CHINA Holds the Leverage OVER Trump And MARKETS Are IGNORING IT... episode artwork

EPISODE · May 15, 2026 · 9 MIN

CHINA Holds the Leverage OVER Trump And MARKETS Are IGNORING IT...

from Wall Street Truthbombs Podcast · host Wall Street Truthbombs

Wall Street is pricing in a smooth Trump-Xi summit and a simple tariff détente… but the real agenda in Beijing may be something far bigger. In this video, Mark Malek breaks down why rare earths, semiconductor supply chains, Iran, and the Strait of Hormuz may matter far more than tariffs — and why investors could be dangerously exposed if the market is reading China the wrong way.We dive into the hidden leverage China holds over global markets, how rare earth export controls could impact semiconductors and defense systems, why oil markets are watching Beijing closely, and what this means for stocks, crude oil, the yuan, and global risk assets over the next 48 hours.If Wall Street is positioned for the wrong outcome, the repricing could happen fast.Welcome to Wall Street Truthbombs — where we break down markets, macro, geopolitics, inflation, Fed policy, oil, liquidity, and the shadow data driving the global economy.📈 Join The Radar Report LIVE every Thursday at 4:30 PM EST.📊 No spin. No politics. Just policy and real market analysis.Support the show

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Wall Street is pricing in a smooth Trump-Xi summit and a simple tariff détente… but the real agenda in Beijing may be something far bigger. In this video, Mark Malek breaks down why rare earths, semiconductor supply chains, Iran, and the Strait of Hormuz may matter far more than tariffs — and why investors could be dangerously exposed if the market is reading China the wrong way. We dive into the hidden leverage China holds over global markets, how rare earth export controls could impact sem...

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CHINA Holds the Leverage OVER Trump And MARKETS Are IGNORING IT...

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