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trade war

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.org. This included a blanket 10% tariff on all imports effective April 5, on national security grounds, aiming to shock trading partners into concessions and kick-start domestic industry csis.org. At the same time, the administration rolled out sector-specific duties: a 25% tariff on all imported cars and trucks (and a matching
15 November 2025
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Global Market Turmoil: Asia’s Factories Stumble, US Tariffs Bite, Oil Soars – What’s Next?

Global Market Turmoil: Asia’s Factories Stumble, US Tariffs Bite, Oil Soars – What’s Next?

In-Depth Analysis: Asia’s Manufacturing Slowdown: Business surveys on Nov 3–4 revealed broad weakness. China’s S&P Global (private) PMI dipped to 50.6 in October reuters.com as new export orders fell sharply amid tariff concerns. Official data also showed China’s factory output contracting for the 7th straight month. Japan’s manufacturing PMI was even weaker – 48.2 in October (from 48.5), its lowest since Mar 2024 reuters.com. Pollyanna De Lima of S&P noted, “demand weakness, particularly in the automotive and semiconductor sectors, weighed on Japanese manufacturing” reuters.com, though firms are optimistic that U.S. tariffs’ “detrimental impact… will fade” and future output will recover
5 November 2025
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JD.com Stock Primed to Soar? Trade Truce and Strong Sales Spark Investor Buzz

JD.com Stock Primed to Soar? Trade Truce and Strong Sales Spark Investor Buzz

Key Facts: JD.com’s U.S.-listed ADRs closed near $33 on Oct 31 benzinga.com. 2025 has seen robust sales growth – Q4’24 revenue jumped 13.4% YoY to RMB347 billion reuters.com, Q1’25 grew 15.8% to RMB301.1 billion globenewswire.com, and Q2’25 hit RMB356.7 billion (+22.4% YoY) jdcorporateblog.com. Margins and profits improved (net income surged in Q4’24 and Q1’25 reuters.com globenewswire.com). Management has returned cash to shareholders, buying back $1.5 billion of stock in Q1 globenewswire.com. Analysts are generally bullish – the consensus 12‑month target is about $42 (implying ~25–30% upside) benzinga.com – although some caution that aggressive discounting (in instant delivery, food, etc.) is squeezing profits reuters.com reuters.com.
2 November 2025
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Trump-Xi Trade Truce Sends Stocks Tumbling – Markets Brace for Tech Earnings and Fed Moves

Trump-Xi Trade Truce Sends Stocks Tumbling – Markets Brace for Tech Earnings and Fed Moves

Trump-Xi Meeting Yields Only a Temporary Truce At the APEC summit in Busan on Thursday, Trump and Xi touted progress but agreed only to roll back recent trade escalations. Under their framework, Beijing will pause new controls on rare-earth minerals (vital for tech manufacturing) for one year, resume soybean purchases, and work to halt illicit fentanyl exports. In exchange, Trump said U.S. tariffs on Chinese imports will be cut to 47% of their original levels (by halving the 20% fentanyl precursor tariff to 10%) reuters.com. Trump hailed the talks as “amazing” and rated them “12” on a 10-point scale reuters.com,
30 October 2025
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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
30 October 2025
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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
27 October 2025
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Midweek Double Whammy: Fed Decision & Big Tech Earnings Collide Amid Trump-Xi Trade Truce

Midweek Double Whammy: Fed Decision & Big Tech Earnings Collide Amid Trump-Xi Trade Truce

Markets Soar to Record Highs on Fed Hopes and Trade Optimism Investors head into this pivotal week riding a wave of market euphoria. Last Friday (Oct. 24), U.S. stocks roared to new record highs across the board. The Dow Jones Industrial Average jumped about 400 points (+0.8%) to close at an all-time peak, while the S&P 500 climbed 0.8% and the Nasdaq Composite 1.0%, both also notching record closes ts2.tech. All three major indexes gained roughly 2% over the course of the week investopedia.com, capping a rally fueled by encouraging economic news. The catalyst: fresh evidence that inflation is cooling.
27 October 2025
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Bitcoin’s Uptober Rollercoaster: Price Sinks to $107K After Record Highs – What’s Next?

Bitcoin Price Rebounds to $110K – Uptober Rally Resumes Amid Trade War Truce Hopes

Bitcoin Reclaims $110K After Uptober Turbulence Bitcoin’s price has clawed back above $110,000 as of October 20, marking a strong recovery after a wild mid-month swing. Over the weekend and into Monday, BTC jumped roughly 3–4%, restoring key support in the $107K–$110K range crypto.news investing.com. Just days ago, the world’s largest cryptocurrency was reeling from a sharp fall – a dramatic reversal that followed its early-“Uptober” surge to new highs. In the first week of October, Bitcoin appeared unstoppable, soaring past $125,000 to an all-time high amid what investors dubbed an “Uptober” rally. That euphoria was abruptly interrupted on Oct.
20 October 2025
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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
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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
17 October 2025
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Rare Earths Showdown: China’s ‘Bazooka’ Roils Markets, Trump Vows Tariffs

Rare Earths Showdown: China’s ‘Bazooka’ Roils Markets, Trump Vows Tariffs

Sources: Recent news reports and analyses (Washington Post, Reuters, AP, CNBC/FT reports, Fortune) plus industry data and tech media washingtonpost.com business-standard.com mexc.com economictimes.indiatimes.com reuters.com investopedia.com reuters.com, among others. Expert quotes and stock data are from these sources.
15 October 2025
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