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Tesla Q3 Earnings: Record Revenue, Profit Drop, Samsung AI5 Chip Deal, U.S.–China Summit & Oil Price Surge

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📌 [Part 1] A Turning Point for Global Markets — U.S.–China Summit, Oil Surge, and the Restoration of Investor Sentiment On October 23, 2025 (local time), Wall Street closed higher after a volatile day in which markets tested multiple cross-currents. The Dow Jones Industrial Average rose +0.31% to 46,734.61. The S&P 500 gained +0.58% to 6,738.42. The Nasdaq climbed +0.89% to 22,941.80. Just a day earlier, fears of renewed U.S.–China tensions had weighed heavily on sentiment. But stronger-than-expected corporate earnings and President Trump’s announcement of an upcoming summit with Xi Jinping alleviated investor concerns. Importantly, this was not merely a tech-led rally; markets demonstrated resilience even in the face of geopolitical risk and commodity price shocks. --- 1) Summit Expectations as a Market “Buffer” President Trump confirmed that he will meet Chinese President Xi Jinping on October 30 during the APEC summit in South Korea. This will be the first face-to-f...

Copper, Lithium, and Oil: Why These Commodities Are the True Thermometers of the Global Economy

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Copper · Lithium · Oil: The Thermometers of the Global Economy From leading indicators of growth to EV demand and inflationary pressure Copper, lithium, and oil are not just commodities—they are the thermometers of the global economy. Supply shocks, the surge in EV demand, and inflationary pressures reveal signals that every investor should pay close attention to. --- Part I. Why Commodities Are Called the “Thermometers of the Economy” When analyzing the global economy, people usually focus on financial indicators such as stock indexes, exchange rates, or interest rates. Yet financial markets are often swayed by short-term liquidity and investor sentiment, which means they don’t always reflect the true pulse of the real economy. Commodities, on the other hand, are raw materials directly used in industry and consumer life. Their prices often give a more immediate picture of demand and supply conditions. That’s why commodities are frequently seen as leading indicators of the ...