HST - Blindspots And Trade Shocks
2025-10-12 09:00:34 ET
Real Estate Weekly Outlook
U.S. equity markets tumbled this past week in a sudden jolt of volatility as investors - already flying blind on key data amid the lingering shutdown - reacted to a surprise, massive tariff announcement on Chinese imports, which threatened to inflame the recently quiescent trade war. Emboldened after brokering a breakthrough peace deal in the Middle East, the White House announced a 100% added tariff on all Chinese imports beginning next month - up from the 30% rate currently in place - as retaliation to new export controls Beijing is planning for valuable rare earth minerals. While markets may have ordinarily taken this news in stride, given the track record of tariff delays and eventual deals, this move was potentially a step too far for investors already uneasy about the lack of economic data and implications for Fed policy....
Blindspots And Trade Shocks