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Commodity Markets React to Tariffs, Shale Slowdown, and Inflation Risks
5 articles I'm watching carefully
Tyler Dupont
February 03, 2025
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Tyler Dupont  Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
AST SpaceMobile Faces More Dilution Risk
AST SpaceMobile raised $460M in convertible debt, diluting shareholders by 8.5%, with another $2B needed, potentially adding 74M shares. The company secured FCC approval for limited AT&T satellite testing but must expand its 168-satellite constellation to scale revenue. Future capital raises could dilute shares by another 37%.
Commodity Markets React to Tariffs, Shale Slowdown, and Inflation Risks
Gold surged in January amid Trump’s tariff speculation and a weaker dollar. U.S. shale drilling is slowing despite efficiency gains. Coffee prices remain elevated due to weather-driven supply shocks. European gas stockpiling is strained by high summer prices. Climate tech equity financing fell 40% in 2024, despite record $2T in energy transition investment.
Tariffs, Earnings, and Jobs Data Shape Market Outlook
Markets face volatility as Trump's tariffs on Canada, Mexico, and China take effect, potentially fueling inflation. Investors await key earnings from Amazon, Alphabet, and Eli Lilly, alongside the January jobs report, expected to show slowing growth. The Fed holds rates steady, monitoring economic data before any policy shifts.
🪙 Crypto
Bitcoin dominance rises amid market downturn
Bitcoin's market dominance exceeded 60% as altcoins suffered sharper losses amid a broader crypto downturn. The decline follows new U.S. trade tariffs, triggering risk-off sentiment. Analysts forecast further volatility, citing macroeconomic pressures and potential BTC correction to $95K.
🌎 Global Economy
Trump Tariffs Threaten UK Stability
Trump’s tariffs on Canada and Mexico could weaken the UK economy through a stronger dollar and higher global borrowing costs. The OBR warns a global trade war could cut UK GDP by 5%. A weaker pound could drive inflation, while rising US bond yields may increase UK government borrowing costs, pressuring fiscal policy.
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