Trump's New Trade War Brought an Unexpected Ally to Canada
Trump’s trade war is pushing Canada toward the EU. Here are the ETFs and stocks tied to defense, uranium and critical minerals.
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The copper-to-gold ratio signals a potential drop in 10-year Treasury yields. Explore key drivers, rising wedge patterns, and market impacts.
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Trump’s trade war is pushing Canada toward the EU. Here are the ETFs and stocks tied to defense, uranium and critical minerals.
https://www.reuters.com/world/us/white-house-copper-tariff-plan-stalls-amid-affordability-concerns-sources-say-2026-09-10/
Copper hit a record on the London Metal Exchange as AI data center demand collided with tight mine supply and the best global factory data in years.
Copper hits all-time high of $14,533/ton. Mine production drops, aging assets fail, and supply deficits push prices toward $15,000.
The article compares two precious metals mining ETFs: GDX (gold-focused) and SIL (silver-focused). GDX offers lower fees and larger assets under management ($30.5B vs $5.3B), while SIL has outperformed GDX over the past year (43.3% vs 35.9% returns) and offers higher dividend yields. The choice depends on risk tolerance: GDX suits conservative investors seeking stability, while SIL appeals to those willing to accept higher volatility for potentially greater returns.
Why Treasuries offer no real return: Peter Schiff breaks down rising national debt, stagflation, and the commodities refuge.