The Weight on Delcy Rodriguez

European Rearmament Efforts Snuffed By Chinese Control Of Critical Materials Yesterday we reported that, in a tit-for-tat move, China announced it is targeting US rare earths firms in response to a Pentagon list of Chinese firms: this, as Rabobank noted, is largely a symbolic move, but it still underlines the tensions in this area. So does the Nikkei reporting that ‘China minerals control threatens EU rearmament, as bloc seeks new sources’: because, as Rabo's Michael Every notes, even if you can afford a dagger, you can’t make it without rare earths, and...

Ebola Cases, Deaths Jump In Congo As Outbreak Spreads Authored by Zachary Stieber via The Epoch Times, The number of Ebola cases and deaths has risen in Congo, the epicenter of an ongoing outbreak, officials said on June 14. Response personnel carry the body of a person who died from Ebola in Bunia, Congo, on June 13, 2026. Jospin Mwisha/AFP via Getty Images Thirty-two new deaths and 72 new cases have been confirmed in the central African country, Congo's Ministry of Communications said in a statement. The cumulative number of cases is up to...

Diverging Markets And Converging Talks? By Teeuwe Mevissen, senior macro strategist at Rabobank Financial markets continue to navigate an increasingly complex macro landscape, defined by the interaction of geopolitical shocks, resurgent inflation pressures, and diverging central bank responses. The key theme remains the tension between resilient risk assets—particularly equities—and a more cautious signal emanating from fixed income markets. This divergence reflects a broader uncertainty about the persistence of inflation and the implications for monetary policy and economic growth. Meanwhile Iranian and U.S. negotiators have concluded an initial round of high-level talks in...