ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!

Markets remain surprisingly resilient despite geopolitical tensions and rising volatility.

In this week's ITPM Flash, Ben Berggreen breaks down the latest macro developments, including the impact of Middle East tensions on energy markets and equities. Despite the noise, the S&P 500 remains range-bound — suggesting markets may not yet be pricing in worst-case scenarios.

We then dive into ISM Manufacturing PMI, which continues to show strong momentum in key industrial sectors. This macro backdrop leads into a deeper look at MP Materials (MP) — the only large-scale rare earth mining and processing facility in the United States.

With China controlling the majority of global rare earth production and tightening export controls, MP could play a critical strategic role in U.S. supply chains. Ben explains the fundamental setup and walks through a limited-risk options strategy designed to capture upside while managing risk.