Equity Research 13 June 2025 Barclays Metals & Mining Mined Matters – What's behind the platinum breakout? Our weekly briefing covering top news flow in the space, chart of the week, latest positioning data, commodity price moves, sound bites from the supply chain, recent global research, upcoming events, and corporate access. Chart of the Week European Metals & Mining NEUTRAL European Metals & Mining Amos Fletcher, CFA +44 (0)20 7773 2225 amos.fletcher@barclays.com Barclays, UK Ian Rossouw, CFA +44 (0)20 3 ...

>> Investors are paying close attention to Iran and Israel trading strikes. In addition, the fed begins its latest meeting today. Joining us now on rates Megan Draper, global head of debt capital markets at Barclays.And you know, as usual another day we've got another another scary talk about how US debt level highest the talk of Wall Street. Have you been talking about it a lot. The high debt level.Yes. >> I think the most worrisome part of the market has been the volatility in rates, without question. But ...

Key Takeaways Inflation rose less than expected in May, easing recession fears and boosting investor confidence. U.S.-China trade deal and paused tariffs have improved sentiment toward consumer discretionary stocks. NFLX, FOX, CCL and TILE saw positive earnings estimate revisions over the past 60 days.Inflation is cooling at a faster rate than expected, much to the relief of millions of consumers who were reeling under the fears that the nation’s economy could slip into a recession as President Donald Tru ...

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, the US and China have agreed to a preliminary plan to ease trade tensions, which now goes for approval to the nation's leaders. American negotiators say they expect issues concerning rare earths and magnet ...

We have reached a framework to implement the Geneva consensus and the call between the two presidents. In the past two days, China and the US teams had in-depth exchanges. Our communication is very professional, rational, in-depth and candid.Both sides have agreed in principle to a framework for implementing the phone call between the two leaders on June 5th and the consensus they reached in Geneva. The US and China saying they have arrived at a plan to make things work around the consensus reached last mon ...

You know what time it is? Money, power, politics. We are following major news tonight that the United States and China have agreed to a framework to deescalate trade tensions. Commerce Secretary Howard Lutna confirmed this news saying rare earth experts are quote a fundamental part of that framework. So let's discuss. I want to bring in my friend Bill Cohen, founding partner of Puck News and a former Wall Street banker and Justin Wolfers, a professor of economics and public policy at University of Michigan. ...

Key Takeaways China is reshaping its rare earth export controls. Among 17 rare earth elements (REEs), China has imposed export controls on seven heavier ones (Dy, Tb, Sm, Gd, Lu, Sc, Y) and their processed products, mostly magnets. REEs and magnets, dominated by China. According to WoodMac, Chinese companies control 65%/88% of global mined/refined mid to heavy rare earths supply and >90% of downstream NdFeB Permanent magnet supply in 2025. REEs and magnets exports now require three sets of approvals from th ...

May 18, 2025 06:00 AM GMT Sunday Start | What's Next in Global Macro M Global Idea The Détente – What It Does and Doesn't Mean Following Monday's announcement of a 90-day pause on reciprocal tariffs between the US and China, the response in risk markets has been resoundingly positive through the first four trading days. The S&P 500 is up 4.5% from last Friday's close, and year-to-date returns are back in the black after Liberation Day drove steep declines in April. Credit markets have also rallied notably, ...

Key Takeaways The Trade Desk has fallen 47.2% in six months, sharply underperforming peers and broader indices. Macroeconomic uncertainty, rising costs, and fierce competition are weighing on TTD's growth prospects. TTD's high valuation and weak international presence limit upside amid declining investor confidence.The Trade Desk (TTD) shares have plunged 47.2% in the past six months, raising tough questions about its near-term trajectory. Though volatility has affected broader indices in the past couple ...

4 June 2025 | 5:54PM EDT What's Top of Mind in Macro Research: Fiscal policy focus, ECB projections, US jobs report This week: Transcript Fiscal policy focus We continue to expect the budget reconciliation bill currently making its way through Congress will have only a modest impact on the US fiscal balance relative to current policy. Similarly, we think that the corporate provisions in the bill will have only modest direct impacts on S&P 500 earnings and cash flows. Specifically, we estimate that the provi ...