BREAKING: Beijing tightens the screws on rare earth exports on October 10 during Asian trading, slapping on harsher restrictions for critical materials like lithium, cobalt, and other tech-critical elements. Their reasoning? National security. Translation: "We know you need it, and we’re holding the cards."

But the market? Total silence. US futures barely flinch. The real reaction doesn’t come until way later in US trading, when Trump decides to drop the bombshell—announcing on his favorite platform, Truth Social, that he's threatening to slap more tariffs on China.

BAM—suddenly, everyone stops the music and rushes out of the party.

Moral of the story: Traders were totally asleep on the global supply chain shake-up, but thankfully a tariff threat from Trump finally got them to panic. Too many market leaders laughing all the way to the bank while the rest are scrambling to catch up. Maybe Beijing should’ve just tagged $TSLA, $SPY, and $TRUTH $SOCIAL—might’ve gotten a faster reaction.

Trump Suggests "Massive Increase" of Tariffs on China. Here's What's Behind the Threat

Trump threatens to call off meeting with Xi after Beijing's move on rare earths. U.S. President Donald Trump, right, said Friday he now sees no reason to meet with Chinese President Xi Jinping, and threatened new tariffs on Beijing.U.S. President Donald Trump on Friday threatened a "massive increase" of tariffs on Chinese goods and said he sees no reason to meet with Chinese President Xi Jinping, as the two countries are at loggerheads over U.S. access to critical minerals and other issues."It seems he is finally paying attention to the fact he is losing the trade war. Now it's time for him to push back. I've been predicting financial sanctions - I think that may be where this heads," said Doshi, who is also a Georgetown University professor and a former Biden administration official, in a social-media pos
Trump Suggests "Massive Increase" of Tariffs on China. Here's What's Behind the Threat
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  • BurnellStella
    ·2025-10-13
    This situation highlights just how intertwined global supply chains are.
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