FactoryTh/iStock via Getty Images Westwater Resources ( WWR ) up 4.5% in early trading Tuesday after saying its Coosa graphite deposit in Alabama has been designated as a “covered project” under FAST-41 and added to the U.S. federal permitting dashboard. Designation as a FAST-41 covered project supports a more coordinated and transparent federal permitting process, including a publicly available p...
FactoryTh/iStock via Getty Images Westwater Resources ( WWR ) up 4.5% in early trading Tuesday after saying its Coosa graphite deposit in Alabama has been designated as a “covered project” under FAST-41 and added to the U.S. federal permitting dashboard. Designation as a FAST-41 covered project supports a more coordinated and transparent federal permitting process, including a publicly available permitting timetable, and is designed to improve visibility and coordination as agencies advance environmental review and permitting activities for Coosa, the company explained . Westwater ( WWR ) said the Coosa graphite deposit, which covers 41,965 acres, is the largest natural flake graphite deposit in the contiguous U.S., and its addition to the FAST-41 dashboard reflects its important role in building a domestic supply of graphite, a critical mineral used in batteries, energy storage, and industrial applications. More on Westwater Resources Westwater Resources Q4 2025 Earnings Call Presentation Westwater Resources Faces Heightened Execution And Financing Risks Seeking Alpha's Quant Rating on Westwater Resources
Richard Drury/DigitalVision via Getty Images Until the middle of last week, markets had exhibited a noticeable gap between the behavior of global rates and risk assets. Across foreign exchange (FX), equities, and especially credit, risk premia had moved only modestly, even as front‑end yields rose sharply and curves flattened – suggesting a market still more focused on inflation risks than on a ma...
Richard Drury/DigitalVision via Getty Images Until the middle of last week, markets had exhibited a noticeable gap between the behavior of global rates and risk assets. Across foreign exchange (FX), equities, and especially credit, risk premia had moved only modestly, even as front‑end yields rose sharply and curves flattened – suggesting a market still more focused on inflation risks than on a material growth shock. That stance was partly shaped by last year’s “Liberation Day” tariff volatility episode, which conditioned investors to look through policy noise and avoid leaning too aggressively into downside scenarios, despite a more complex geopolitical backdrop today. Price action over the past two trading sessions suggests this gap may now be narrowing as markets may be starting to shift their focus toward downside risks to growth. While the ultimate path of the Middle East conflict remains highly uncertain, a more prolonged return to pre‑conflict conditions would likely prompt a broader and sharper repricing of growth risk. That asymmetry continues to make owning duration (a gauge of interest rate risk that tends to be higher in longer-dated bonds) increasingly compelling, particularly given key differences between today’s conditions and the 2022 inflation episode, including a more balanced labor market, higher borrowing costs, and weaker aggregate demand (for more, see our latest Cyclical Outlook , “ Layered Uncertainty: Conflict, Credit Stress, and AI ”). The dollar, bonds, and risk: A tougher hedge, but only locally While Treasuries provided effective protection during risk-off episodes in February, their performance has since been more mixed, as yields have moved higher even amid bouts of softer risk sentiment. This has reignited the debate around the value proposition of duration and the U.S. dollar as hedges in an inflation‑dominated regime. So far, cross‑asset correlations remain broadly consistent with historical patterns. Of the roughly 60 trading sessi...
Iryna Olkhova The Chicago PMI fell to 52.8 in March from 57.7 in the prior month, against the 54.0 consensus, according to data released by the Institute for Supply Management on Tuesday.
Iryna Olkhova The Chicago PMI fell to 52.8 in March from 57.7 in the prior month, against the 54.0 consensus, according to data released by the Institute for Supply Management on Tuesday.
primeimages Wall Street’s major market averages pushed higher on Wednesday as an end to the Iran conflict could be near, with President Donald Trump prepared to wind down the military campaign against the country within weeks. The tech-focused Nasdaq Composite ( COMP:IND ) was +1.6%. At the same time, the benchmark S&P 500 ( SP500 ) was +1.3%, and the blue-chip Dow ( DJI ) was +1%. On a sector-by-...
primeimages Wall Street’s major market averages pushed higher on Wednesday as an end to the Iran conflict could be near, with President Donald Trump prepared to wind down the military campaign against the country within weeks. The tech-focused Nasdaq Composite ( COMP:IND ) was +1.6%. At the same time, the benchmark S&P 500 ( SP500 ) was +1.3%, and the blue-chip Dow ( DJI ) was +1%. On a sector-by-sector basis, ten of the 11 S&P segments were in the green, with consumer discretionary at the top. At the other end of the spectrum, utilities have suffered the most. Treasury yields edged lower despite a jump in March across the curve. The 10-year Treasury yield ( US10Y ) fell 4 basis points to 4.30%, while the 2-year yield ( US2Y ) dropped 5 basis points to 3.78%. The 30-year yield ( US30Y ) declined 2 basis points to 4.89%. Trump also urged countries hit by Strait of Hormuz fuel disruptions to buy from the U.S. or “take it” themselves in remarks highlighting tensions with allies over the Iran war. The Wall Street Journal reported that Trump told aides he is willing to end hostilities on a four-to-six-week timeline, prioritizing the degradation of Iran’s navy and missile stocks over the more complex mission of reopening the Strait of Hormuz. On the economic calendar, Chicago PMI data fell to 52.8 in March from 57.7 in the prior month. Investors will also soon receive JOLTS data. As for stocks that were on the move, Marvell Technology ( MRVL ) climbed +7.2%, while shares of Biogen ( BIIB ) dropped -4.3%. More on markets Treasury yields surge in March, posting the biggest monthly jump since 2024 Wells Fargo lowers its year-end S&P 500 target from 7,800 to 7,300 S&P 500 is on pace for its worst month since 2022 as broad selloff deepens Selling pressure intensifies as now nearly 300 of the S&P 500 names trade lower in 2026 Recession odds in 2026 jump to nearly 40% on prediction markets