Our U.S. Public Policy Strategist Ariana Salvatore unpacks how China’s announced rare earth export controls and signals of sweeping U.S. tariffs could impact global supply chains, markets and economic growth.
Read more insights from Morgan Stanley.
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Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Mo ... Show More
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Deep Dive: Why Trump is Waging an All-Out Trade War Against China
<p>The U.S. and China just launched the most explosive trade war in decades. Tariffs are hitting 145%, markets are in chaos, and even the bond market is blinking red. In this weekend's deep dive, we break down what triggered the escalation, how China’s WTO entry set this all ... Show More
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China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
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Tariffs, tensions, and trade: Trump’s gamble on China
Two weeks after Donald Trump’s sweeping tariff announcement shook global markets, he has now offered most countries a 90-day reprieve—while simultaneously escalating trade tensions with China by imposing harsher penalties. So far, China has responded by matching each tariff hike ... Show More
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Apr 2025
China’s not backing down in the tariff fight
From the BBC World Service: In a push toward a full-blown global trade war, China has reacted strongly to President Donald Trump’s threat to raise tariffs on its exports to more than 100%, saying it would “fight until the end.” Meanwhile, markets in Asia and Europe are more stabl ... Show More
8m 1s