Morning Brew Daily US-China Trade War Reignited? & The Bankruptcy Shaking Wall St.
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Oct 14, 2025 Tensions flare as the US-China trade war reignites, with China's rare earth export controls and tariff threats impacting the markets. First Brands faces a financial crisis, leaving Wall Street on edge due to massive liabilities. Meanwhile, Nobel laureates shed light on the concept of 'creative destruction' in economics. The hosts also discuss inflated coaching salaries, particularly James Franklin’s staggering $49M buyout. Tune in for insights on critical minerals, the effects of a potential government shutdown, and this week's key earnings reports.
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Rare Earths Give China Strategic Leverage
- China controls about 90% of rare earth processing, giving it outsized leverage over global supply chains.
- That leverage can cause major supply disruptions and forced the U.S. to accelerate domestic critical-minerals efforts.
Tweets Move Markets Fast
- Social media posts by leaders can trigger huge market moves even if they're negotiating postures.
- Stocks plunged on Friday but recouped some losses after conciliatory posts signaled possible talks.
AI Trade Buffers Trade-Related Risk
- AI enthusiasm acted as a counterweight to tariff fears, keeping tech stocks resilient.
- Partnerships like OpenAI and Broadcom fueled a rebound amid trade uncertainty.