China's rare earths and supply risks

• Torsten Slok, Chief Economist at Apollo Global Management 
• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods 
• Terry Haines, Founder at Pangaea Policy 
• Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank 

Torsten Slok, Chief Economist at Apollo Global Management, shares his expectations for the first official post-shutdown US economic data due Thursday. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what Nvidia’s earnings will mean for the broader tech sector. Terry Haines, Founder at Pangaea Policy, discusses President Trump’s willingness to back proposed Senate legislation to sanction countries doing business with Russia. Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, on balancing productivity gains from AI with persistent inflation pressures.

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