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Tesla, Ford and Samsung are spending billions building local LFP battery factories. They all need the same critical material, battery-grade phosphate, and China controls over 90% of the supply. One small-cap company just got G7 backing to fix that.

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The Leaders Are Breaking

Is this another "sell low, buy high" setup? AI leadership is cracking. But history suggests the next pain trade could still be higher.

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Tech underperforms while front-end yields fall after soft NFP report - Newsquawk US Market Wrap

US NFP misses expectations w/ downward revisions; US u/e rate moves lower alongside drop in participation rate; US initial and continued claims little changed W/W; Money markets continue to fully price one 25bps rate hike by the Fed by year end; Fed's Daly says can't decide now on rates; US Baker Hughes rig counts rise; TSLA Q2 deliveries fail to impress; Softer-than-expected Swiss CPI.