🗓️ Effective from: November 1, 2025
⚙️ Announcement:
Trump said the U.S. will impose export controls on “any and all critical software”.
💥 Effect:
Markets rattled — doubts rise over upcoming Trump–Xi meeting in South Korea.
🇨🇳 China’s Response
🗣️ Commerce Ministry:
“If you wish to fight, we shall fight to the end; if you wish to negotiate, our door remains open.”
🚫 China said U.S. cannot seek talks while threatening restrictions.
💪 Beijing reaffirmed its right to impose export controls on rare earths & related tech.
🛡️ “China will safeguard its national and collective security,” spokesperson added.
🇺🇸 Trump’s Tone Softens
📱 Trump later posted:
“It will all be fine. The U.S. wants to help China.”
🎭 But tensions remain high despite softer messaging.
📦 China’s Trade Data Shows Strength
📈 Exports (Sept): +8.3% YoY — fastest since March.
🇺🇸 Shipments to U.S.: $34.3 B — still resilient despite tariffs.
🧾 Current Tariffs:
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U.S. on China: 30%
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China on U.S.: 10%
🌐 Global Spotlight
💼 IMF & World Bank meetings this week — tariffs’ global impact under scrutiny.
🏛️ White House insists tariffs’ long-term effect will be positive for U.S. economy.
⚡ Market Outlook Summary
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🔸 Trade tension = short-term volatility in Gold & USD.
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🔸 Risk-off sentiment likely → supportive for safe-haven assets.
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🔸 Watch Nov 1 export control activation for next major trigger.
By Tradeline Capital
🌐 www.tradelinecapital.in
📊 #WarNews | #MarketOutlook | #TrumpUpdate | #ChinaTrade
