π‘ TRADE WAR ALERT β DAILY BULLETIN
China vs USA Escalation Impact Report
π
Date: 12th October 2025
π By Tradeline Capital
π www.tradelinecapital.in
π§§ Chinaβs Aggressive Move
π¨π³ China has shocked global markets by sending a hostile letter declaring:
β‘οΈ From Nov 1, 2025, it will impose large-scale Export Controls on almost every product it manufactures β even some not made by them!
β‘οΈ This affects all countries without exception β an unheard-of act in global trade.
πΊπΈ Trumpβs Countermove
πΊπΈ President Donald J. Trump responded:
β‘οΈ Starting Nov 1, 2025, U.S. will impose a 100% Tariff on all Chinese imports (in addition to existing tariffs).
β‘οΈ Also, U.S. Export Controls will be placed on critical software and strategic items.
β‘οΈ Trump called Chinaβs move βa moral disgraceβ and βthe rest is history.β
βοΈ MARKET IMPACT SNAPSHOT
π‘ Gold (XAUUSD)
π’ Bullish Outlook β Investors rushing to safe-haven assets.
π¬ Expect strong buying momentum as global trade confidence collapses.
π― Target Range: New highs possible above recent resistance.
βͺ Silver (XAGUSD)
βοΈ Mixed to Bullish β Industrial disruptions may cause volatility.
βοΈ Supply chain uncertainty adds support on dips.
π― Medium-term Target: Gradual upside continuation.
π» Nasdaq-100 (U.S. Tech Index)
π΄ Bearish Pressure β Semiconductor & AI stocks hit by tariffs and export restrictions.
π Possible correction as profit margins shrink.
π‘ Rotation may shift toward energy & defense sectors.
πͺ Bitcoin / Crypto Market
βοΈ Short-term Dip, Long-term Bullish
π Risk-off panic may trigger initial sell-off.
π° But capital flight from fiat β digital assets expected later.
π Crypto could rebound strongly once global trade resets.
π Overall Macro Sentiment
-
πΊ Global Risk Aversion β
-
π΅ USD may strengthen short term, weaken later as tensions escalate
-
π Commodities & Bullion remain the safest hedge
π Prepared by:
Tradeline Capital β Global Market Research Team
π www.tradelinecapital.in
