Geopolitical Response - China defends rare earth export restrictions, stating it's a response to US restrictions and sanctions that have harmed China's interests [1] - China threatens to retaliate against President Trump's 100% tariff threat with "corresponding measures" [2] Rare Earth Export Controls - China's rare earth controls have been expanded to cover foreign companies operating overseas [3] - China clarifies that the export curbs do not equate to a ban [3] Industry Impact - Chinese rare earths are used in a broad range of industries, including defense, autos, robotics, and semiconductors [3]

China accuses US of 'double standards' over tariff threat https://t.co/lOXE8QeVqD ...

Let's get back to tariffs where our next guest says the latest moves, the new letters, the new rates signal some concerns about where the trade war is heading. Tobin Marcus is head of US policy and politics at Wolf Research. Tobin, what are you gleaning from this.Because markets are now I think we can say shrugging this off, right. Absolutely. I think the fact that nothing is actually happening for several more weeks is all the explanation that you need for markets continuing to ignore this for now.We've ha ...

Economic Vulnerability - Vietnam's economy is vulnerable due to its reliance on exports to the US and investments from companies leaving China [1] - US President Trump's trade policies and escalating tensions between the US and China have highlighted this vulnerability [1] - Vietnam faces potential setbacks to its goal of becoming a developed country by 2045 due to its export-led growth model [2] Trade Relations with the US - Vietnam has the third largest surplus with the US [2] - Vietnam was hit with a 46% tariff rate [2] - Trump's actions serve as a wake-up call for Vietnam [2] Economic Diversification and Reforms - The Communist Party is seeking to re-engineer the country's economic model to reduce dependence on the US [3] - Efforts are underway to diversify export markets and boost the domestic market through reforms [3] - Economic reforms could mitigate the impact of tariffs on Vietnam [3]