Stocks squeezed out a small gain as the US/China trade talks started a positive footing, while markets and financial media completely ignored that active marines joined the national guard in Los Angeles to combat riots.
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The gold miners have now played catch-up with the Gold price and actually extended a further 11%. We see no further edge in holding the miners over the physical gold
Stocks headed lower overnight as investors weighed up whether it’s smart to be optimistic about the US President after very public fallout between the President and Elon Musk and a “positive” US-China call on trade that either side refused to release details about
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The investment case for uranium is more compelling than at any point in recent history, driven by a convergence of structural supply deficits, resurgent nuclear energy policy, and a dramatic shift in demand from the world’s largest technology companies—the so-called “Magnificent Seven” (MAG7)—as they race to secure clean, reliable power for their rapidly expanding AI and cloud data centers.
Stocks drifted lower overnight as weaker labor data stoked concerns about the economy just as US/China trade relations continued to sour ahead of talks expected this week between President Donald Trump and Chinese President Xi Jinping.
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US Indexes were yet again underpinned by a surge in semiconductor stocks, namely Nvidia, on AI enthusiasm as investors awaited further update on trade deals after the White House confirmed that countries should submit their best trade offers by Wednesday.
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Stocks shrugged off rising tensions between China and the U.S. that threatens to spark a global trade war between the largest two economies.
