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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The Huajiang Grand Canyon Bridge in southwest China's Guizhou Province will open on Sunday, officially becoming the tallest bridge in the world.
Argentina is in shock after three young women were abducted, tortured, and murdered by a drug cartel, with the entire ordeal livestreamed on Instagram.
At the Labour Party’s annual conference in Liverpool, Housing Secretary Steve Reed is set to announce a plan to build 12 new towns across England.
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NATO has announced reinforcements to its Baltic Sea mission, including an air-defence frigate, after unidentified drones entered Danish airspace near key sites.
The Huajiang Grand Canyon Bridge in southwest China's Guizhou Province will open on Sunday, officially becoming the tallest bridge in the world.
Argentina is in shock after three young women were abducted, tortured, and murdered by a drug cartel, with the entire ordeal livestreamed on Instagram.
Kim Jong Un has called for constant strengthening of North Korea’s “nuclear shield and sword,” framing it as the foundation of sovereignty, security, and development.
At the Labour Party’s annual conference in Liverpool, Housing Secretary Steve Reed is set to announce a plan to build 12 new towns across England.
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