View: Source Gold isn’t trading like a commodity anymore. It’s trading like a confession — the closest thing markets have to a whispered admission that the old reserve architecture is buckling under the weight of a new geopolitical cycle. And the FT just confirmed the part everyone suspected but couldn’t publicly say: China isn’t buying a little more gold than it reports …
Continue ReadingView: Source The EU’s European Investment Bank and the Australian government said in a joint statement on Monday they would deepen cooperation on critical raw materials, as Western powers scramble to cut their reliance on China. With the exception of Japan, Group of Seven countries and the EU are heavily or exclusively reliant on China for a range of materials from …
Continue ReadingView: Source The United States has known for years that its economy runs on materials that it can’t control. The rare-earth metals that power F-35 fighter jets, electric vehicles, and iPhones mostly comes from one place: China. Now, after years of warnings, that dependence has turned from an abstract vulnerability into a central fault line in global trade. An agreement between President Donald Trump …
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