The case
US-China technology and trade restrictions have accelerated since 2022, with the Biden administration's October 2022 semiconductor export controls, the August 2023 outbound investment screening order, and the May 2024 tariff hikes on EVs, semiconductors, and critical minerals. The Trump administration's return in 2025 brings renewed hawkish rhetoric: proposed 60% tariffs on Chinese goods, expanded entity lists, and tighter chip-equipment controls. Beijing has retaliated with export controls on gallium, germanium, and antimony, and is probing US firms for data-security violations. This perpetual market captures the escalation dynamic — each new US restriction announcement pushes LONG; each period of de-escalation or waiver expansion pushes SHORT. Key signals: BIS Federal Register notices, USTR tariff Federal Register filings, White House executive orders, and Commerce Department press releases. Watch for entity-list batch additions, advanced-chip export control tightening, and Section 301 tariff actions.
Market signals
LONG buy $15.00 • 1d ago
100% LONG • 0% SHORT
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