According to @StockMarketNerd, a proposed 100% US tariff on China is not moving forward, more soybean purchases are coming, and rare earth export controls are delayed by at least a year; source: @StockMarketNerd on X, Oct 26, 2025. The source characterizes these developments as good news for markets, indicating an easing in trade friction that typically supports risk appetite; source: @StockMarketNerd on X, Oct 26, 2025. Traders can monitor commodities, semiconductor supply-chain equities, and crypto majors like BTC and ETH for headline-driven sentiment shifts; source: @StockMarketNerd on X, Oct 26, 2025.