Global investors are eyeing defence and energy sectors as European leaders rally behind Ukraine amid signs the U.S. may push Kyiv to accept a peace deal favourable to Russia.
Markets are facing a turbulent week as geopolitical risk rises over Ukraine, with President Volodymyr Zelenskyy set to meet U.S. President Donald Trump in Washington on Monday. European leaders, including those from Germany, France and the UK, will also attend, seeking to strengthen Ukraine’s hand in the talks.
Trump, fresh from a summit with Russian President Vladimir Putin in Alaska, said on Saturday that he wanted a “rapid” peace deal — comments that analysts see as increasing pressure on Kyiv to concede territory in exchange for an end to the war.
“Trump seems inclined to reduce or even end U.S. support for Ukraine. Putin got him interested in business deals,” said Berenberg Chief Economist Holger Schmieding in a client note. “The U.S. may lift its sanctions on Russia and invest in Russia instead. Europe will have to spend a lot more for its own defence.”
The geopolitical shift is fuelling speculation about new U.S.-Russia cooperation on Arctic oil and gas projects. Bank of America strategist Michael Hartnett flagged the potential exploitation of 15 % of the world’s undiscovered oil and 30 % of undiscovered natural gas in the region, warning of a possible deep bear market for energy.
Brent crude, which dropped more than 1 % on Friday to trade near $66 a barrel, is still “priced for a Ukraine peace deal,” Hartnett said.
European defence stocks have surged since Russia’s full-scale invasion in February 2022, with shares in Italy’s Leonardo up more than 600 % and Germany’s Rheinmetall gaining 1,500 % over the period.
The euro has also strengthened, up 13 % against the dollar this year, trading around $1.17 on Friday.
Ukraine’s sovereign bonds — a key sentiment barometer — rallied earlier this month as news of the Trump–Putin summit broke but have since stalled at around 55 cents on the dollar. “I would think they will be a bit weaker… the mood seems to favour Russia following Friday’s summit,” said Jeff Grills, head of emerging market debt at Aegon Asset Management.
European leaders are expected to press for strong security guarantees and a clear role for Ukraine in any final settlement during the upcoming talks at The White House.
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Several people were injured on Sunday evening when two trains collided in Slovakia’s main rail corridor between Bratislava and Pezinok, police said, as emergency teams rushed to the scene.
BBC Director General Tim Davie and News Chief Deborah Turness have resigned after mounting criticism over alleged political bias at the broadcaster, including the editing of a speech by U.S. President Donald Trump.
McLaren’s Lando Norris strengthened his grip on the Formula 1 world title after winning the Brazilian Grand Prix on Sunday, extending his lead in the drivers’ standings to 24 points over teammate Oscar Piastri with just three races remaining.
China’s 15th National Games opened in Guangzhou on Sunday, co-hosted by Guangdong, Hong Kong and Macao for the first time. President Xi Jinping attended the ceremony, celebrating sport, unity and cultural pride.
Real Madrid, top of LaLiga, is determined to bounce back from their midweek Champions League loss against Liverpool as they face local rivals Rayo Vallecano. Coach Xabi Alonso insists the team is focused on finishing strong before the international break.
Ukrainian President Volodymyr Zelenskyy condemned a massive Russian attack involving 450 drones and 45 missiles, targeting Ukraine's energy infrastructure. He called for stronger sanctions against Russia’s energy sector to help end the war.
Six people have died with one other injured, after a fire broke out in a perfume warehouse in the Dilovasi district of Türkiye on Saturday.
President Donald Trump announced on Friday that no U.S. government official would attend the upcoming Group of 20 summit in South Africa later this month, citing what he described as "human rights abuses" occurring in the country.
Russia said its forces have captured the village of Rybne in Ukraine’s southeastern Zaporizhzhia region, though Kyiv has not confirmed the claim. Ukraine’s military says it repelled multiple Russian assaults nearby amid ongoing heavy fighting.
Manchester City marked Pep Guardiola’s 1,000th game as a manager with a commanding 3-0 victory over Liverpool on Sunday, reigniting their Premier League title hopes as goals from Erling Haaland, Nico Gonzalez and Jeremy Doku sealed the win.
Several people were injured on Sunday evening when two trains collided in Slovakia’s main rail corridor between Bratislava and Pezinok, police said, as emergency teams rushed to the scene.
BBC Director General Tim Davie and News Chief Deborah Turness have resigned after mounting criticism over alleged political bias at the broadcaster, including the editing of a speech by U.S. President Donald Trump.
McLaren’s Lando Norris strengthened his grip on the Formula 1 world title after winning the Brazilian Grand Prix on Sunday, extending his lead in the drivers’ standings to 24 points over teammate Oscar Piastri with just three races remaining.
China’s 15th National Games opened in Guangzhou on Sunday, co-hosted by Guangdong, Hong Kong and Macao for the first time. President Xi Jinping attended the ceremony, celebrating sport, unity and cultural pride.
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