Trading Analysis for EURUSD – 03/11/2025

EUR/USD currently trades around 1.1520, showing continued weakness after declining 1.47% over the past month. Despite posting a 6.13% gain over twelve months, the pair faces mounting pressure as policy divergence between the Federal Reserve and European Central Bank intensifies.

Geopolitical Analysis: US-China Rare Earth Export Control Suspension and Critical Minerals Supply Chain Crisis | November 3, 2025

The November 1-2, 2025 US-China agreement suspending Beijing’s planned expansion of rare earth export controls represents a critical tactical de-escalation in the world’s most consequential bilateral relationship, with immediate implications for global technology supply chains, defense industrial capacity, and equity market valuations across semiconductor, renewable energy, and advanced manufacturing sectors.