Zinc Sees Biggest Squeeze in Decades as LME Inventories Run Dry

Goldman's Molavi has pointed out that asset classes are behaving unusually in relation to each other, creating confusion among even the most experienced equity market traders. This observation is significant as it highlights potential shifts in market dynamics that could impact investment strategies.

Oil prices remained steady as traders assessed the growing surplus in the market while anticipating upcoming trade talks between the US and China. This situation is significant as it reflects the ongoing dynamics in global trade and its potential impact on oil demand and pricing.

Gold prices are on the rise again, nearing record highs after a recent dip. Traders are seizing the opportunity to buy in following a sharp selloff last week, indicating strong market confidence. This rally is significant as it reflects ongoing investor interest in gold as a safe-haven asset amidst economic uncertainties.

Emerging-market currencies are experiencing a boost as traders react positively to signs that US-China trade tensions may be easing. This development is particularly significant as it comes ahead of crucial talks scheduled for the end of the week in Malaysia, which could further stabilize the economic landscape and foster better trade relations.

Gold prices have stabilized after a significant drop, as traders are closely monitoring the ongoing trade tensions between the US and China, along with concerns about the credit risks facing regional banks in the US. This situation is crucial as it reflects the broader economic climate and can influence investment decisions across various markets.

BlackRock has emerged as one of the largest investors in a significant $27 billion debt deal orchestrated by Meta Platforms and Blue Owl to fund the construction of a new data center in Louisiana. This investment not only highlights the confidence in Meta's growth strategy but also underscores the increasing importance of data centers in supporting digital infrastructure. As demand for data storage and processing continues to rise, this deal is a pivotal step in enhancing Meta's capabilities and expanding its operational footprint.

Hanmi Financial has reported an impressive 46% surge in net income for the third quarter of 2025, alongside a remarkable tripling of its commercial and industrial lending. This significant growth highlights the bank's strong performance and ability to capitalize on market opportunities, which is crucial for its stakeholders and the broader economy.

East West Bancorp has reported record earnings for Q3 2025, showcasing impressive growth driven by a strong increase in deposits. This achievement highlights the bank's effective strategies in attracting customers and managing resources, which is crucial in today's competitive financial landscape. Such performance not only boosts investor confidence but also positions the bank favorably for future opportunities.

DroneShield has reported an astonishing 1,091% surge in revenue for Q3 2025, driven by a skyrocketing demand for counter-drone technology. This remarkable growth highlights the increasing importance of drone defense solutions in today's security landscape, as more organizations recognize the need to protect against potential drone threats. The company's success not only reflects its innovative approach but also signals a booming market for drone-related technologies, making it a key player to watch in the industry.

Mark Douglas, the CEO of MNTN, shared insights on Netflix's third-quarter performance and advertising strategy. He noted that while over half of new users are opting for ad-supported subscriptions, the pace of ad serving hasn't kept up, which presents challenges for the current quarter. However, Douglas remains optimistic, suggesting that this situation could lead to positive outcomes in future quarters. This perspective is important as it highlights the evolving landscape of streaming services and their reliance on advertising revenue.

Analyst David Joyce from Seaport Research Partners believes that Netflix's stock is overreacting to recent news, as the company's quarterly performance exceeded expectations. He highlighted that Netflix is making significant strides in its advertising efforts, which is crucial for its growth strategy. This positive outlook suggests that investors may want to reconsider their positions on Netflix, especially as it navigates the competitive landscape of streaming.