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Manufacturing Mixed Picture, Market Breadth Shakes SPX & Rare Earths Crumble

Manufacturing Mixed Picture, Market Breadth Shakes SPX & Rare Earths Crumble

Schwab Network · Schwab Network

November 3, 20257m 55s

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Show Notes

There's a lot to keep on the radar to start the week's trading action. Kevin Green begins with PMI and ISM Manufacturing data hitting the wire. One data point gained traction while the other showed contraction. On the tariff front, Kevin dissects the "transactional truce" between the U.S. and China and why it's "all systems go" in the agricultural sector for now. There's not as much confidence in the rare earths industry where stocks like MP Materials (MP) and USA Rare Earth (USAR) continue to sell off.


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