Industry Concerns - Executives at the World Economic Forum warned that Europe risks falling behind in key industries such as pharmaceuticals, artificial intelligence, and defense due to over-regulation and bureaucratic inefficiencies [3] - The continent's inability to leverage its market of approximately 450 million people is seen as a significant disadvantage in maintaining competitiveness [3] Defense Sector Insights - Pierroberto Folgiero, CEO of Fincantieri SpA, emphasized the need for better spending in defense, advocating for shared platforms and projects instead of individual national corvette ship production [2] - The urgency for reform in the defense sector is heightened by external pressures, including the US-China trade dynamics and competition [2] Economic Implications - The CEOs highlighted that the current challenges could impact economic growth, job creation, and social cohesion in Europe [2][3] - Novartis AG CEO Vas Narasimhan pointed out that innovative drug launches are being hindered in Europe, suggesting that the region must improve its business environment to attract investment comparable to the US and China [3]

Yahoo Finance breaks down the latest news that moves markets for the week of October 12 through 17th, including market ups and downs, the US-China trade war, gold's record climb, bitcoin plummeting, and the US government shutdown at a standstill. #youtube #stocks #news We recap the latest financial news for the week of October 13-17, 2025 0:00 Markets: Week in volatility 15:56 US-China trade tensions 46:45 Gold's record run 1:24:25 Bitcoin plummets 1:46:45 Washington D.C. and shutdown latest About Yahoo Fin ...

Core Viewpoint - President Trump has explicitly stated that the U.S. is currently in a trade war with China, marking a notable shift in his language compared to previous statements during his second term [2][4]. Group 1: Trade War Acknowledgment - The president's acknowledgment of the trade war is seen as a direct response to a question about the duration of current tensions, indicating a recognition of the ongoing economic conflict [5][6]. - This statement is significant as it reflects a more direct admission of the trade war compared to previous comments made during his first term [3][4]. Group 2: Responses from Both Sides - The U.S. Treasury Secretary criticized a lower-level Chinese negotiator, suggesting that this individual was causing disruptions in trade negotiations, which highlights the tensions between the two countries [6][7]. - In response, the Chinese side defended their negotiator, indicating a commitment to their position despite the criticism, showcasing the ongoing complexities in the negotiations [7]. Group 3: Definition of Trade War - A trade war is characterized as an economic conflict where countries impose tariffs, quotas, or other trade barriers to protect domestic industries or retaliate against perceived unfair practices [8]. - The current situation includes restrictions from China on rare earths and U.S. tariffs on semiconductors, illustrating the active measures being taken by both sides [8].

This week marks the first time the US-China trade war moved beyond diplomatic finger-pointing and got personal https://t.co/gy9B3mmQfq ...

Geopolitical Risk - Cooking oil 可能成为美中贸易战的新前线，两国紧张关系升级 [1]

🇺🇸 🇨🇳 TODAY: President Trump confirms the US is in an active trade war with China, stating "We're in one now." https://t.co/ckI9E47NQl ...

RT David Rennie (@DSORennie)As the US-China trade war roars back to life, the tariffs and disruptive export controls threatened by the two superpowers send a bleak message. America and China would rather be dominant than trusted as reliable trade partners. My column, The Telegram https://t.co/sQyu4UqjPp ...

Group 1 - Bond holders are demanding higher premiums to hold the debt of developed-nation governments due to political turmoil in France and Japan, indicating that politics is becoming a more significant market driver than central bank policy [1][2] - The French bond-market risk gauge reached its highest levels this year following the resignation and reappointment of Prime Minister Sebastien Lecornu amid a budget impasse [2] - In Japan, longer-maturity bonds fell sharply after Sanae Takaichi's unexpected rise in the ruling party, raising concerns about increased government spending [2] Group 2 - Governments worldwide face a dilemma where investors seek fiscal consolidation, but austerity measures are politically contentious and can negatively impact electoral outcomes [3] - Geopolitical tensions, particularly between the US and China, are exacerbating pressures on economic growth, as highlighted by President Trump's threats of increased tariffs [3][4] - Political risk is expected to remain high over the next decade, as stated by Chris Iggo from AXA Investment Management [4] Group 3 - Despite political encroachments on markets, US Treasuries have maintained their appeal as a safe haven during periods of volatility, with the dollar recently experiencing its best week in nearly a year [5] - Real yields on bonds, adjusted for inflation, are reaching new highs, reflecting rising political risks and the increasing need for governments to issue more debt [6] - Long-end real yields are now significantly above potential growth rates in several top-rated countries, including Germany, Italy, France, and the UK [6] Group 4 - Investors are cautioned about a potentially adverse dynamic that could threaten debt sustainability, with expectations that the situation may worsen before achieving a new sustainable equilibrium [7]

Core Insights - The US soybean industry is significantly impacted by the ongoing trade war with China, leading to unfavorable market conditions [1] Global Soybean Market Update - China is projected to import 112.0 million metric tons (mmt) of soybeans during the 2025-2026 marketing year, unchanged from the previous month and an increase of 5.5 mmt from 2024-2025 [2] - Brazil's soybean exports for the 2025-2026 marketing year are also estimated at 112.0 mmt, unchanged from last month and up 9.9 mmt from 2024-2025, which would surpass Brazil's previous record of 104.17 mmt from 2023-2024 [2] - The USDA estimates US soybean exports at 45.86 mmt for 2025-2026, a decrease of 0.54 mmt from last month and down 5.17 mmt from 2024-2025, marking the lowest export figure since 2019-2020 [2] Historical Context - In the 2014-2015 marketing year, Brazil and the US were nearly even in exports, with Brazil at 50.61 mmt and the US at 50.14 mmt, while China imported 78.35 mmt [3] - The following year, Brazil's exports increased to 54.38 mmt, while US exports fell to 52.86 mmt, as China's imports rose to 83.23 mmt [3] - The trade dynamics shifted significantly after the US presidential election in 2016, with Brazil's exports rising to 63.14 mmt and US exports dropping to 52.86 mmt, as China's imports increased to 93.5 mmt [3] - The trade war initiated in January 2018 led to a further decline in US exports to 58.07 mmt during the 2017-2018 marketing year, while Brazil's exports surged to 76.18 mmt and China's imports reached a record high of 94.1 mmt [3]

The CEO of Argentina's MercadoLibre — often called the Amazon of Latin America — sees big opportunity for Latin America in the U.S.-China trade war."If Latin America plays its cards well, I think could benefit from this volatility," MercadoLibre CEO and founder Marcos Galperin told CNBC's Robert Frank on the sidelines of Riverwood Capital Management's LatAm Tech Forum in Miami.Galperin is Argentina's richest person with an $8.7 billion fortune by Forbes' estimate.Shares of MercadoLibre, an e-commerce and pa ...