What leverage do tariffs and rare earths give the US?

• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
• Innes McFee, Chief Global Economist at Oxford Economics
• Tom Tzitzouris, Head of Fixed Income Research at Strategas
• Terry Haines, Founder at Pangaea Policy

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses the recovery in stocks following credit fears that plagued markets last week. Innes McFee, Chief Global Economist at Oxford Economics, discusses investors looking for signs of strength beyond AI. Tom Tzitzouris, Head of Fixed Income Research at Strategas, on the correlation between gold's surge and the bond market. Terry Haines, Founder at Pangaea Policy, gives his perspective on the state of US-China trade relations.

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