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Reading: Geoeconomic reset and US relations – Rabobank
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Forex

Geoeconomic reset and US relations – Rabobank

Editor
Last updated: February 11, 2026 6:57 am
Editor
Published: February 11, 2026
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Geoeconomic reset and US relations – Rabobank


Rabobank analysts observe Europe’s evolving geoeconomic stance and its advanced relationship with america. The report notes expectations that the US will use the Munich Safety Convention to reset strained EU ties, at the same time as Europe aligns with US important minerals coverage and advances an EU-US commerce deal, whereas making ready new safety measures to limit Chinese language entry to public funding.

Munich give attention to safety and commerce

“Finland’s President expects the US will use the looming Munich Safety Convention to reset strained EU ties.”

“That follows Europe agreeing to affix the US important minerals plan, which limits its choices for strategic autonomy, and as: the EU parliament agreed to proceed with the EU-US commerce deal;”

“EU capitals say deleting US tech isn’t lifelike; US-backed start-ups received a serious German navy drone contract; ‘even a few of Mercosur’s largest followers are nervous about transferring too quick’, and the European Fee will unveil new safety measures on entry to public funding in March designed to close out Chinese language firms particularly.”

“Or Munich may go as badly as final yr.”

“The US is more likely to be enraged by current EU actions towards its tech corporations and claims of election interference, because the convention report launched forward of it warns Trump is a “demolition man” and “most of Europe is watching the US’ descent into ‘aggressive authoritarianism’ with rising concern and even horror, questioning how resilient US democracy actually is.””

“That mentioned, the US ambassador to NATO simply underlined the US simply desires Europe to take major duty for European defence as quickly as potential, not as quickly as comfy – and there’s a quick shortlist of EU geostrategic choices if Munich sees a brand new disaster.”

(This text was created with the assistance of an Synthetic Intelligence instrument and reviewed by an editor.)

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