Loading ...that the SM is up, and the bond market is well bid with the 10 yr down 9 bips to 4.37%, below the death crossing of 4.5% where the world comes to an end.
How is that possible with China cutting us off from all rare earths?
Further, why would Nvidia announce that they were investing $1/2 Trillion in new plants here in the US to build super computers? Shouldn’t they be investing in China?