPI sentiment gauge dial showing a reading of 1, categorized as Deeply Pessimistic.
Rates & Macro

Pensioner Inflation Pressures Rise as Khyber Pakhtunkhwa Raises Pensions 7%

35 min ago

Investor Brief. Delivered at market open

Research, news and trade ideas

Top StoriesUpdated 0s ago
A white Tesla Powerwall home energy storage battery with the Tesla logo.
Rates & Macro
Tesla Falls to $302.32 as AI Energy Pivot Deepens
Keiko Fujimori, Peruvian politician, speaking into a microphone at an event.
Rates & Macro
Peru Wage Hike Could Pressure Labor-Heavy Firms
Exterior view of the Marriner S. Eccles Federal Reserve Board Building in Washington D.C.
FX Markets
Bitcoin Awaits Fed With $64K Support In Focus
Carlos Tavares, CEO of Stellantis, engaging with individuals holding cameras and phones at an event.
Equities
Tesla shares at $302.39 after July 29 selloff
News
Kathy, with long brown hair, posing for a photo at the New York Stock Exchange.
FX Markets
S&P 500 Rally Holds as 10-Year Yield Nears 4.69%
Oil processing facility with large tanks and interconnected pipes under a cloudy sky.
Geopolitics
Clean Harbors, Waste Management Gain From Used Oil Reuse
Gauge dial indicating Artificial Intelligence awareness at 68, marked as high.
Equities
Booking Holdings at $202.28 as San Francisco AI travel rises
Mateusz Morawiecki, Prime Minister of Poland, speaking into a microphone at a meeting.
FX Markets
Morawiecki split lifts Poland policy risk
Natural Gas sentiment gauge, pointing to a Bearish reading of 22.
Geopolitics
Bangladesh textile mills seek gas permission amid fuel shortage
Group of men attending a meeting at the Chief Advisor's Office in Dhaka, Bangladesh.
Equities
SPY, QQQ, IWM Fall Below 50-Day Moving Averages
AstraZeneca global headquarters building with glass facade and surrounding landscaping in Cambridge.
Consumer
AstraZeneca Oncology Strength Supports Bullish View
Job Market sentiment gauge showing a reading of 11, indicating 'Severely Stressed'.
Rates & Macro
U.S. June payrolls seen at 159,170,900 amid soft hiring

Trade Ideas

Geopolitics
Fade oversold rare earth enthusiasm
8 hrs ago

Trade Idea

Read the research, or unlock the full trade setup now.

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Geopolitics
Buy insurers on Black Sea risk
3 days agoExpired
▲ Long shipping insurers / Short Black Sea exporters
Entry100.0
Target112.0
Stop95.0
R:R1 : 2.4
FX Markets
Gold strength versus dollar weakness
23 min ago

Trade Idea

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More News
Traders work at desks on the New York Stock Exchange trading floor.
FX Markets
Oil spike pressures Korea equities and rate-cut bets
Donald Trump, former President, and Volodymyr Zelenskyy, Ukrainian President, seated at a long table.
Geopolitics
Ukraine Courts MAGA to Reduce Aid Risk
Woman scans a can of food at a grocery store checkout in Seattle, Washington.
Rates & Macro
XLY at 113.00 as consumers use credit for groceries
Grocery store aisle shelves displaying rows of breakfast cereals, oatmeal, and granola products.
FX Markets
Inflation fear, CPI and TLT levels on July 29
Luiz Inácio Lula da Silva, President of Brazil, looking forward and smiling.
Geopolitics
Brazil Politics Adds Risk to Equities
Brain MRI scans displaying different views of a tumor within the brain tissue.
Equities
GE HealthCare AI Imaging Could Lift Growth
Job Market sentiment gauge dial showing a severely stressed market at 11.
Equities
HCA, UNH, CVS Face Healthcare Wage Pressure
Bank of Nova Scotia building, a large stone and glass structure, in Toronto, Ontario.
Rates & Macro
High-Yield Savings Stay Attractive as Fed Pauses