US Imposes 100% Tariff on Chinese Imports - Economic Impacts

Key Points:* US imposes 100% tariff on all Chinese imports from November 1, 2025.

• Stock market rallied following easing trade tensions.
• Market focus on upcoming US September CPI data. The US is set to impose 100% tariffs on all Chinese imports from November 1, escalating trade tensions amid China’s export control measures on rare earths and batteries.

This development influences global financial markets and macroeconomic uncertainty, with US CPI data and potential Fed interest rate changes now pivotal for future monetary policy and risk asset pricing.

Cryptocurrencies Surge Amid U.S.-China Trade Tensions

Did you know? In previous trade standoffs, inflows into cryptocurrencies like Bitcoin and Ethereum surged as investors sought non-sovereign hedges during heightened economic uncertainty.

According to CoinMarketCap, Bitcoin (BTC) currently trades at $107,075.78, with a market cap nearing $2,134,698,920,375. Recent price shifts include a 1.55% increase over 24 hours, contrasting with a 4.76% decline over the past week. Market dynamics—like September’s CPI data—could influence Fed rate paths, affecting BTC valuations.

Coincu’s research stresses the strategic importance of US-China trade relations on macroeconomic trends. Regulatory shifts, such as potential tariffs, could catalyze further volatility within global markets, including crypto sectors. Analysts closely monitor technological restrictions, which may direct future government negotiations and economic strategies.

Market Reactions and Future Outlook

Did you know? In previous trade standoffs, inflows into cryptocurrencies like Bitcoin and Ethereum surged as investors sought non-sovereign hedges during heightened economic uncertainty.

Following the announcement, stock markets experienced a rally, regaining some losses incurred during a tense trading week. The focus now shifts to Friday’s US September CPI report, potentially influencing Federal Reserve policies. Bonds, gold, and silver saw declines, attributed to reduced flight-to-safety moves in financial markets.

Bitcoin(BTC), daily chart, screenshot on CoinMarketCap at 12:55 UTC on October 18, 2025. Source: CoinMarketCap Investors are keenly observing market reactions, especially as Federal Reserve officials discuss potential impacts on monetary policy. Economists anticipate the CPI data could sway interest rate decisions at the October meeting.