'Back off'

China tells US to back off, investors react to massive increase in China tariffs, Wall Street expects AI to power stocks higher, stock bubble dread grips central bankers, and big banks are riding high as earnings season gets underway...

Author

Market Briefing
October 13, 2025

 

Good morning.

The Fast Five → China tells US to back off, investors react to massive increase in China tariffs, Wall Street expects AI to power stocks higher, stock bubble dread grips central bankers, and big banks are riding high as earnings season gets underway…

📌 This Story Is Bigger than the Fed — The Fed dominates headlines - meanwhile, the real reset is already here. Washington just moving billions daily. Banks, Fortune 500s, and regulators are lining up behind it. This shift could redefine how Americans earn, spend, and save. And tech investor Eric Wade believes this shift could create massive wealth for those who act now. Go here before the biggest gains vanish » (ad)

Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar

  • Today:
    Columbus Day holiday

  • Tomorrow:
    None watched

Your 5-minute briefing for Monday, Oct 13:

BEFORE THE OPEN

As of market close 10/10/2025. Bitcoin as of 10/12/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 45.87% for Week of OCT 09 2025

Previous week: 42.92%

Market Wrap:

  • Futures rebound: Dow +358 (0.8%), S&P +1%, Nasdaq +1.2%.

  • Trump says US-China relations “will all be fine.”

  • Friday’s tariff threat erased $2T in market value.

  • Tech names likely to bounce after sharp selloff.

  • Dan Ives: “Bark worse than bite” — expects tariff threat removed.

  • Shutdown drags into new week; Oct. 15 payrolls at risk.

  • Banks kick off earnings Tues–Wed (JPM, GS, C, BAC, MS)

EARNINGS

Here’s what we’re watching this week:

Trump’s ”Smart Dollar” Just Went Mainstream—

What started as a bold idea from President Trump is now going mainstream.

His "Smart Dollar" is now moving more money than Visa and Mastercard combined...

JPMorgan is moving $1 billion a day through it...

And $40 billion has already poured into U.S. Treasury bills.

This isn't a prediction. It's happening right now.

I believe this could be the biggest financial shift since credit cards started appearing in every American's wallet – and it's unfolding faster than anyone expected.

See how to position yourself before the rest of the world catches on »

-Eric Wade
Senior Editor, Stansberry Research

HEADLINES

China said the US should stop threatening it with higher tariffs and urged further negotiations to resolve outstanding trade issues, adding it will not hesitate to retaliate should Washington persist in its measures against Beijing.

With stocks hovering near records despite Friday's sell-off and banks set to kick off earnings season next week, Wall Street is looking for follow-through from what’s been a stellar AI-driven year.

  • Stock futures rise after Trump hints at backing off from new China tariffs (more)

  • Market sell-off: Trump post lops off $2 trillion from stocks in a single day (more)

    • Trump can move billions with a few words (more)

  • Investors react to Trump's massive increase in China tariffs​ (more)

  • Bull market turns three, more stocks have to join to keep it going (more)

  • Stock bubble dread grips central bankers in Washington (more)

  • Dollar steadies as markets focus on US-China trade tensions (more)

  • Gold pares gains after brief run above $4,000/oz tariff tensions (more)

  • Oil rebounds 1% after sharp losses on US-China tensions (more)

  • Big banks are riding high as earnings season gets underway (more)

  • Options pros see one of the wildest earnings seasons since 2022 (more)

  • Two billion-dollar debuts test strength of hot India IPO market (more)

  • Samsung set for highest Q3 profit in 3 years as AI demand lifts chip prices (more)

  • Warner Bros reportedly rebuffs Paramount takeover bid as ‘too low’ (more)

  • Bitcoin extends decline as Trump escalates trade war (more)

  • Crypto’s record selloff sparks intrigue over who got wiped out (more)

- We’re on a short break this week -
The sections: Dealflow, Crypto & Bullish will be back
on Monday, 10/20/25. Thank you for reading!

DAILY SHARES

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