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Trade War News 11 October 2025 - 30 October 2025

Hot GDP Surprise Shatters Wall Street’s Rally – Stocks Slide on Fed Jitters (Sept 25, 2025)

Stock Market Rollercoaster: Tech Stocks Tumble After Trump-Xi Trade Truce & Fed’s Hawkish Signals

Market Recap Global stocks wobbled this week on the twin shocks of trade news and monetary policy. In Busan on Oct. 30, Trump met Xi Jinping and touted a deal to trim U.S.–China tariffs, resume Chinese soybean and energy imports, and keep rare-earths exports flowing reuters.com. Beijing promptly agreed to suspend some counter-tariffs for a year. Yet traders remained wary. “A good Trump/Xi meeting was in the price…we’ve simply got confirmation of that,” noted Daiwa’s Chris Scicluna, implying markets had already anticipated a positive outcome reuters.com. In fact, stocks “fell on concerns the truce may prove fleeting” as details were
10-Year Treasury Yield Plunges Below 4% as Trade War & Fed Pivot Spur Flight to Safety

10-Year Treasury Yield Plunges Below 4% as Trade War & Fed Pivot Spur Flight to Safety

Bond Yields Plunge Below 4% in Flight to Safety A wave of safe-haven buying is sweeping through the bond market. The 10-year Treasury yield – a key benchmark for borrowing costs – dropped below 4% for the first time all year ts2.tech, a dramatic turnaround that underscores investors’ frayed nerves. This bond rally, which pushed the 10-year yield down to ~3.97%, signals an extraordinary flight to safety. According to AMP chief economist Dr. Shane Oliver, U.S. “bond yields fell” as investors flocked to havens due to “safe haven demand and increased expectations for US rate cuts” amp.com.au. Multiple forces converged
17 October 2025
Wall Street Whiplash: Trade War “Tariff Tantrum” and Liquidity Fears Jolt Markets

Wall Street Whiplash: Trade War “Tariff Tantrum” and Liquidity Fears Jolt Markets

Trump’s Trade War Tantrum Shakes Markets After months of climbing to record highs, markets were blindsided in mid-October by an abrupt escalation in the U.S.–China trade conflict. On October 10, former President Donald Trump unleashed a “shock tariff ultimatum” via social media, vowing to slap 100% tariffs on all remaining Chinese imports and scrapping an upcoming peace summit with China’s President Xi reuters.com reuters.com. Beijing had moved to tighten exports of critical rare-earth minerals days prior, and Trump’s furious response signaled “Trade War 2.0” was on. The aggressive rhetoric stunned investors and “rattled markets”, erasing optimism that had driven stocks
ASX:COOT TRIPLES AS TRADE WAR TALK IGNITES AGRI STOCK RALLY

ASX:COOT TRIPLES AS TRADE WAR TALK IGNITES AGRI STOCK RALLY

Stock Surge and Market Reaction Australian Oilseeds (COOT) electrified markets on Oct. 14–15. After markets closed Oct. 14, President Trump posted that the U.S. might “terminate … business with China having to do with cooking oil” as retaliation for China’s soybean boycott. This tweet sent global agri stocks soaring. COOT led the rally, jumping +248.2% after-hours on Oct. 14 benzinga.com. In regular hours that day it had already gained +46.21% benzinga.com. By Wednesday pre-market (Oct 15) COOT was trading around $3.96 (up ~310% versus Tuesday’s close) stockanalysis.com. Such moves made COOT one of the top U.S. gainers. Benzinga reports that COOT’s surge coincided with
15 October 2025
Apple Stock Hits New Heights: iPhone 17 Supercycle, Analyst Split, and 2025 Outlook Revealed

Apple Stock Shrugs Off Trade War Scare as New Products & CEO Succession Buzz Fuel Optimism

Apple Rides Out a Wild Day on Wall Street Apple’s stock performance on October 14 told a story of resilience in the face of macroeconomic drama. The day began with “palpable unease” across markets as renewed U.S.-China trade tensions rattled investors markets.chroniclejournal.com. President Trump’s surprise threat of massive new tariffs – 100% on all Chinese imports – and China’s rapid countermeasures (sanctioning U.S. partners and slapping fees on American-linked ships) sent the Nasdaq tumbling nearly 0.9% at the open markets.chroniclejournal.com markets.chroniclejournal.com. Apple, deeply entwined with Chinese manufacturing and sales, “found itself navigating choppy waters” – its stock slid early, briefly
15 October 2025
Stock Market on Edge: U.S. Futures Slide as US-China Trade War Heats Up

Stock Market on Edge: U.S. Futures Slide as US-China Trade War Heats Up

Market Update – Futures and Indices U.S. stock futures opened sharply lower on Tuesday, Oct. 14, after an overnight escalation in U.S.–China trade tensions. By early trading, CME Dow mini futures were down about 208 points (–0.45%), S&P 500 e-minis off 49.75 points (–0.74%), and Nasdaq 100 futures down 1.2% reuters.com economictimes.indiatimes.com. This slide erased much of Monday’s gains. On Oct. 13, Wall Street had rebounded from Friday’s selloff: the Dow jumped +1.29%, the S&P +1.56% (to ~6,654), and Nasdaq +2.21% (to ~22,695) reuters.com ts2.tech, fueled by tech and easing trade fears. But fresh news—China’s announcement of retaliatory tariffs and
14 October 2025
Market Shock: Dow & Nasdaq Futures Plunge Amid Trade War Fears; Gold Hits Record, Crypto Slumps

Market Shock: Dow & Nasdaq Futures Plunge Amid Trade War Fears; Gold Hits Record, Crypto Slumps

Traders at the New York Stock Exchange monitor screens as futures opened lower on Tuesday reuters.com. U.S. stock-index futures fell on trade-war jitters despite a tech-fueled rebound on Monday. U.S. Markets and Fed Watch Wall Street futures opened lower on Tuesday as investors fretted over renewed trade tensions with China. U.S. stock-index futures dipped – Dow futures were off about 0.5%, S&P 500 and Nasdaq futures off ~0.7–1.0% reuters.com. This followed a strong Monday rebound: the Nasdaq gained ~2.2% and the S&P 500 ~1.6% as President Trump tweeted a conciliatory message on China (saying “it will all be fine” with
14 October 2025
Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

Dow Jones Rockets 500 Points as Trump Calms China Tariffs – Market Rally Explained

Market Performance (Oct. 13, 2025) The Dow opened around 45,698 and rallied through the session. By mid-morning it was up ~1.1% (~+517 points at ~45,997) reuters.com. Major tech and financial names were the biggest contributors – Broadcom soared ~9% and topped the index reuters.com; Nvidia, AMD and other chipmakers also gained as AI-related news buoyed sentiment reuters.com. JPMorgan rose after unveiling a $1.5 trillion plan, and Oracle and Estee Lauder jumped on analyst upgrades reuters.com. Defensive sectors lagged (consumer staples down slightly). Fastenal fell on a profit miss reuters.com. Intraday range: The Dow’s intra-day low was near the open (~45,700) and
Stocks Surge as Trump Eases China Tariff Threats – Fed Rate-Cut Hopes Ignite Rally

Stocks Surge as Trump Eases China Tariff Threats – Fed Rate-Cut Hopes Ignite Rally

U.S. stock futures roared higher Monday as traders seized on softer trade rhetoric. Trump had threatened on Friday “massive” new tariffs on China, briefly sparking the Nasdaq’s worst single-day drop in months investopedia.com. He warned of 100% levies and cutting a summit with China’s Xi Jinping, which sent Friday’s S&P 500 down 2.7% and Nasdaq down 3.6% investopedia.com. But over the weekend Trump posted on Truth Social that “it will all be fine” with China and the U.S. did not want to “hurt” its economy investopedia.com. This reprieve calmed markets. Dow futures added +1.0%, S&P futures +1.3%, Nasdaq +1.9% by
13 October 2025
China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

What Happened: China’s New Controls On Oct. 9, China’s Ministry of Commerce issued “Announcement No. 61” of 2025, dramatically expanding export controls on critical minerals ts2.tech reuters.com. Five additional rare-earth elements (holmium, erbium, thulium, europium, ytterbium) were added to the restricted list, on top of seven elements already curbed in April aljazeera.com ts2.tech. In total 12 of the 17 rare-earth metals now require special licenses for export aljazeera.com. Beyond raw elements, China also slapped new controls on processing equipment and technology needed to refine these minerals aljazeera.com ts2.tech. Notably, Chinese rules will apply extraterritorially: foreign firms using Chinese-sourced rare earths
12 October 2025
Alibaba’s 2025 Tech Rally: AI Gold Rush, Stock Soars & What’s Next for 9988.HK

Alibaba’s AI Gold Rush & Trade-War Shocks: Chinese Tech Stocks on a Wild Ride

Alibaba’s AI-Powered Rally and Financial Strength This year Alibaba (9988.HK) has broken out of its 2020–24 malaise. On Sept 24 the stock jumped as much as 7.8% intraday after it unveiled a major new AI model ts2.tech. By Oct 3 it hit its highest in almost four years (~HK$186) ts2.tech. Key drivers: co-founder Jack Ma has quietly reengaged, and new CEO Eddie Wu has doubled down on AI/cloud (vowing to spend ¥380B on AI over 3 years ts2.tech). Alibaba’s cloud unit grew 26% in Q2 2025 ts2.tech, helping beat guidance even as core e‑commerce slowed. The company still generates fat
12 October 2025
Nasdaq Stumbles as Fed Jitters Mount, Intel Soars, Tariffs Rattle Tech Markets

Global Market Bloodbath: Trade War 2.0 Sparks October 2025 Stock Crash

From Record Highs to Sudden Crash Only days before the rout, markets were basking in record highs. In fact, the S&P 500 and Nasdaq Composite set all-time peaks on Oct. 9 reuters.com, capping a remarkable rally fueled by artificial intelligence (AI) euphoria and expectations of upcoming Federal Reserve rate cuts ts2.tech. Even a U.S. government shutdown (ongoing since Oct. 1) had barely dented confidence – Wall Street shrugged off the political drama as tech stocks climbed relentlessly through early October ts2.tech ts2.tech. That optimism flipped overnight. By Friday, October 10, a cascade of bad news ended the “melt-up.” President Donald
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