78GEOPOLITICS
⚡ Markets: Any credible progress toward a ceasefire would be a major risk-on event, bullish for European equities and the Euro, and bearish for defense stocks and energy prices. However, the reported lack of progress suggests the conflict's economic impacts will persist.DAXEURUSDBrentdefense stocks
Trump administration envoys Jared Kushner and Steve Witkoff traveled to Moscow and Kyiv to explore reviving peace negotiations to end the war in Ukraine. While the US signaled 'movement' toward new talks, reports from the meetings suggest Russian President Putin remains unwilling to compromise on territorial issues.
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