Market Musings 10/14/2025
Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store!
Markets on edge as #Tariffs tension returns
You might’ve thought the #Tariffs drama was over, but 100% #Tariffs on China are back on the table…
Last Friday, the White House fired back with #Tariffs threats over China’s new limits on rare earth metal exports. It sent markets into a tailspin.
China’s been using rare earth metals as trade leverage all year. The current #Tariffs truce relied on China keeping exports open.
But now? They’re tightening controls especially for materials tied to defense and advanced tech.
Naturally, the US wasn’t thrilled, but it’s the same cat-and-mouse game. The US blocked high-end #AI chips, China hits back by limiting key materials and even added new port fees on US ships over the weekend.
But then came Sunday night and the White House softened its tone. That shift helped spark Monday’s recovery rally and easing the worst fears of a full-blown trade war 2.0.
So, what now?
First, as of now, the 100% #Tariffs are still just a threat for November 1st. Markets will be watching closely to see if the White House follows through or not.
Second, there’s the APEC summit in Korea later this month. US and China talks were threatened to be off, but now back on? We’ll see if cooler heads keep the dialogue alive.
Meanwhile, stocks are still off last Thursday’s highs after the biggest one-day drop since April.
We think investors are likely starting to tune out the #Tariffs noise again. However, that indifference could reverse if Washington turns up the heat…
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The statements, opinions and analyses presented here are provided as general information. This article is the opinion of the author. Anything within this article should NOT be considered an investment recommendation or advice. See Ursa’s full disclosures here.
Original Photo by Pixabay.