UK Risk Spreads Oddly Calm As PM Starmer Faces Growing Threat Of Ouster

Chinese Rare-Earth Suppliers Halt US Shipments As Decoupling Fears Surge The scenario we viewed as inevitable appears to be materializing, validating our decision to intensify coverage of the US-China decoupling theme and the Western-aligned miners positioned to supply the West if Beijing further weaponizes critical material exports, as it has throughout the Trump 2.0 era. A Reuters report on Friday morning revealed that some Chinese rare-earth suppliers are refusing to ship material to US customers, citing fear of retaliation from Beijing. The report continued: A handful of Chinese suppliers have refused to ship...

President Trump on Thursday again said he was delaying his plan to order major strikes on Iran’s power plants, claiming that negotiations with Iran were going well despite Tehran’s continued insistence that talks with the US aren’t even happening. “As per Iranian Government request, please let this statement serve to represent that I am pausing […]

OPEC +/- By Bas van Geffen, Senior Macro Strategist at Rabobank Brent futures topped $115/barrel, after news broke that US President Trump rejected Iran’s proposal to reopen the Strait of Hormuz. According to CNN’s sources, Iran is expected to submit a revised proposal in the next few days. However, it is unclear why Trump would accept this new version, unless Iran is suddenly willing to make concessions on its nuclear program. Meanwhile, Reuters reports that US intelligence agencies are studying how Iran would respond if President Trump simply declared victory – suggesting...