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Lance Roberts
Rare Earth Metals: Does China Have the Trump Card? By Lance Roberts - Apr 16, 2025

The chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies on certain rare earth metal imports from China and other nations. It also lists some of the products the...

Lance Roberts
High Volatility Boosts Bank Bottom Lines By Lance Roberts - Apr 15, 2025

Despite, or actually because of, the recent market turmoil, many large banks and brokers reported better-than-expected earnings. Market volatility provided a nice boost to trading revenue, which...

Ed Yardeni
Tit-For-Tat: The Opposite of Panda Diplomacy By Ed Yardeni - Apr 15, 2025

The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let us explain. On April 11, Reuters reported the following: "Shipments of seven rare earths...

Michael Kramer
US Dollar and Stocks Diverge: More Downside Ahead? By Michael Kramer - Apr 15, 2025

Stocks were higher, lower, and higher, and they faded towards the end, trading within a fairly wide range throughout Monday. More importantly, the US dollar continues to weaken significantly, falling...

Lance Roberts
Basis Trade Sent Yields Soaring – Is it a Warning?   By Lance Roberts - Apr 14, 2025 1

As discussed in “Credit Spreads,” the one market signal worth your attention is “credit.” Credit spreads reflect the perceived risk of corporate bonds compared to government bonds. The spread between...

Lance Roberts
Yield Spreads Suggest the Risk Isn’t Over Yet   By Lance Roberts - Apr 14, 2025

In November last year, I discussed the importance of yield spreads, historically the market’s “early warning system.” To wit:“ “Yield spreads are critical to understanding market sentiment and...

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