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Barbara Lambrecht and Volkmar Baur at Commerzbank highlight diverging trends in Chinese metals. Aluminium output hit a record daily rate in April, driven by strong margins and breaching the official annual cap, yet domestic inventories have doubled to a six‑year high as demand lags.

Philip Wee of DBS Group Research explains how Oil prices shape the Bank of England’s (BoE) policy outlook. The baseline assumes Oil around USD108 supports manageable second-round inflation effects and may require one or two rate hikes.

NZD/USD trades around 0.5835 on Tuesday at the time of writing, down 0.65% on the day as the New Zealand Dollar (NZD) faces renewed selling pressure against the US Dollar (USD).

NUVA launched this week with nearly $19 billion in tokenized real-world assets from Figure Technologies, aiming to bring regulated U.S. yield products into DeFi.

The Senate Banking Committee's top Democrat sent a letter to the Office of the Comptroller of the Currency questioning the charters of nine crypto firms.

21Shares says strong early flows into its new Hyperliquid ETF reflect growing investor demand for around-the-clock access to crypto and traditional assets.

The increase in Medicare Part B premiums has sparked concerns about out-of-pocket healthcare costs.

Medicare Advantage brokers raked in $10 billion a year in commissions — but how many people are they helping?

NATO warns alliance buildup will take years. The top NATA commander is speaking and says: As the European pillar of NATO gets stronger, this allows the U.S. to reduce its presence in Europe and limit itself to providing those critical capabilities allies cannot yet provide So we should expect a redeployment of U.S. forces over time as allies build their capacities As for the exact timeline, it is going to vary broadly across a number of different capabilities as nations meet their spending commitments and meet their capability targets I cannot give you an exact timeline, it's going to be an ongoing process for several years The overall tone from NATO officials points toward a long-term structural transition within the alliance rather than any immediate military shift. The comments reinforce the idea that European NATO members are expected to shoulder a larger share of defense responsibilities over time as military spending commitments rise and domestic capabilities improve. That gradual transition could eventually allow the U.S. to redeploy some forces and reduce parts of its direct military footprint in Europe, while still maintaining key strategic and high-end support roles.From a broader market and geopolitical perspective, the comments carry a mildly hawkish defense-spending bias for Europe over the medium to longer term. The emphasis on “several years” and “ongoing process” suggests policymakers are trying to avoid signaling abrupt changes that could unsettle allies or markets. Instead, the messaging points to a phased rebalancing of NATO responsibilities tied closely to future spending targets, weapons production, logistics, and military readiness improvements across member nations. This article was written by Greg Michalowski at investinglive.com.

Polymarket’s new private-company prediction markets let retail traders bet on startup milestones once reserved for Wall Street insiders.

Crypto firms are pausing long-awaited IPO plans as weak trading volumes and macro pressures weigh on valuations despite boom in AI-linked tech listings.

Stablecoins and tokenized deposits could help Japan modernize payments and reduce reliance on foreign rails, the proposal says.

Trump administration not in a hurry to extend China trade truce due to expire in November U.S.-China truce on critical minerals and tariff rates can be extended through subsequent meetings this year New Section 301 tariffs would not be a problem for China as long as they do not exceed prior agreed levels from November U.S.-China board of investment protocol will seek to identify deals that would not need CFIUS national security reviews or investment restrictions China understands Section 301 trade investigations may bring U.S. tariffs back to levels prior to Supreme Court decision to annul some duties Trump will meet with Chinese Vice Premier He Lifeng prior to Xi’s September White House visit to work out more details on trade arrangements U.S.-China consultations on AI guardrails to prevent proliferation of powerful models likely to start in the next four to eight weeks U.S. and China will initially identify $30 billion of non-critical goods that can have reduced or no tariffs under board of trade protocolThe comments suggest the U.S. and China are trying to build a more stable and structured trade relationship ahead of the November truce deadline. Markets are likely to view the headlines as modestly risk-positive because both sides appear focused on avoiding a sharp escalation in tariffs while selectively reducing duties on some non-critical goods.The remarks also show trade talks are expanding beyond tariffs into investment rules, critical minerals, and AI cooperation. The administration still appears willing to keep pressure on China in strategic areas, but the overall tone points toward managed competition rather than a full economic decoupling.As background information on Section 301:Section 301 refers to a part of the U.S. Trade Act of 1974 that gives the president authority to impose tariffs or other trade restrictions on countries deemed to be engaging in unfair trade practices. It has been the main legal tool used by both the Trump and Biden administrations to place tariffs on hundreds of billions of dollars of Chinese imports.Under Section 301, the U.S. Trade Representative (USTR) investigates whether another country is: unfairly subsidizing industries stealing intellectual property forcing technology transfers discriminating against U.S. companies using trade practices that harm U.S. businesses If the investigation finds violations, the president can respond with tariffs, import restrictions, or other penalties.Trump used Section 301 during his first term to impose tariffs on a wide range of Chinese goods, including electronics, machinery, industrial products, and consumer items. Those tariffs generated significant customs revenue for the U.S. government because importers pay the duties when goods enter the country. The cost is often passed along through supply chains to businesses and consumers.The recent comments suggest Trump could use new Section 301 investigations as a legal pathway to reimpose or increase tariffs if negotiations with China deteriorate or if courts limit other tariff authorities. In practice, it would allow the administration to: launch investigations into Chinese trade practices formally justify new tariffs under U.S. law collect duties at ports of entry through U.S. Customs pressure China while maintaining leverage in negotiations Markets pay close attention to Section 301 because it is one of the strongest and most flexible trade enforcement tools available to a U.S. president. This article was written by Greg Michalowski at investinglive.com.