Macro Mondays The Tariff Battle Heats Up
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Oct 27, 2025 Dive into the latest tariff tensions as the hosts unpack renewed talks with China and Canada. They reveal how China's rare earths leverage impacts global markets and explore Western strategies to secure alternative supply chains. The conversation shifts to inflation, dissecting fresh CPI data and its implications on market dynamics. Discover how tariffs are gradually affecting consumer prices and why political shocks are becoming routine for investors. Plus, a look at silver's future as a trade and the potential for increased liquidity.
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Trade Truce Eases Markets Short-Term
- Markets rallied on signs of a trade truce with China, easing immediate tariff fears.
- The rare earths issue remains unresolved and will keep resurfacing in trade talks.
China's Rare Earth Leverage Is Persistent
- China holds leverage via rare earth magnets critical to defense and tech supply chains.
- The West must scramble to secure alternative supplies or face repeated leverage episodes.
Decoupling Will Take Years And Cash
- Western moves (funding, legislation) will slowly reduce reliance but take years and lots of public money.
- The rare earth dynamic is likely to persist over the next 12 months despite diplomatic cycling.