Rare Earth Market Control - China controls nearly 70% of global rare earth mining and close to 90% of processing capacity [1] - Any policy move from Beijing can quickly ripple across industries [1] Potential Supply Chain Disruptions - The market anticipates potential supply squeezes due to China's dominance in rare earth exports [2] - Market volatility indicates concerns about the short-term impact on the AI trade [2] US Response - The US is expected to accelerate efforts to build an independent rare earth supply chain [2] Importance of Rare Earth Minerals - Rare earth minerals are crucial for magnets used in EVs, defense, AI, and critical tech [2]

US President Donald Trump made it clear to his Argentine counterpart Javier Milei that any Chinese military activity in the South American country wouldn’t be received well in Washington https://t.co/UEFYZWSbvB ...

What do we know right now about, you know, the basic details that I always call you and ask you about. How much money does Argentina have left to back up the peso. How much money has the US Treasury spent to back up the peso and how much are we willing to spend to help them further.I mean, those are all really good questions. And, you know, it's a bit surprising in a way that we've put together this program because, you know, in emerging markets, when you have these countries that have an overvalued currenc ...

Bro is saying facts, better call it girl on periodTom (@TradingThomas3):Trump at 9am: Fuck ChinaTrump at 12pm: We love China, Xi is my best friendTrump at 3am: Fuck ChinaBasically mood of a teenager 😭 ...

The government is due to approve or reject China’s plans to build a giant new embassy, just weeks after the public and embarrassing collapse of a trial over Chinese espionage in Britain. Both episodes have sparked a larger debate https://t.co/tZuyOuUCN7 ...

Argentina's Economic Situation - Argentina has defaulted nine times on its sovereign debt, facing chronic balance of payments problems [1][2] - President Milei implemented an austerity package to combat hyperinflation, initially successful but leading to his party's defeat in local elections [2] - The market panicked due to concerns about sustaining the strong Peso, leading to a currency run [2] - Milei faces midterm elections with his libertarian experiment potentially ending if the opposition party wins [3] US Bailout and Motivations - The US is providing Argentina with a $20 billion credit swap line [3][4] - Milei is a favorite of the MAGA movement, with close ties to Trump and his incoming cabinet [6] - American hedge funds have significant investments in Argentina, and their success depends on Milei's policies [7] - Trump stated the bailout aims to help Argentina achieve financial success and support a good financial philosophy [8] Impact on US Farmers and Trade - Argentina received $18 billion from China in 2009 that has not been repaid [9] - US farmers are suffering due to the trade war and China buying soybeans from Argentina [4] - The bailout of Argentina does not benefit US farmers, who prefer trade over aid [11] - Argentina is a major competitor to US agriculture, particularly in the soybean market [13] - China is investing heavily in South American infrastructure, including a railroad through Peru [14] - Trump's actions and tweets have negatively impacted the soybean market, causing a 20% market decrease [15][16]

US President Donald Trump said he might stop trade in cooking oil with China, injecting fresh tensions into the trade relationship between the world’s two largest economies https://t.co/mdHDRRpvQg ...

JUST IN: 🇺🇸 President Trump accuses China of an "Economically Hostile Act" for not buying soybeansJust as markets were starting to recover 🤷‍♂️ https://t.co/E5v1VuRgLb ...

Trade Relations & Tariffs - The imposition of 100% tariffs on Chinese goods is contingent on China's actions, particularly regarding rare earth exports [1] - The US has previously found that tariffs of approximately 140% on Chinese goods were challenging for China's economy [2] - The US is confident in its leverage over China, citing China's export-driven economy and need to access the US consumer market [3] - The US possesses export controls that could be imposed on China if necessary, but prefers a good relationship [4] Rare Earth Minerals - China is reportedly planning to control more rare earths and downstream products [1] - Rare earth minerals provide China with leverage in trade negotiations [2] China's Economy - China's economy is described as export-driven, with declining property values and high youth unemployment [3] - China needs to export to maintain economic growth [3]

Joining me now is Tobin Marcus, head of politics and policy at Wolf Research. Let's let's we saw Friday. We understand how important China is and we can do a lot of we could even do India in terms of trade deals, but the big elephant in the room has always been China.uh Tobin uh and it's been kind of kind of a a tooltoy novel watching what's going on citing a Russian but started out in March looked bleak you know a lot of uh uh you know really bellose language back and forth on trade then everything sort of ...