⛏ 2025 Metal Drivers: Trade, Tariffs, Battery & Precious Metals, Options

Five Metal Market Drivers: Trade, Tariffs, Battery & Precious Metals, Options
The 2025 metals market landscape hinges on U.S. trade tariffs, China's export restrictions on copper and aluminum, and a rebalancing of oversupplied battery metals like lithium and cobalt. Precious metals may face volatility due to dollar strength and Fed policies, while short-dated options gain popularity amid rising market uncertainty. Read on »

Gold ETFs in China Hit Record
China’s gold market rebounded in December as seasonal buying and ETF inflows pushed demand higher. Chinese gold ETFs hit a record RMB 71 billion, fueled by falling bond yields and a depreciating yuan. Meanwhile, the PBoC added 10 tons of gold for the second month, raising official holdings to 2,280 tons. Read on »

Trump 2.0: Can America Avoid Fiscal and Trade Pitfalls?
Donald Trump’s second term faces daunting economic challenges: record debt levels, rising interest rates, and bold protectionist policies like steep tariffs. While promises of deregulation and military spending dominate headlines, the reality of fiscal constraints and trade risks looms large. Unrealistically high expectations could jeopardize efforts to stabilize the U.S. economy. Read on »

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