Housing stocks are rebounding as falling oil prices and Treasury yields spark renewed investor confidence despite mixed earnings reports.
The USMCA treaty moves to an annual review process, casting uncertainty over North American auto production as automakers grapple with stricter content rules.
Copper faces pressure from US tariff risks, manufacturer substitution for aluminium, and rising energy costs dampening global growth.
Record profit margins for S&P 500 firms are driving bullish sentiment as Wall Street upgrades earnings forecasts for 2026 despite market volatility.
US steel mills face rising production costs as electricity demand from data centers outstrips grid supply, complicating a period of foreign-led industry investment.