MarketPulse

supply and demand

5 articles
BenzingaBenzinga··Rishabh Mishra

Fed Resumes Treasury Purchases as BlackRock Bets Big on Stocks Over Bonds

Federal Reserve buys $237B in Treasuries since December, but BlackRock's Rick Rieder maintains equities outpace bonds due to structural supply shortages from buybacks outpacing IPOs.
BLKDIVBIEFstock marketFederal Reserve
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Global Oil Stockpiles Hit Critical Levels as Geopolitical Tensions Threaten Market Stability

Global oil stockpiles depleting amid geopolitical tensions, with market structure signaling tight supply. Chevron warns investors underestimate price spike risks.
CVXenergy sectorsupply and demand
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

VanEck Rare Earth ETF Surges 125% Amid Sector Boom—But Volatility Looms

$REMX surges 125% on rare-earth demand, but commodity cyclicality poses downside risks for speculative investors seeking core portfolio exposure.
REMXETFdiversification
The Motley FoolThe Motley Fool··Rich Smith

Rare-Earth Magnet Play: Institutional Investors Bet Big on MP Materials' Texas Expansion

Major institutional investors accumulate $MP shares amid flat performance, betting on new Texas factory to capitalize on surging U.S. rare-earth magnet demand projected to reach 50,000 tons by 2030.
MPinstitutional investorsearnings beat
The Motley FoolThe Motley Fool··Keithen Drury

Memory Chip Cyclicality Limits Micron's Long-Term Growth Potential

Micron shares surged 40% on AI demand, but commodity memory markets face cyclical pricing pressures as competitors add capacity, limiting long-term growth potential.
MUTSMartificial intelligencememory chips