EZB8RISK / Market Briefing

German industry is stockpiling rare earths as Brussels prepares for a standoff with China, a sign that supply chain worries are moving from talk to concrete corporate behavior. The

German industry is stockpiling rare earths as Brussels prepares for a standoff with China, a sign that supply chain worries are moving from talk to concrete corporate behavior. The news flow stays heavy on politics and security, and with no trading verdicts coming through, the market's read on these tensions remains unformed. For now, the picture is one of companies quietly hedging while investors wait for price action to weigh in.

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