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International Trade News 16 October 2025 - 15 November 2025

Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump’s Tariff Shockwave: 2025 Trade War Revival Rocks Global Markets and Economy

Trade War 2.0: New Tariffs and 2025 Policy Moves A Tariff Revival: Upon returning to the White House in January 2025, Trump wasted no time reasserting his “Tariff Man” persona. By early April he declared April 2, 2025 as “Liberation Day” – unveiling the most sweeping U.S. tariff hikes in decades Csis. This included a blanket 10% tariff on all imports…
Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba (BABA) sinks ~3.8% at the close after White House memo allegations; France flags AliExpress; class‑action probe announced — Nov. 14, 2025

Alibaba’s U.S.-listed shares finished Friday sharply lower after fresh geopolitical and regulatory headlines weighed on sentiment into the bell. Key takeaways (Nov. 14, 2025, after market close, ~4:00 p.m. ET) What moved Alibaba stock today White House memo report and company denial.Reuters reported that a White House memo—citing declassified intelligence—alleges Alibaba supported Chinese military operations; the company called the assertions…
Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Published: November 13, 2025 Belgium’s Solvay has signed two agreements to supply rare‑earth oxides to U.S. magnet makers Noveon Magnetics and Permag, a fresh sign that demand—and government backing—in North America is pulling new non‑Chinese supply into the market. The stock reacted on Thursday, rising about 3.4% to lead Belgium’s BEL 20 index. Reuters What happened Solvay said the Noveon…
FedEx (FDX) Jumps as CFO Signals Stronger Q2 Profit; Holiday Webcast Highlights, Veterans Day Operations, and New APAC–Europe Trade Insights — Nov. 11, 2025

FedEx (FDX) Jumps as CFO Signals Stronger Q2 Profit; Holiday Webcast Highlights, Veterans Day Operations, and New APAC–Europe Trade Insights — Nov. 11, 2025

Published: November 11, 2025 Key Takeaways FedEx Lifts Near‑Term Profit Outlook; Stock Rallies FedEx Corporation (NYSE: FDX) told investors today it expects adjusted earnings in its fiscal second quarter (ending Nov. 30) to come in above last year’s $4.05 per share—a level that also sits ahead of the ~$4.02 average analyst estimate referenced by Bloomberg data. The upbeat signal helped…
11 November 2025
U.S.–Switzerland Near Tariff Deal: 39% Duties Could Drop to 15% as Trump Confirms Talks; Swiss Watch Stocks Rally (Nov. 11, 2025)

U.S.–Switzerland Near Tariff Deal: 39% Duties Could Drop to 15% as Trump Confirms Talks; Swiss Watch Stocks Rally (Nov. 11, 2025)

Published: November 11, 2025 Key points What’s new today The U.S. and Switzerland appear to be edging toward a breakthrough that would slash the punitive 39% “reciprocal” tariff Washington placed on Swiss goods this summer. Speaking in the Oval Office on Monday, President Trump said, “We’re working on a deal to get their tariffs a little bit lower,” confirming active…
China Import Expo 2025 Shatters Records: $40B Deals, US Firms Return After Xi–Trump Summit – Experts Sound Off

China Import Expo 2025 Shatters Records: $40B Deals, US Firms Return After Xi–Trump Summit – Experts Sound Off

Expo Highlights & Speeches The CIIE is China’s flagship trade fair to demonstrate “free trade credentials” and attract imports Reuters Scmp. Premier Li stressed high-level opening-up, promising to keep China’s economy “fairer and more transparent” Reuters. Reuters notes Li said rising tariffs “are seriously undermining international economic and trade rules” Reuters. He repeated China’s commitment to increase imports of “high…
Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

Nvidia’s UAE Chip Deal: U.S. Greenlights Advanced AI Exports, Stocks Soar

U.S. Greenlights Advanced AI Chip Exports to the UAE In a groundbreaking move, the U.S. Commerce Department approved special export licenses for Microsoft to ship thousands of Nvidia’s top-tier AI chips to the UAE Osoulmisrmagazine. This marks the first time a U.S. company has been cleared to send such advanced GPUs to the Gulf nation under updated export rules Osoulmisrmagazine.…
China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

New China–Russia Trade Agreement China and Russia have upped their economic partnership with a new set of agreements. In late October 2025 Beijing and Moscow announced that they would “push for a stable expansion of two-way trade with an optimized structure” People. Commerce Minister Wang Wentao and Russia’s economic minister Reshetnikov co‑chaired a subcommittee meeting on Sept. 28, where they…
Lynas Rare Earths (LYSCF) Stock Soars on $8.5B U.S.–Australia Rare-Earth Pact

Lynas Rare Earths (LYSCF) Stock Soars on $8.5B U.S.–Australia Rare-Earth Pact

Full Story: Below we examine Lynas Rare Earths’ recent news flow, stock trends, growth plans, and expert analysis in detail. Stock Performance & Recent Trend Lynas shares have been on a tear. By mid-October 2025, the stock (ASX: LYC) had nearly tripled in a year (from ≈A$6 in late 2024 to ~$19) Investing ts2.tech. In early October it spiked to A$21.96…

Stock Market Today

  • Ballard Power Systems Shares Drop 3% Amid Weak Quarterly Earnings
    January 27, 2026, 5:07 AM EST. Ballard Power Systems Inc. (TSE:BLDP) shares declined 3% to C$3.52 during mid-day trading on Monday, with 679,919 shares changing hands, 21% below average volume. The company's market cap stands at C$1.06 billion. Ballard reported a quarterly loss with earnings per share (EPS) of C($0.09) and revenue of C$45.26 million. The company posted a negative return on equity of 36.72% and a net margin of -360.17%. Analysts project a full-year EPS of -0.67. Despite a Hold rating from analysts, Ballard was not included among top stock picks. The company specializes in zero-emission proton exchange membrane (PEM) fuel cells for various mobility sectors, aiming to support sustainable energy solutions.
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