geopolitical News
Fertilizer Stocks Rally Despite Looming Belarus Supply Return
Nutrien and Mosaic shares rise as the US lifts potash sanctions, with investors weighing diplomatic thaws against potential price pressures.
China Escalates Chip War with $48B Fund, Pressuring US Semi Stocks
Beijing launches 'Big Fund III' to counter US sanctions and aims for self-sufficiency, creating long-term headwinds for Nvidia, Intel, and AMD.
EU Unveils €1.5B Defense Plan to Boost Arms Production
The new strategy aims to reduce reliance on U.S. military hardware and encourage joint procurement among member states amid rising geopolitical tensions.
Trump Endorses Bill Threatening 500% Tariffs, Stoking Trade War Fears
Bipartisan proposal targeting Russian energy buyers like China and India rattles markets concerned about geopolitical instability and renewed protectionism.
Trump Vows to Resume US Nuclear Testing, Spooking Markets
Statement marks a significant departure from a three-decade moratorium on nuclear tests, signaling a potential rise in geopolitical risk and market volatility.
US-Canada Trade Tensions Flare, Rattling Industrial Stocks
Washington terminates trade talks and threatens new 10% tariff on Canadian imports, citing 'egregious behavior' over a critical TV ad.
China Pauses Rare Earth Controls, Easing Supply Fears for US Tech, Defense
Beijing's expected one-year delay on a new export licensing regime provides temporary relief for critical U.S. supply chains for EVs, military hardware, and electronics.
US Hits Canada With 10% Tariff, Sparking Trade and Inflation Alarms
The surprise move, triggered by a political ad, threatens to raise consumer costs and disrupt tightly integrated supply chains in the automotive, lumber, and aluminum sectors.