Going Nuclear

Rabobank's report highlights the potential for structural changes at the Federal Reserve under Kevin Warsh's nomination and the emergence of a US-EU partnership in critical minerals.

Key Takeaways

• 1.Kevin Warsh's nomination for Fed Chair suggests structural reforms to the Federal Reserve that prioritize growth and AI integration over simple rate-cut logic.
• 2.The US and EU are exploring a critical minerals partnership to reduce supply chain dependence on China.
• 3.Diplomatic efforts between the US and Iran are proceeding despite regional tensions and attempts by Iran to limit the scope of talks to nuclear capabilities.

Table of Contents

• Market comments
• Day ahead
• Macro Strategy
• FX Strategy
• Credit Strategy & Regulation
• Agri Commodity Markets
• Energy Markets
• Client coverage
• Disclaimer

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