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Layoffs hit 153,000, worst since 2003. First-time homebuyers shrink, small firms fight tariffs, and US–China truce frays over soybeans, AI chips, rare earths & pharmaceuticals. OpenAI floats taxpayer bailout, Microsoft’s fast follower AI strategy, and Meta profits billions from scam-linked ads as food giants fight healthy food reforms, the IRS drops free tax filing, and US eyes $149 Ozempic.
🎯 DISCOVER:
- Why October’s job cuts mark the worst layoff number since 2003, bringing 2025 total to 1.1M jobs lost.
- How average first-time homebuyer has shifted from age 28 to 40.
- What it would mean if the Supreme Court curbs tariffs.
- Why the U.S.–China “truce” on soybeans and rare earths is so fragile.
- How China’s evolving export controls on critical minerals and pharmaceuticals could disrupt US.
- What Nexperia reveals about the EU–China relationship.
- Why Nvidia’s B30A chip and tightening U.S. export enforcement keep the AI hardware front volatile.
- How OpenAI’s expectation of taxpayers as “insurer of last resort” raises systemic risk questions.
- Why Microsoft’s fast-follower AI strategy and focus on energy-efficient chips may be more aligned with enterprise risk management.
- How Meta’s ad practices, processed-food lobbying, FDA inspection cuts, and the end of IRS Direct File collectively reshape consumer risk.
- Why GLP-1 pricing negotiations could be a health-system inflection point.
🔍 TIMESTAMPS
00:00 Intro – Today’s Key Market & Policy Stories
00:26 Welcome + Quick Format Overview
00:53 Jobs Report – Worst October Since 2003
01:17 Housing Market Shift – Older, Fewer Homebuyers
01:54 Small Business vs IEEPA Rules Explained
02:19 What Happens If IEEPA Falls?
03:06 U.S.–China Trade Truce: What’s Next?
03:41 Soybean Exports & Farm Trade Outlook
04:32 China’s Rare Earth Strategy
05:32 “Poison Pill” in US Trade Deals
05:56 Pharma Precursors & Supply Chain Risks
06:46 Nexperia & EU-US-China Tensions
09:50 Nvidia B30A – Next Front in China Chip War
10:41 OpenAI Bailout Breakdown
11:45 Microsoft’s New AI Strategy
14:06 Meta Scams Customers
16:24 IRS Ends Free File
16:52 GLP-1 Drugs Pricing
17:52 Outlook
📚 SOURCES & DATA:
- 150K Job Cuts in October 2025: https://www.challengergray.com/blog/october-challenger-report-153074-job-cuts-on-cost-cutting-ai/
- First-Time Homebuyers Age Hits 40: https://www.nar.realtor/research-and-statistics/research-reports/highlights-from-the-profile-of-home-buyers-and-sellers
- Small Businesses Challenge Trump Tariffs : https://www.scotusblog.com/2025/10/small-businesses-and-states-urge-court-to-strike-down-trumps-tariffs/
- Inside Trump-Xi Meeting: https://www.brookings.edu/articles/what-happened-when-trump-met-xi/
- China Buys Brazilian Soybeans : https://www.reuters.com/world/china/chinese-buyers-purchase-brazilian-soybeans-prices-ease-over-us-china-trade-thaw-2025-11-03/
- Nexperia Chips & Semiconductor Dispute: https://apnews.com/article/china-netherlands-nexperia-chips-semiconductors-df33017565dc09cada05b06cc25705dc
- Microsoft’s New AI Fast Follow Post OpenAI: https://finance.yahoo.com/news/microsoft-freed-relying-openai-joins-140000071.html
- Processed Food Firms Fight State Ingredient Laws: https://www.nytimes.com/2025/11/06/health/rfk-big-food-companies-maha.html
- IRS Ends Free Direct Tax Filing: https://apnews.com/article/irs-direct-file-not-available-2026-04f2d0c31bec80b55d122a0e76e08c36
- Meta Earns Billions from Scams, Fraud & Ads: https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/
Full list: https://youtu.be/6Juw5ZiL3Es
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