82GEOPOLITICS
⚡ Markets: Lack of a breakthrough suggests the conflict and its associated economic disruptions (grain, energy, sanctions) will persist. A prolonged war maintains upward pressure on defense spending and commodity prices.Wheatdefense stocksUAHRUB
U.S. envoys Jared Kushner and Steve Witkoff met with Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy in their respective capitals for peace negotiations. While the talks were described as "substantial," no major breakthrough was announced, and President Zelenskyy stated he expects the war to continue through the winter.
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