Chips Claw Back After Wall Street's Worst Day of the Year
Semiconductors led a Monday bounce, but a hot jobs print and this week's inflation read keep the Fed in focus.
Semiconductors led a Monday bounce, but a hot jobs print and this week's inflation read keep the Fed in focus.
Washington's revamped Section 232 regime on steel, aluminum and copper takes effect, reshaping the import math for manufacturers.
After the Supreme Court voided the emergency tariffs, importers are still waiting to be paid back, and Tuesday may clarify when.
Beijing's one-year suspension expires in November, just as the first Western magnet capacity comes online.
A US-Iran deal keeps slipping over Lebanon, leaving the Gulf's chokepoint closed into a fourth month.
A hot jobs report revived Fed-hike fears, sending the Nasdaq down 4.2% and semiconductors into a rout.
A sweeping Section 301 action would hit most US trading partners, but spare electronics and AI gear.