Just days after President Trump revealed a surprise 50% tariff on imported copper, commodity markets erupted. Copper prices on COMEX spiked 13%, creating a rare 28% arbitrage window versus LME prices . Seizing the moment, major traders—Trafigura, Mercuria, Glencore, and IXM—rushed approximately 600,000 tonnes of copper into the U.S., converting global supply into home-market profit…
Imagine a pendulum swinging from fear to cautious hope. That’s the market sentiment we’re seeing right now—a stunning drop in U.S. recession probabilities reported by Polymarket, rebounding from nearly two-thirds to just over one-fifth. Signal from the CrowdPolymarket, a decentralized bet platform, now assigns only a 22–26% chance to a recession within the next twelve…
European small- and mid-cap stocks are outperforming their U.S. counterparts in 2025, driven by investor optimism about Europe’s economic recovery and strategic avoidance of U.S. trade policy risks. The MSCI Europe Small and Mid Cap Index has surged 10.7% year-to-date, while the U.S. equivalent has declined by 2.6%. Key factors contributing to this trend include…
European Union businesses are urging China to establish a special “fast-track” or “white list” channel for rare earth export licenses for trusted companies amid mounting global supply chain disruptions. At a recent meeting with China’s Ministry of Commerce, EU executives expressed concerns that stringent Chinese export controls—initially targeted at the US—have slowed deliveries to manufacturing…
