Tag: US-China trade
EXANTE: US-China trade thaw tests Trump’s economic legacy
In this week's global macro briefing from EXANTE, two seismic developments dominated the financial landscape: Donald Trump's high-stakes visit to Beijing and the Senate's...
Aluminium and copper rally faces 2026 supply crunch
LSEG Data & Analytics says aluminium and copper have posted strong gains as supply constraints collide with shifting trade policy and geopolitics, leaving markets vulnerable to short-term swings even as longer-term fundamentals stay supportive into 2026.
Global trade turmoil reshapes investment strategy for institutional investors
As April 2025 unfolded, institutional investors were confronted with a stark reminder of how deeply geopolitical instability can disrupt financial markets. The first ten...



