A trade war has begun – and now the whole world is at stake

Add more steam

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What was this really about?

Well, I don’t really believe this show will last long either. In the stock markets, a correction has indeed been “overdue” for a long time.

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You’re right. My portfolio finally went positive YTD, so it’s probably time to rattle some sabers. However, one must be careful that small parts don’t break off from Temu sabers and get into children’s windpipes.

How do forum members plan to protect themselves against this latest tidal wave?

At the beginning of the year, we joked that one should sell their portfolio empty on Thursday or Friday because something crappy would surely come from social media over the weekend, and on Monday, the indices would be in the red. Now, however, portfolios have been loaded with more stuff during the summer, and people have been smiling contentedly for many months.

It’s probably a good time to take profits, but have Americans already grown tired of this trade war? Soybeans are rotting in the fields of Nebraska, and Confederate soldiers are marching into the largest federal cities to observe women whose bosoms bulge suspiciously.

Does China want to give Americans the tools to solve their internal problems, or will they choose a peaceful/delaying approach again?

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It could be some kind of move from China before a possible mediation later this month…

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The narrative is apparently already being softened somewhat.

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Well, I hope we’re not just digging out dried-up tacos from the back of the cupboard, are we? Hopefully, the fillings are fresher, even though earth metals have been on the dinner table before. We can enjoy microwave-heated savory snacks on the couch, perhaps watching Uuno on Maikkari at the same time. :television:

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China is once again tightening the screws on the United States, this time with batteries.

Export restrictions coming into force in November concern lithium-ion batteries and their components, such as cathode and anode materials. So, in practice, China decides who can export and where — as it has a strong grip on these markets (too).

Since up to two-thirds of US batteries come from China, the effects could be seen very quickly and strongly. Experts, on the other hand, say that this is both a negotiating tactic and a way to ensure that China remains the leader in the battery industry.

(Bloomberg) – China’s newly announced raft of restrictions on the export of batteries could have major impacts on US companies, analysts say. Beijing has previously used rare earths as a tool in the trade war with Washington. But with its commanding position in the battery industry, China has identified another point of leverage in trade talks as the US increasingly needs energy storage to support data centers and stabilize the grid.

https://finance.yahoo.com/news/china-weapon-us-trade-talks-160949069.html

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China, in turn, softens.

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Yes, the beginning of this week will surely see a decline, but they will certainly reach an agreement on the situation, at which point we’ll comfortably turn upwards again. After all, the US markets are closed on Monday, so it’s quite certain that markets will decline elsewhere in the world on Monday.

Despite Columbus Day, US markets are open on Monday.

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Negotiating positions are being sought if a meeting between Trump and Xi takes place. This news may refer to the situation 2-3 days ago

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Trade war canceled. On Monday, quants to the m00n

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And futures are green. How long will the market keep reacting to them?

The market always reacts to headlines, because there are enough people who calculate that this is a place for a short-term play. Even if long-term investors would dismiss these as noise, as long as there are enough people who think, hey, the trade war is back again, let’s pile in shorts and/or dump shares with the aim of profiting from short-term price movements.

Everyone has to decide for themselves whether this time it’s really about something significant or just noise that will be forgotten in a couple of days. If you decide wrong, you’ll take a hit :slight_smile:

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It inevitably comes to mind that those in the inner circle are making a little extra income by placing short-term shorts before these Truthauksia (Truth-telling events) :slight_smile:

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They’re not even trying to hide this. The behavior is truly outrageous. The video also talks about stock sales and purchases, even though manipulating the market is even easier with crypto.

The Crypto Flash Crash - Insane Corruption

From the comment section :smiley:

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It inevitably makes one wonder if the only purpose behind this erratic tariff policy and tweeting is to make money through insider trading.

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This is a side effect of geo-economics, a serious one.

It is the interaction of economics and geopolitics, where geopolitical tools are used to advance economic goals.

For most Americans (voters), incomes are not sufficient for investing. They don’t mind if one investor loses and another wins billions of dollars due to or with the help of insider information.

The phenomenon is very concerning if the insider group benefiting financially is the legislator, politically influential, and the independence of the courts is questionable.

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Is this now a trade war or something else, but the Dutch government is exercising its veto right over Nexperia, which was bought by the Chinese in 2018, with the aim of preventing technology transfer to China.

In my opinion, it would be a wonder if know-how didn’t spread in such cases, and indeed, it is quite a common goal in corporate acquisitions, i.e., to acquire expertise in addition to other things such as market positions, economies of scale, sales synergies, etc.

The government said late on Sunday that it has intervened in Nijmegen-headquartered Nexperia, which manufactures chips for cars and consumer electronics. It cited worries about the possible transfer of technology to Nexperia’s Chinese parent company, Wingtech.

The Dutch government will not take ownership of Nexperia, but it will now have the power to reverse or block management decisions it considers harmful. The company’s regular production is continuing.

Wingtech had already been placed on the United States’ “entity list” in December 2024 for its alleged role “in aiding China’s government’s efforts to acquire entities with sensitive semiconductor manufacturing capability.”

https://www.investing.com/news/stock-market-news/in-exceptional-move-dutch-govt-takes-control-of-chineseowned-chipmaker-nexperia-4283254

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