Harvest CSI Rare Metals Theme ETF

Deutsche Bank warns that the geopolitical risks in Greenland are sharply rising and could become a market "black swan." The United States has strong intentions regarding its strategic resources (Arctic shipping routes, rare earths), and Deutsche Bank has outlined four possible scenarios: from security agreements, long-term leases, free associations to military coercion. If there is a tail risk of military intervention, it will severely impact NATO stability and trigger global market turbulence

- Deutsche Bank considers Greenland a potential "black swan" that could disrupt global markets.  
- The report highlights the geopolitical risks associated with American interest in Greenland, citing national security, critical minerals, and Arctic trade routes as key factors driving U.S. ambitions.  
- Four possible scenarios for Greenland's future include a security agreement, long-term leasing, a free association pact, or military coercion, with serious implications for NATO relations and market volatility.

Wallstreetcn

Deutsche Bank AG

Will Greenland be the next "black swan"? Deutsche Bank summarizes four scenarios for future directions

SOXL

U.S. stocks stopped falling and rebounded, with most chip stocks rising. TSMC surged over 4% after earnings, reaching a record high. SanDisk rose over 5%, Goldman Sachs increased by more than 4% after earnings, and Morgan Stanley and BlackRock both rose nearly 6% after their earnings reports. Precious metals experienced a full-scale pullback, with spot silver plunging by as much as 7% during the session

- U.S. stock markets rebounded as major indices reversed two consecutive declines, driven by TSMC's strong performance and a near 2% rise in the chip index.  
- The U.S. unemployment claims fell to a new low, while the dollar index and yields on treasury bonds rose, indicating potential economic resilience.  
- Additionally, reports of China's central bank cutting interest rates and reforms in its financial policy aim to support sustainable growth amidst global market fluctuations.

Direxion Semicon Bull 3X

Breakfast | US stocks stop falling and rebound, most chip stocks rise

Core Natural Resources shows rising price performance, earning an upgrade to its IBD Relative Strength Rating

Core Natural Resources sees IBD RS rating improve to 73

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TCOM

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The Hang Seng Index opened 27 points lower this morning, reporting at 26,972 points. Trip.com fell 15% again due to suspected monopolistic behavior, reporting at HKD 484.2. Baidu is considering a dual listing to attract more mainland investors, rising 0.9% at the opening. U.S. stocks retreated, and gold and silver prices rose due to geopolitical influences. NVIDIA's stock price fell 1.4%, while AMD rose 1.2%

- The U.S. Supreme Court has yet to rule on the legality of the Trump administration's tariff policies, with a decision expected next week.  
- President Trump signed two executive orders imposing a 25% tariff on certain semiconductor products and issued an order on critical minerals to secure rare earth supplies, affecting various stocks.  
- Baidu is considering a dual listing in Hong Kong, while Ctrip faces a 15% drop due to an antitrust investigation, and pharmaceutical firm WuXi Biologics plans to acquire oncology firm Eastone.

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Baidu

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Trip.com

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The Hang Seng Index opened down 27 points, Trip.com continues to be under investigation and fell another 15% at the market opening, Dongyao Pharmaceutical resumed trading and rose nearly 60%｜Hong Kong stock market opening

The London Metal Exchange (LME) copper futures rose by $24, reported at $13,188/ton; aluminum futures fell by $12, reported at $3,186/ton; zinc futures rose by $74, reported at $3,276/ton; lead futures rose by $17, reported at $2,078/ton; nickel futures rose by $1,013, an increase of nearly 5.73%, reported at $18,694/ton; tin futures rose by $3,934, an increase of over 7.94%, reported at $53,462/ton; cobalt futures remained flat, reported at $56,290/ton

London nickel rose over 5.7%, and London tin rose over 7.9%

Trump’s Treasury Secretary Scott Bessent called a full-scale meeting with his global peers on Monday to get ahead of the worsening mineral supply crunch. With China refining up to 87% of the world’s rare earths and silver prices breaking records, Scott gathered the finance ministers of 11 countries, the EU commissioner, and U. S. trade officials […] source:

CoinLive

Scott Bessent hosts global finance ministers to discuss China’s grip on world silver supply

U.S. Treasury Secretary Janet Yellen convened a meeting of G7 and other countries' finance ministers to discuss reducing dependence on China's critical minerals. The meeting emphasized a "sense of urgency" and pointed out the lack of action among countries on this issue. Since last year's G7 summit, the U.S. has been pushing this agenda, despite the fact that the participating countries account for 60% of global demand for critical minerals but still rely on China. Japan has initiated a deep-sea rare earth mining project. A statement from the U.S. is expected to be released after the meeting, but specific joint actions are unlikely

The U.S. urges "small circle" members to reduce dependence on China; experts say it reflects strong strategic anxiety in the U.S

Asian stocks opened higher following positive US jobs data, with oil prices rising amid intensified protests in Iran. The S&P 500 reached an all-time high, while US equity futures dipped. The dollar weakened after comments from Fed Chair Powell regarding legal issues. Despite geopolitical uncertainties, global markets remain relatively calm. Taiwan Semiconductor's strong revenue may boost Asian tech shares. G7 finance ministers are meeting to discuss rare earths, and Fed officials are scheduled to speak. Precious metals saw slight gains, and bond yields remained stable as rate cut expectations were adjusted by major banks.

Harvest CSI Rare Metals Theme ETF(562800.SH)

Will Greenland be the next "black swan"? Deutsche Bank summarizes four scenarios for future directions

Breakfast | US stocks stop falling and rebound, most chip stocks rise

Core Natural Resources sees IBD RS rating improve to 73

The Hang Seng Index opened down 27 points, Trip.com continues to be under investigation and fell another 15% at the market opening, Dongyao Pharmaceutical resumed trading and rose nearly 60%｜Hong Kong stock market opening

London nickel rose over 5.7%, and London tin rose over 7.9%