85GEOPOLITICS
⚡ Markets: Signals potential for de-escalation in two major conflicts, which could reduce geopolitical risk premiums. However, the conditionality (post-midterms) and uncertainty limit immediate impact. Could be bearish for oil and defense stocks if markets price in a higher probability of peace.BrentRUBLMTRTX
US President Trump stated the war with Iran will end right after the November midterm elections, accusing Tehran of trying to influence the vote. Separately, following an hour-long phone call with Russian President Putin described as "extremely frank," Trump said Putin wants to make a deal to end the war in Ukraine.
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