Rabobank analysts have linked recent military actions in Iran to a broader US "Grand Macro Strategy" emerging under the framework of Trumpism. The strategy is designed to exert control over essential raw materials and energy flows that are critical to China's industrial economy. According to the report, these moves represent a coordinated effort to weaponize resource supply chains to gain geopolitical leverage over Beijing. Geopolitical tensions in key energy-producing regions are expected to drive volatility in WTI and Brent crude prices while strengthening the US Dollar as a safe haven. Consequently, the Chinese Yuan (USD/CNY) may face significant pressure as the US seeks to undermine China's economic stability through strategic resource control.
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