From panic to “all fine”
• Days after floating a 100% tariff tied to China’s rare-earth export curbs, Trump struck a softer line, calling Xi “highly respected” and saying the U.S. wants to help China, not hurt it.
• Beijing says it doesn’t want a tariff war but will respond if one is launched; its controls still allow licensed civilian uses.
• Rare earths sit at the heart of semis, EVs, renewables, and defence, so policy swings here ripple across supply chains and risk sentiment.
• For markets I’m watching the dollar, the 10-year, gold, and China-sensitive tech/industrial names for follow-through.
• Same plan here: rules over headlines. I mirror filings on schedule and let drift run;
Does this shift change your add, or are you waiting for the next filing prompt?
Not financial advice.
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