Miika Makela, CFA, brings deep expertise in due diligence, strategic partnerships, and analytics. With extensive experience in capital markets, he writes about finance, strategy, and market trends.
Trump’s 50% copper tariff, announced July 8, 2025, targets Chile, Canada, Mexico. A trade and political ploy, it risks economic fallout with U.S. copper use at 1.85M tons, only 1.12M tons of it is domestic production.
Northern Dynasty jumped 8.5% on renewed hopes for Pebble permits and strong copper prices. Global Atomic sank 23.6% on Dasa project cost worries and uranium weakness. Altima Energy soared 43.3% on Montney gas speculation. Ucore Rare Metals fell 18.9% as construction cost overruns hit sentiment.
Market Summary: Canadian energy and ag-tech stocks gained on strong oil prices and commodity optimism, with Surge Energy and Green Rise Foods leading. Clean energy and battery shares, including Ballard Power and NEO Battery, fell on sector caution and profit-taking.
Amazon's $20B investment in Pennsylvania will create data centers, generate thousands of jobs, boost infrastructure, and position the state as a tech and AI hub.
China's grip on rare earth supplies is disrupting auto and defense manufacturing, exposing critical vulnerabilities in Western industrial and security supply chains.
Surging Japanese bond yields are shaking up the yen carry trade, risking currency swings and global market volatility that could hit investors across the globe.
The Japanese bond market may seem distant, but its ultra-low interest rates drive global carry trades that impact asset values in North American retirement portfolios. A shift in Japan's policy can trigger ripple effects retirees can’t afford to ignore.
