Investors are alert to US inflation risks as corporate earnings exceed expectations, the US persistently runs large budget deficits, and because of the opportunity for inflationary policies following the presidential election.
Commodities have demonstrated strong resilience in the face of inflation and have been a critical hedge for bonds and equities when prices and wages are climbing, according to Goldman Sachs Research.
U.S.-listed rare earth miners surged on Tuesday, following President Donald Trump’s announcement to establish a critical mineral reserve.
Critical Metals advanced more than 10%, USA Rare Earth rose nearly 11%, and MP Materials gained about 4%. Shares of Energy Fuels were about 8% higher, while Idaho Strategic Resources popped more than 3% and NioCorp Development rose nearly 10%.
The U.S. housing market has been characterized by a persistent imbalance in recent months. Demand has been muted due to stubbornly high house prices, while supply has slowly but surely increased as new construction picks up.
Could the market regain equilibrium in 2026, and are house prices expected to fall? After nearly doubling in the last decade, J.P. Morgan Global Research sees U.S. house prices stalling at 0% in 2026, with a slight improvement in demand likely offsetting any increased supply.
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