Geopolitical Risk - The Trump administration is considering software export restrictions on China in response to potential rare-earth export curbs by Beijing [1] Trade Relations - Potential software export restrictions are being weighed as a countermeasure to China's rare-earth export policies [1]

It was incredibly aggressive. It was totally disproportional to anything that uh the US, the EU or Canada or anybody did because remember these are global measures that the Chinese have put in place to purport to control the movement or export of any item containing certain rare earth from one country to another, right. Even if China is not uh you know one of the parties uh in the agreement.So in Geneva we had an agreement where they would limit their rare earth export controls. they'd keep their retaliator ...

On today’s Big Take Asia podcast: How China has cornered the market for rare earths and how it’s weaponizing that dominance ahead of a consequential trade meeting between Xi Jinping and Donald Trump https://t.co/XefPuK1QEc https://t.co/TBTpGspeN4 ...

🎙️ On today’s Big Take Asia podcast: How China has cornered the market for rare earths and how it’s weaponizing that dominance ahead of a consequential trade meeting between Xi Jinping and Donald Trump. ⤵️ https://t.co/2uOFfsGdzt ...

Industry Dominance - China dominates the supply of rare earths, essential for products like iPhones and missiles [1] - This dominance provides China with leverage in the trade war with the US [1]

Rare earths stocks rally, BHP boosts copper output, Chalmers on US-China ties. Read today's Australia Briefing for your daily dose of the best of Bloomberg from Down Under and around the world https://t.co/RPYN532jYd ...

Industry Dominance - China has cornered the market for rare earths [1] - China is weaponizing its dominance in rare earths [1] Geopolitical Implications - The situation is ahead of a consequential trade meeting between Xi Jinping and Donald Trump [1]

Market Trends & Global Economy - US indices finished up more than 1% yesterday, but exhaustion is expected today [1] - NASDAQ 100 is up 20% year-to-date, and the S&P is up 14.5% [2] - The 10-year yield is firmly below 4%, with the 30-year down 4.55% and the two-year yield at 3.45% [2][3] - The UK government borrowed $96 million more than forecast in the first six months of the fiscal year [23] Rare Earths & Trade - The U S is turning to Australia for a supply of rare earths with a landmark pact, the biggest deal of its kind between two Western nations [1][9] - China increased its rare earth export restrictions, putting the world on notice it has control over the supply chains [10] - Australia has the capacity to produce about 1/10 of what China can in terms of rare earth processing [12] - The U S Army has asked private equity to pitch strategic projects to help service fund $150 billion infrastructure overhaul [38] Corporate Earnings & Individual Movers - Regional banks are showing better-than-expected earnings, with Zions erasing its drop after last week [4][5] - Core Scientific shares are up 3.5% in premarket because a key proxy advisor has advised them to reject the bid from Coreweave [6] - DocGo shares are up 32% after announcing it has acquired Steady MD, a telehealth provider [7] - Unilever pushed back its merger with Magnum Ice Cream due to the government shutdown [62] - Pop Mart reported strong earnings following the release of a new series of Labubu dolls [63] AI & Technology - Core Scientific is changing from a Bitcoin miner to infrastructure for AI computing capacity [6] - European enterprises need to adopt AI solutions more quickly, with some clients taking six months to sign a deal [29] - The market is grappling with the dual mandate of efficiency and productivity gains from AI impacting the bottom line [50] - Ongoing AI spending is being monetized with additional attention on supply chain indicators, book-to-bill ratios, and data center power timelines [49] Japan - Sanae Takaichi has won the parliamentary vote to become Japan's first female Prime Minister [15][41] - A more positive attitude toward stimulus is expected from the new Japanese administration [16][18] - The Yen is above 151, and JGB's are under pressure [21]

Geopolitics and Supply Chains - The US and Australia have signed an agreement to enhance America's access to rare earths and other critical minerals [1] - The pact aims to counter China's dominance over critical mineral supply chains [1]

Good morning. This is Bloomberg Daybreak Europe. I'm Tom Mackenzie in London.These are the stories that set your agenda. Asian stocks hit a new record, extending a global rally buoyed by strong Wall Street earnings and hopes of a US-China trade deal. Australian stocks surge on the back of a critical minerals deal with the U.S..Plus, history made Japan votes for Senator Casey to be its first ever female prime minister. Good morning. Happy Tuesday.So certainly Japanese equities and assets all in focus. We'll ...