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Trade Policy News 11 October 2025 - 18 November 2025

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

Why iShares U.S. Tech Independence Focused ETF (IETC) Is in the Spotlight as a “Tariff‑Resistant” Play in the Trump Economy – November 18, 2025

Published: November 18, 2025 As President Donald Trump’s aggressive tariff agenda reshapes global trade, investors are scrambling for ways to protect their portfolios from rising import costs, supply chain disruptions, and increasingly jittery stock markets. One exchange‑traded fund (ETF) has suddenly moved to the center of that conversation: the iShares U.S. Tech Independence Focused ETF (ticker: IETC). Multiple financial outlets have highlighted IETC this week as a potential “tariff‑resistant” way to put even a small sum — say $100 — to work in U.S. technology stocks that lean heavily on domestic production and revenue.  Nasdaq+1 Here’s how today’s tariff headlines intersect
Italian Pasta at Risk: Trump’s 107% Tariff Threat Could Pull 13 Brands From U.S. Shelves — What’s Changing Today (Nov. 11, 2025)

Italian Pasta at Risk: Trump’s 107% Tariff Threat Could Pull 13 Brands From U.S. Shelves — What’s Changing Today (Nov. 11, 2025)

What changed — and why pasta is suddenly in the crosshairs The U.S. Department of Commerce released preliminary results on Sept. 4, 2025, in its long‑running anti‑dumping review of “certain pasta from Italy.” Commerce assigned 91.74% dumping margins to La Molisana and Pastificio Lucio Garofalo, and — following its standard practice when lead respondents are found uncooperative — applied the same rate to 11 non‑examined companies for the July 1, 2023–June 30, 2024 period. These are not final results. Federal Register Separately, under the U.S.–EU tariff framework announced this summer, the U.S. is applying a 15% tariff ceiling on most
Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Dow Jones Today, Nov. 6, 2025: Tech Sell‑Off, FAA Flight Cuts and Tariff Uncertainty Drag Stocks Lower

Updated: November 6, 2025 Key takeaways Market recap: All three indexes retreat U.S. equities finished broadly lower Thursday with the Dow off 398.70 points (‑0.84%), the S&P 500 down 75.97 points (‑1.12%) and the Nasdaq lower by 445.80 points (‑1.90%). Tech remained the primary drag, snapping the market’s recent winning streak. Reuters+1 Valuation worries across mega‑cap tech overshadowed a handful of strong single‑stock stories, while the government shutdown and policy uncertainties kept risk appetite on a short leash. Reuters What moved the market today 1) Tech‑led risk‑off A renewed wobble in technology and AI‑linked shares weighed on the tape. Investors
6 November 2025
Supreme Court Tariff Showdown: Trump’s Trillion-Dollar Trade Gamble Meets Skeptical Justices

Supreme Court Tariff Showdown: Trump’s Trillion-Dollar Trade Gamble Meets Skeptical Justices

In sum, the Supreme Court appears poised to make a definitive ruling on Trump’s tariff gambit – one that will either vindicate his bold use of emergency power or slam the brakes on it. The stakes are enormous: billions of dollars, the balance of economic power between Congress and the President, and the future course of U.S. trade policy all hang in the balance. As Hofstra law professor James Sample noted, this is “a staggeringly important case” that could reshape the economy and constitutional order for years to come abcnews.go.com. Both Wall Street and Main Street await the outcome, bracing
Ford Stock Soars on Strong Q3; Outlook Clouded by EV Costs and Tariff Risks

Ford Stock Soars on Strong Q3; Outlook Clouded by EV Costs and Tariff Risks

Earnings Boost the Stock Ford’s latest earnings report (Oct. 23, 2025) exceeded expectations and lifted investor confidence. The automaker posted a record $50.5 billion in Q3 revenue and $0.60 GAAP EPS, well above analyst forecasts s205.q4cdn.com. Adjusted free cash flow reached $4.3 billion, reflecting strong truck sales and disciplined cost management. The robust results were driven by Ford Pro (commercial vehicles), whose $17.4 B revenue (up 11% YoY) generated roughly $2.0 B in EBIT markets.financialcontent.com. This segment’s growth (especially F-Series pickups, Transit vans and paid software services) provided a counterweight to weaker EV margins. CEO Jim Farley noted that Ford’s focus on execution and
Dow Smashes 47,000 on Trade Truce Buzz – Fed Rate Cut Hopes Fuel Record Rally

Dow Smashes 47,000 on Trade Truce Buzz – Fed Rate Cut Hopes Fuel Record Rally

Markets Soar to Record Highs on Fed and Trade Optimism Wall Street enters this week riding a wave of euphoria. Last Friday’s cooler-than-expected inflation report ignited an end-of-week rally, sending all three major U.S. indices to all-time highs wral.com wral.com. The Dow’s historic close above 47,000 was accompanied by the S&P 500 and Nasdaq Composite also finishing at record levels wral.com. Wall Street’s “fear gauge,” the VIX volatility index, sank to its lowest in months as investors piled into risk assets wral.com. The rally was fueled by easing price pressures and upbeat earnings. The September Consumer Price Index (CPI) showed
Tariffs & Rare-Earth Gold Rush: Cleveland-Cliffs Stock Surges 19% on New Trade Policies

Tariffs & Rare-Earth Gold Rush: Cleveland-Cliffs Stock Surges 19% on New Trade Policies

Tariff-Fueled Growth in Q3 Cleveland-Cliffs’ Q3 results revealed a tariff-fueled bump in sales. Revenue rose 3.6% year-over-year to $4.73 billion, thanks in part to the 50% tariff on imported steel imposed earlier this year marketscreener.com. The company shipped 4.0 million net tons of steel (vs 3.8 M last year), reflecting stronger orders from automakers investorshub.advfn.com. However, CLF still posted a GAAP net loss of $251 million ($0.51/share), nearly unchanged from a year ago marketscreener.com. Adjusted loss was $0.45/share, in line with forecasts. Management emphasized that new long-term contracts with Detroit automakers (Ford, GM, etc.) were secured under the new trade rules. As
20 October 2025
Stocks Rally on Trump’s Trade Pivot – But Is the Bull Run Peaking?

Stocks Rally on Trump’s Trade Pivot – But Is the Bull Run Peaking?

The late-week surge capped a rollercoaster October. Early in the week, fears of a new regional banking crisis and an abrupt 100% China tariff announcement had sent markets tumbling. But by Friday, calmer notes prevailed: Trump’s tone softened (even proposing to lower tariffs if China buys U.S. farm goods), a high-level U.S.-China meeting was penciled in, and Fed expectations remained dovish ts2.tech ts2.tech. Wall Street fixed-income veteran Robert Pavlik of Dakota Wealth summed up the confusion: “The market doesn’t really know what to take when Donald Trump speaks,” he said reuters.com. In practice, investors chose to focus on earnings and
Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Market Update: Rally Pauses, Tech Leads Losers U.S. stocks gave back early gains as investors “paused to assess the optimism around AI and interest-rate cuts” x.com. On Friday Oct. 10, the Dow closed around 45,480 (down ~1.9%), the S&P 500 about 6,552 (–2.7%) and the Nasdaq roughly 22,204 (–3.6%) reuters.com nasdaq.com. Over the week, the S&P and Nasdaq had their worst weeks in months as global trade fears resurfaced. The declines were broad-based: 10 of 11 S&P sectors fell, with big drops in tech and consumer discretionary nasdaq.com. Volatility spiked – the VIX fear index jumped 32% to ~21.7, its highest since
Rare Earth Shockwave: China’s Metal Curbs Jolt Tech Industry as Trump Threatens 100% Tariffs

Rare Earth Shockwave: China’s Metal Curbs Jolt Tech Industry as Trump Threatens 100% Tariffs

China’s Rare Earth Bombshell: What Happened? On October 9, Beijing dropped a bombshell announcement that sent tremors through the global tech and manufacturing sectors. China’s Ministry of Commerce unveiled new export controls on rare earth elements, vastly expanding an earlier round of curbs from April reuters.com reuters.com. Five additional rare-earth metals – holmium, erbium, thulium, europium, and ytterbium – were added to China’s restricted list, which already included seven key rare earths from prior controls ts2.tech reuters.com. In effect, 12 out of the 17 rare-earth elements are now subject to Chinese export licensing and quotas, covering well over half of the rare-earth periodic table ts2.tech. These
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