One specific move reshaping global industrial markets What’s happening? The spotlight on critical minerals is growing and the U.S. China tussle over rare-earth exports has entered a new phase. In recent weeks, China agreed to a temporary pause on expanded export controls covering strategic minerals such as gallium, germanium and antimony effective November 9, 2025 yet still insists on licensing rules that maintain its leverage. Parallel to Beijing’s moves, the U.S. is elevati

How the new tariff front is having ripple effects in global tech and manufacturing. What’s happening? In 2024-25, European Commission launched a sweeping anti subsidy case against Chinese made electric vehicles (EVs) and related battery imports, alleging state-driven cost advantages are undercutting European manufacturers. The EU China dispute entered a new phase in April 2025 when both sides agreed to explore minimum-price agreements instead of higher tariffs, signalling a s

What’s happening? The U.S. Department of Commerce’s Bureau of Industry and Security (BIS) is reviewing major moves on chip exports that affect the global tech supply chain. Recently, reports surfaced that the NVIDIA Corporation H200AI chip previously barred from export to People’s Republic of China (PRC) may now be allowed for China under strict licenses. Complementing that, U.S. lawmakers introduced a new bill to tighten controls on Chinese purchases of chip making equipment

Normally, the U.S. non farm payrolls (NFP) report drops on the first Friday of the month. This time is different. Because of a recent U.S. government shutdown, the September jobs report was delayed and rescheduled for today, November 20, 2025 . At the same time, the October employment data will be bundled with November’s report and released in mid December , which adds even more weight to the numbers investors see today and next month. Why this report matters so much Fed rate

Global equity markets hit turbulence this week as investor confidence wobbled amid renewed uncertainty over monetary policy, sending risk assets reeling once again. Policy Expectations Shift Market participants had been anticipating imminent rate cuts from major central banks, but those expectations are now fading. The shift marks a turning point, what was once hope for economic easing is now a key source of anxiety. Risk Appetite Erodes With the window for policy loosening