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The U.S. Secretary of Transportation is pressuring to cut off cooperation with Chinese companies such as CATL. Ford criticized Secretary Buttigieg for "overstepping" and being "factually incorrect," citing positive statements from the White House and the Department of Commerce as evidence that Buttigieg does not represent the official government position. The core conflict lies in the fact that U.S. carmakers' transition to electrification is highly dependent on Chinese battery technology. Severing cooperation would force them back into the shrinking fuel vehicle market, putting the policy goals of manufacturing reshoring and electrification upgrades in a dilemma.

Financial advisors indicate that, amid global bond sell-offs, stock markets hovering near historic highs, and investors facing geopolitical uncertainties, now may be an especially suitable time to consider portfolio rebalancing.

This week, Besant made high-profile calls to suppress yen short positions and raised the US Treasury repo limit to $6 billion. As a result, the yen strengthened, but US Treasuries declined—10-year yields hit their highest level since October 2023, and 30-year yields approached a twenty-year peak. Analysts noted that the combination of a stronger yen and rising US Treasury yields is simultaneously impacting carry trades and stock valuations, posing a dual threat to the US stock market bull run. This is described as "the greatest risk facing the bull market."

A Goldman Sachs research report ignited the storage sector, with SK Hynix soaring 7% on the US stock market in a single day to a record high. Micron and SanDisk also rose in tandem, outperforming the broader market. Goldman Sachs pointed out that a technical breakout in the storage sector, combined with low hedge fund positions, has shifted the "pain trade" direction upward. However, on the same day, the CEO of Kioxia poured cold water on the rally, stating bluntly that NAND "prices have risen enough." Amid this tug-of-war between bulls and bears, Micron's September 30 earnings report will be a key deciding factor.