China Defies Tariffs, Nvidia Feels the Burn, and Google Gets Dragged to Court!

Money Masters' Market Movers 16

April 16, 2025

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Dear Money Master,

This week is packed with dramatic twists across the global economic chessboard. 🚨 China just outpaced GDP forecasts even as a new trade war with the U.S. threatens to stall momentum. Meanwhile, Nvidia faces a staggering $5.5 billion hit from export controls, just as it gears up for a $500B U.S. investment. And across the pond, Google is being sued for $6.6 billion over its dominance in search.

We also dive into shifting inflation in the UK, fintech expansion from Bunq, and Citigroup’s trading-fueled profit surge. And don’t miss our Deep Dive — we’re unpacking China´s export and GDP boom.🪙💼

📰 Your Daily Financial Digest - April 16th, 2025

🌍 Economics & Finance:

  1. China Beats Expectations with 5.4% GDP Growth in Q1 📊
    Retail sales jumped 5.9% and industrial output rose 7.7%, but real estate investment dropped 9.9%. U.S. tariffs are already weighing on future growth projections. Read More

  2. UK Inflation Drops to 2.6%, Fueling Rate Cut Bets 🇬🇧
    The March dip from February’s 2.8% gives the Bank of England room to ease rates in May. Core inflation also edged down to 3.4%. Read More

  3. Elliott Management Buys $1.5B Stake in HPE💥
    The activist investor could push for changes as HPE pursues its $14B Juniper acquisition. Read More

💻 Technology:

  1. Nvidia to Record $5.5B Hit on China AI Chip Export Curbs 🚫
    H20 chip shipments now require U.S. export licenses, dealing a blow to Nvidia’s fourth-largest market. Read More

  2. Google Faces $6.6 Billion Lawsuit in UK Over Search Monopoly ⚖️
    The class action claims UK advertisers were overcharged due to lack of viable alternatives. Google denies wrongdoing, citing user preference. Read More

  3. Nvidia Plans $500B Investment in U.S. AI Supercomputers 🇺🇸
    New AI chip plants in Texas will go live within 12–15 months. The move aims to boost U.S. supply chain resilience amid trade tensions. Read More

💹Earnings:

  1. Citigroup Beats Q1 Expectations with 21% Profit Jump 💵
    Fixed income and equity trading revenue surged as volatility rose, lifting overall revenue to $21.6B. CEO Jane Fraser reaffirmed faith in the U.S. economy and dollar stability. Read More

  2. ASML Orders Disappoint as Chip Demand Faces Tariff Pressure 🧾
    Q1 net bookings came in 20% below forecast at €3.94B, raising concerns about U.S. trade policies’ impact on the semiconductor supply chain. Read More

  3. Digital Bank Bunq Eyes U.S. Growth with 65% Profit Jump 💹
    Bunq filed for broker-dealer status as it preps for full U.S. banking entry. Profit soared to €85.3M, fueled by rising interest income and efficient operations. Read More

🔍 Deep Dive: China’s Export and GDP Boom Amid Tariff Turmoil 🌏📦

What’s happening?
China stunned analysts with a 5.4% GDP growth in Q1 2025 — beating expectations of 5.1% and signaling strong momentum powered by government stimulus. But behind the headline lies rising tension: an escalating trade war with the U.S. threatens to derail the world’s second-largest economy.

How it works:
Stimulus-driven gains showed up across the board:

  • Retail sales rose 5.9% YoY in March (vs. 4.2% forecast)

  • Industrial output surged 7.7% (vs. 5.8%)

  • Fixed asset investment increased 4.2%

  • Unemployment fell to 5.2%, down from February’s 5.4%

Yet, real estate investment fell 9.9%, and imports dropped 4.3% YoY, reflecting weak domestic demand. The U.S. tariffs now totaling 145% on Chinese goods are weighing heavily. China retaliated with 125% tariffs on U.S. imports. The result? Analysts expect China’s exports to the U.S. to fall by two-thirds in coming quarters.

Why it matters for investors:
Despite a 12.4% export surge in March (fueled by frontloading to dodge tariffs), the party may be short-lived. UBS slashed China’s 2025 growth forecast to 3.4%, while Goldman sees just 4.0%. Several banks warn that GDP could miss Beijing’s ambitious 5% target.

To offset the shock, China may inject an extra ¥1T–1.5T ($137–$205B) in stimulus later this year. Expect interest rate cuts, bond issuance, and housing subsidies as policymakers shift focus inward.

🔎 Investor takeaway: Rising trade barriers could cause ripple effects across global supply chains, commodities, and inflation. While China has the policy tools to cushion the blow, the broader economic tug-of-war between the U.S. and China adds volatility to an already fragile global landscape.

The Supply Chain Crisis Is Escalating — But This Tech Startup Keeps Winning

Global supply chain chaos is intensifying. Major retailers warn of holiday shortages, and tech giants are slashing forecasts as parts dry up.

But while others scramble, one smart home innovator is thriving.

Their strategic move to manufacturing outside China has kept production running smoothly — driving 200% year-over-year growth, even as the industry stalls.

This foresight is no accident. The same leadership team that saw the supply chain storm coming has already expanded into over 120 BestBuy locations, with talks underway to add Walmart and Home Depot.

At just $1.90 per share, this resilient tech startup offers rare stability in uncertain times. As investors flee vulnerable companies, this window is closing fast.

Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.

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To your financial empowerment, The Money Masters Team

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DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.