Rare earth sector catching attention as supply chain resilience becomes a priority. The index surged over 2% recently, reflecting broader shifts in global trade dynamics. With Washington pushing for faster supply chain diversification away from single-source dependencies, we're seeing real market moves. This kind of policy-driven rotation in traditional markets often signals broader economic recalibration—something worth monitoring if you're thinking about macro trends and how they ripple across different asset classes. The push for alternatives and domestic sourcing isn't just policy chatter anymore; it's translating into actual capital flows and market momentum.