Real Vision: Finance & Investing The Tariff Battle Heats Up | Andreas Steno Larsen and Mikkel Rosenvold | Macro Mondays: October 27, 2025
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Oct 27, 2025 Andreas Steno Larsen and Mikkel Rosenvold dive into the renewed tariff debates with China and Canada, exploring their impact on market dynamics. They discuss how rare earths are becoming pivotal in geopolitical negotiations and assess the West's dependence on Chinese supply chains. Market sentiment is influenced by political developments, while recent inflation data surprises with a downward trend. The duo also looks ahead at silver's potential, the implications of freight rates on inflation, and what might unlock additional market liquidity.
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China's Rare Earth Leverage Is Real
- China holds a durable leverage via rare-earth magnets that the West cannot ignore without large policy shifts.
- Western governments must spend time and money to rebuild secure supply chains rather than rely on short-term deals.
Rare-Earths Will Drive Policy And Investment
- The rare-earth problem will persist for years and shape geopolitical strategy and investment themes.
- Expect big government spending and policy programs to attempt onshoring and alternative suppliers.
We’ve Crossed A Geopolitical Tipping Point
- The West has crossed a geopolitical tipping point and can no longer passively accept deep reliance on China for critical materials.
- Recent actions reveal China's willingness to use supply chains as leverage, prompting strategic decoupling.