90GEOPOLITICS
⚡ Markets: Any credible progress towards a ceasefire would be risk-on for European assets and bearish for defense stocks and energy prices. The current lack of a breakthrough limits immediate impact.DAXEURUSDWheat
US presidential envoys Jared Kushner and Steve Witkoff held extensive talks with Russian President Vladimir Putin and then, for the first time, with Ukrainian President Volodymyr Zelensky. While both sides described the talks as substantive, no immediate breakthrough was announced, and Zelensky stated he expects the war to continue into the winter.
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