Markets rebound as Trump cools tariff talk; risk assets stabilize
U.S. stock index futures bounced after President Trump downplayed a widening rift with China, easing fears sparked by fresh tariff threats that rattled markets Friday. Crypto assets also recovered as political signals pointed to a diplomatic path, but banks caution the tape remains highly sensitive to any U.S.-China trade headlines.
Source: Seeking Alpha
China’s exports jump to six-month high; surplus hits $90.45B
China’s September exports surged to their strongest level in half a year, lifting the monthly trade surplus to $90.45B and underscoring ongoing external demand despite geopolitical tensions. Separate data showed oil imports rose 3.9% year over year, while WTI crude briefly slipped below $60 on global growth concerns.
Source: Seeking Alpha
U.S. to stockpile $1B in critical minerals as rare earths rally
The Pentagon is seeking an additional $1B to build a strategic stockpile of critical minerals, aiming to reduce reliance on China for inputs used in EVs, defense, and electronics. The policy push ignited rare earth shares, with Australian names surging, while Australia weighs floor prices and automakers like GM advance plans to localize magnet supply chains.
Source: Seeking Alpha
Silver squeeze turbocharges metals; Bank of America lifts target to $65
Silver spiked to multi-decade highs amid a historic short squeeze, with gold notching a fresh record as haven demand and tight physical markets converged. Bank of America now sees silver reaching $65, warning of strained liquidity in London’s market as inventories are drawn down.
Source: MarketWatch
Big Yellow shares jump on report Blackstone weighing takeover
UK self-storage operator Big Yellow surged after reports that Blackstone is evaluating a bid, signaling continued private-equity interest in resilient, cash-generative real assets. A deal would mark another large storage bet for Blackstone and test appetite for UK property-linked transactions amid volatile rates.
Source: Seeking Alpha
Earnings gauntlet: Megabanks, TSMC and J&J to set Q3 tone
Investors face a packed earnings slate led by JPMorgan, Citigroup, Wells Fargo, Goldman Sachs, Morgan Stanley, TSMC, Johnson & Johnson, and Schlumberger. With valuations elevated and macro uncertainty high, strategists warn reactions could be sharp as markets parse loan growth and trading at banks, AI chip demand at TSMC, and pricing power across healthcare and energy.
Source: Seeking Alpha
EBA flags risks in proposed MiCA changes that could weaken stablecoin safeguards
Europe’s banking watchdog challenged European Commission amendments to MiCA technical standards on reserve assets, warning they could undermine liquidity and prudential soundness for stablecoins. The intervention underscores regulators’ focus on redemption reliability and balance-sheet resilience as the EU’s crypto regime takes effect.
Source: FinanceFeeds
You May Also Be Interested In...
- CFD Brokers Can Now Get Dubai Licenses 33% Faster (DFSA launches digital approvals)
- Crypto Markets Rebound After Record Liquidation Shock
- Spirit Airlines Ends Airbus Deal in Bankruptcy Settlement With AerCap
- Caterpillar to Acquire Australian Mining Software Firm RPMGlobal
- Qantas Says Customer Data Stolen in Global Cyberattack
- Lloyds Takes £800M Additional Hit for Car Finance Mis‑selling