Auto Added by WPeMatico

Justin Huhn: Uranium market tightening signals long-term utility contracts, potential squeeze on prices, and the disconnect between fundamentals and spot prices | Macro Voices

The uranium market is experiencing a tightening trend, potentially shifting back to long-term utility contracting. Trimming positions is a strategic move after significant gains in uranium stocks. Physical uranium prices…

Continue ReadingJustin Huhn: Uranium market tightening signals long-term utility contracts, potential squeeze on prices, and the disconnect between fundamentals and spot prices | Macro Voices

Craig Tindale: China’s strategic control over critical metals threatens Western electrification, the state versus stateless capitalism conflict reshapes global trade, and historical patterns reveal supply chain vulnerabilities | Macro Voices

China's strategic control over refining and processing is reshaping international commerce. The conflict between state capitalism and stateless capitalism is crucial to understanding global trade dynamics. China's dominance in critical…

Continue ReadingCraig Tindale: China’s strategic control over critical metals threatens Western electrification, the state versus stateless capitalism conflict reshapes global trade, and historical patterns reveal supply chain vulnerabilities | Macro Voices

Darius Dale: 2026 will start turbulent but end positively, high risk of short-term market correction, and monetary policy shifts to support risk assets | Macro Voices

Financial markets are expected to experience a turbulent start in 2026 before turning positive. A significant market downturn is anticipated before a sharp recovery. Short to medium-term indicators suggest a…

Continue ReadingDarius Dale: 2026 will start turbulent but end positively, high risk of short-term market correction, and monetary policy shifts to support risk assets | Macro Voices

Robert Kahn: Tariffs continue to drive US market volatility, the shift towards industrial policy will reshape economics, and gas prices are key to voter sentiment | Macro Voices

Tariffs continue to play a significant role in US economic policy, contributing to market volatility. Despite high tariffs, the US economy has demonstrated resilience and adaptability. A three-tier tariff structure…

Continue ReadingRobert Kahn: Tariffs continue to drive US market volatility, the shift towards industrial policy will reshape economics, and gas prices are key to voter sentiment | Macro Voices