Inside the Quiet U.S.-China Truce That’s Rewiring Global Trade

Rare earth minerals, U.S.-China trade war, jet engine exports, chip design software, EDA tools— a quiet agreement could reshape global supply chains and your portfolio in 2025.

Washington eased tech export curbs, while Beijing loosened its rare-earth grip. But is this détente a turning point—or a timeout before the next escalation? From EDA stock surges to missile-grade mineral markets, we break down who wins, who loses, and what it means for your phone, your EV, and your wallet.