Public Markets 3h Briefing
×Market Moves
Lithium Demand bloomberg.com is projected to grow 25% this year, as SQM reports record sales after a global glut. Commodities Supercycle ft.com suggests metals, wheat, and oil can diversify portfolios, though retail investors must weigh risks. CP Group Sale bloomberg.com involves Thai conglomerate CP Group selling 10% of True Corp. to UBS, highlighting ongoing asset restructuring.
Macro & Policy
HMRC Tax ft.com faces criticism as Making Tax Digital launch complicates compliance. US Housing ft.com agencies revive risky mortgage buying, raising concerns. Pakistan War bloomberg.com tensions escalate as superpowers vie for influence. Nordic Alert investing.com flags U.S. and Russia as election interference threats. China Capital bloomberg.com rebounded with equity refinancing and bond issuance. Argentina Overhaul investing.com passes economic reforms, signaling libertarian shift.