News

April 17, 2025
News, Politics

China’s “Tech Blockade” Threat: Rare Earth Curbs, Treasury Dumps & Boeing Ban Loom as Trump Tariffs Escalate

Beijing has activated contingency plans for unprecedented economic warfare against U.S. critical industries, according to classified Ministry of Commerce briefings leaked to Caixin Global. The three-phase retaliation strategy would...

April 17, 2025
Crypto, News

Bitcoin Defies Hawkish Fed as Trump’s Crypto Stance Creates Perfect Policy Storm

Bitcoin’s rally to $84K comes despite aggressive Fed rhetoric, showcasing how conflicting policy signals are driving crypto demand: Policy Crosscurrents:• Fed’s “higher for longer” stance crushing bonds (10Y yields at 4.9%)• Trump’s...

April 17, 2025
News, Technology

TSMC’s $9.2B Quarter Masks Investor Anxiety Over Trump Policy Risks

While TSMC shares rose 4% post-earnings, options data reveals growing investor unease: • Put/call ratio hits 1.3 (highest since 2020)• Short interest up 18% in April• 2026 P/E multiple...

April 16, 2025
News, World Economy

Coastal Crisis: How China’s Slowdown Is Hitting Export Hubs Hardest

China’s manufacturing heartlands are bearing the brunt of the economic slowdown, with: • Guangdong exports down 18% YoY• Zhejiang factory utilization at 63% (10-yr low)• Jiangsu seeing first labor...

April 15, 2025
News, World Economy

2025 Treasury Rout Mirrors 1994 Bond Massacre – But This Time Is Different

The current Treasury selloff bears eerie similarities to the 1994 bond market crash, when yields surged 240 basis points in 9 months. However, key differences make today’s situation more...

April 15, 2025
Commodities, News

Energy Security Shakeup: How BP Takeover Could Redraw Global Oil Map

A potential BP acquisition carries significant geopolitical implications, with governments closely monitoring bids. Key concerns: • UK energy sovereignty (BP produces 40% of North Sea oil)• US-China tensions (CNPC...

April 15, 2025
News, Technology

Xbox Sees Opening as PS5 Price Rise Gives Microsoft Unexpected Advantage

Sony’s European price move has handed rivals a golden opportunity, with Microsoft reportedly preparing aggressive countermeasures: • Xbox Series X temporary €100 price CUT in key markets• 3-month Game...

April 14, 2025
News, Technology

Economists Warn of Bifurcated Market Under Trump’s Split Tariff Plan

The proposed Trump tariff plan would create a two-tiered US economy, according to financial analysts studying the exemption list. While consumers may dodge price spikes on electronics, businesses face:...

April 14, 2025
Commodities, News

Goldman’s New ESG Blueprint: How to Profit From “Transition Energy” Stocks

Goldman Sachs has identified 17 oil and gas stocks it claims offer “the perfect ESG arbitrage” – companies trading at traditional energy multiples while delivering clean tech growth. Their...

April 14, 2025
News, World Economy

China’s Export Engine Roars Back with 12.5% March Growth, But Domestic Demand Lags Behind

China’s export sector delivered a stellar performance in March 2025, growing by 12.5% year-on-year, as global markets snapped up Chinese goods. Key drivers included high-tech products, renewable energy equipment,...