Conflicting Signals From Bond and Stock Markets 'Not Consistent' - Apollo's Torsten Sløk

Seeking AlphaJul 12 16:42 ET

Powell's Ouster 'One of the Largest Underpriced Event Risks Over the Coming Months'

Seeking AlphaJul 12 15:08 ET

Stablecoins Could Reshape the Yield Curve Apollo Warns

Seeking AlphaJul 11 10:27 ET

Rare Earth Metals concept stocks continued to rise at the start of the day, as the United States aims to accelerate the construction of the Rare Earth Metals supply chain, and the Bruker Corp Rare Earth Metals project in Wyoming has officially launched.

① US Energy Secretary Chris Wright, Wyoming Governor Mark Gordon, and former Democratic Senator Joe Manchin will attend the groundbreaking ceremony for the rare earth project held by Ramaco; ② Ramaco was originally a coal company that unexpectedly discovered large quantities of rare earth elements buried beneath its coal mines in 2023, estimated to contain up to 1.7 million tons of rare earth oxides.

cls.cnJul 11 09:51 ET

Trump's "Reciprocal Tariffs 2.0" is in full swing.

This week, Trump has been issuing trade letters and imposing a new round of tariffs on multiple countries, with both intensity and pace exceeding market expectations. Although the market reaction is relatively calm at the moment, the paradox worth noting is that under the expectation of "TACO", the strong performance of the market that "ignores tariffs" seems to prove that the pain caused by tariffs is decreasing. With no "lingering concerns", the "expected TACO" may also fall through.

wallstreetcnJul 11 05:54 ET

Has the alert on U.S. Treasuries been lifted, potentially triggering a major crisis? A liquidity 'tsunami' of 500 billion is about to hit the U.S. stock market!

The U.S. stock market may face a liquidity shock of $500 billion.

Zhitong FinanceJul 11 04:25 ET