Global markets are reeling this week as the simmering trade tensions between the United States and China have boiled over into a full-blown economic confrontation. A recent expansion of Chinese export controls on critical materials, swiftly met by aggressive US tariffs and tech restrictions, has shattered earlier market optimism and
The Treasury Secretary also stated that the U.S. must take a more active stance in shaping industrial policy, particularly in sectors exposed to strategic competition with China.
After Friday’s washout and Monday’s surge, Tuesday extended the rebound with another advancers-led session. Short- and intermediate-term breadth gauges improved broadly, though weekly/monthly composites and the % above the 20-day remain sub-50, suggesting the rally is promising but not “all clear.”
October 14, 2025 – The financial markets find themselves at a critical juncture today, grappling with conflicting signals that have created a volatile landscape for investors. While Federal Reserve Chair Jerome Powell's recent comments had initially fueled expectations of a pivot towards a "risk-on mode," signaling an increased appetite for higher-yielding
Greer added that the Trump administration could still follow through on the new 100% tariffs on China, or implement them even sooner, but noted that “a lot depends on what the Chinese do.”
According to a Bloomberg report, Bowman added that the U.S. version of the Basel III norms is currently being negotiated with the Federal Deposit Insurance Corp. and the Office of the Comptroller of the Currency.
