sector-analysis News

West Races to Secure Rare Earths as China Tightens Supply
Sector Analysis
3mo ago

West Races to Secure Rare Earths as China Tightens Supply

Growing restrictions on elements vital for defense and EV sectors are accelerating efforts to build non-Chinese supply chains and reduce strategic dependency.

Macau Gaming Revenue Surges 14%, Boosting US Casino Giants
Sector Analysis
3mo ago

Macau Gaming Revenue Surges 14%, Boosting US Casino Giants

November figures beat analyst estimates, signaling a robust recovery driven by premium gamblers and providing a tailwind for Las Vegas Sands, Wynn, and MGM.

US Agribusiness Eyes India as Soybean Demand Shifts from China
Sector Analysis
3mo ago

US Agribusiness Eyes India as Soybean Demand Shifts from China

With Chinese purchases tilting towards South America, firms like ADM and Bunge could gain from India's efforts to secure long-term edible oil supplies.

US Holiday Shopping Starts Strong Online, But Foot Traffic Falters
Sector Analysis
3mo ago

US Holiday Shopping Starts Strong Online, But Foot Traffic Falters

Record digital sales mask underlying consumer caution as in-store visits decline, painting a complex picture for the retail sector's crucial fourth quarter.

E-commerce Sector Rises on Record Black Friday Online Sales
Sector Analysis
3mo ago

E-commerce Sector Rises on Record Black Friday Online Sales

Shoppers spent a record $10.8 billion online, signaling robust consumer health and a strong start to the critical holiday retail season.

US Airlines Brace for Disruption From Emergency Airbus A320 Fix
Sector Analysis
4mo ago

US Airlines Brace for Disruption From Emergency Airbus A320 Fix

An urgent EASA directive following a JetBlue incident could sideline thousands of jets, compounding existing fleet woes for carriers reliant on the popular aircraft.

Silver Surges to Record High in Best Year Since 1979
Sector Analysis
4mo ago

Silver Surges to Record High in Best Year Since 1979

Prices top $55 an ounce as a structural supply deficit, robust industrial demand, and strong investor inflows fuel a 95% rally this year.

Silver Miners Surge as Metal Hits Record High on Fed Cut Bets
Sector Analysis
4mo ago

Silver Miners Surge as Metal Hits Record High on Fed Cut Bets

Shares of First Majestic and Endeavour Silver post double-digit gains as silver prices top $54, fueled by hopes of looser monetary policy and strong industrial demand.