Hot spot tracking

  • The US exempts some goods from "reciprocal tariffs". The US Customs and Border Protection announced on the evening of the 11th that the federal government has agreed to exempt electronic products such as smartphones, computers, and chips from so-called "reciprocal tariffs". This news is positive for US IT stocks.
  • The University of Michigan's one-year inflation expectation is 6.7%, the highest level since 1981. This news is negative for the US dollar and US stocks.
  • The atmosphere of the US-Ukraine talks was tense, and the prospects for reaching a mineral agreement are slim. This news is bullish for rare metal prices.

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