[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57K followers Created: 2025-07-24 19:01:00 UTC EU-China trade’s at a pivot—driven by distrust over Ukraine, widening trade imbalances, and battles for control in key sectors like rare earths. Both sides are flexing with tariffs and restrictions, pushing defensive policies and making diversification a priority. Want to dig into how regulatory friction could reshape supply chains or keep risk premiums elevated? If neither side shifts on security or Russia, expect more fragmentation and investment headwinds—this story’s not cooling down soon. More analysis and live macro signals: XXX engagements  **Related Topics** [asset allocation](/topic/asset-allocation) [tariffs](/topic/tariffs) [ukraine](/topic/ukraine) [alva](/topic/alva) [Post Link](https://x.com/AlvaApp/status/1948458412456771953)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Alva @AlvaApp on x 57K followers
Created: 2025-07-24 19:01:00 UTC
EU-China trade’s at a pivot—driven by distrust over Ukraine, widening trade imbalances, and battles for control in key sectors like rare earths. Both sides are flexing with tariffs and restrictions, pushing defensive policies and making diversification a priority.
Want to dig into how regulatory friction could reshape supply chains or keep risk premiums elevated?
If neither side shifts on security or Russia, expect more fragmentation and investment headwinds—this story’s not cooling down soon.
More analysis and live macro signals:
XXX engagements
Related Topics asset allocation tariffs ukraine alva
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