Winners & Losers: China Deal's Shocking Market Impact

Eight sectors soaring while market favorites suddenly tumble...

Good Monday Morning,

A stunning reversal in US-China trade relations has triggered one of the largest single-day rallies of 2025 with clear sector winners and losers emerging.

Companies throughout the EV supply chain and rare earth processing are seeing dramatic gains while traditional retail and certain tech segments face unexpected headwinds.

The most significant gains are occurring in previously overlooked sectors that suddenly find themselves at the center of this geopolitical realignment. Access this story here.

-Tom

P.S. The agreement's 90-day timeline creates both opportunity and risk – sectors benefiting today could find themselves vulnerable if sufficient progress isn't maintained during monthly reviews. CLICK FOR FULL STORY >>