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Trump's Tariff Paradox: EU Cars Face 25% Levy as UK Wins Royal Whisky Reprieve

Trump's simultaneous move to hike EU auto tariffs to 25% while scrapping Scotch whisky duties for the UK exposes a trade policy driven by personal diplomacy, legal ambiguity, and structural risk to globalCapitalMarkets.Key HighlightsTrump announced a 25%Tariffon EU cars and trucks, up from the …

Nitish Kishor | 03 May 2026

Four Rare Earth Stocks to Consider in May: USAR, REEMF, MP, NB

The rare earth sector entered 2025 with a structural catalyst that few industries can match: geopolitical necessity. Rare earth elements a group of 17 metals including neodymium, praseodymium, dysprosium, and terbium are the essential inputs for permanent magnets that power electric vehicle motors, wind …

Nitish Kishor | 02 May 2026

Iran's Revised Peace Proposal Tests Oil Market Risk Premium

Oil markets responded sharply on Friday after Iran submitted a revised peace proposal to Pakistani mediators, who subsequently passed it to Washington. The move briefly shifted investor sentiment from escalation risk toward cautious optimism, sending WTI crude futures down nearly 5% to USD 100.03 …

Nitish Kishor | 01 May 2026

US Sector Performance Analysis: Defensive Stronghold as Growth Decelerates

The USEquitymarket session on April 30, 2026, was defined by a massive, structural rotation into defensive and cyclical value. Investors forcefully pivoted away from the mega-cap growth names that had previously supported the market, funnelingCapitalinto bond-proxies and "old economy" sectors. The session highlights a …

Robert Luong | 30 April 2026

US Sector Momentum Analysis: Relative Rotation and Trajectory Data

The USEquitymarket session on April 30, 2026, was characterized by an underlying momentum rotation that contrasts with the broad-based absolute performance gains. Relative performance visualization data indicates a structural shift, with historical leaders shedding relative strength while deeply lagging sectors exhibit sharp upward momentum …

Robert Luong | 30 April 2026

US Economy Rebounds in Q1, But Sticky Inflation and Historic Labor Tightness Constrain the Fed

Thursday's data releases collectively sketched a US economy that entered 2026 with more momentum than the final quarter of 2025 suggested, yet fell short of its own potential. The Bureau of Economic Analysis reported that GDP expanded at an annualised rate of 2.0% in …

Nitish Kishor | 30 April 2026

U.S. GDP Rebounds to 2.0%, but Inflation and Import Surge Complicate the Recovery

The United States economy grew faster in the first quarter of 2026 than it did in the final stretch of last year. Yet the advance estimate released Thursday by the Bureau of Economic Analysis rewards careful reading rather than a simple headline interpretation. The …

Nitish Kishor | 30 April 2026
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