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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A large fire at the import cargo complex of Dhaka airport has caused significant damage to goods and materials belonging to key garment exporters, with losses and impacts on trade potentially amounting to millions of dollars, according to industry leaders on Sunday.
The Orenburg gas processing plant, the world's largest facility of its kind, has been forced to halt its intake of gas from Kazakhstan following a Ukrainian drone strike, according to Kazakhstan's energy ministry.
Israel launched air strikes and artillery fire on Gaza on Sunday, in what officials called a response to militant attacks, as the U.S.-mediated ceasefire came under renewed strain.
This September, I had a chance to visit Yerevan for the 108th edition of the Rose-Roth seminar, traditionally held by the NATO Parliamentary Assembly since 1990 and intended for post-socialist countries.
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The war in Ukraine has reached a strategic impasse, and it seems that the conflict will not be solved by military means. This creates a path toward one of two alternatives: either a “frozen” phase that can last indefinitely or a quest for a durable political regulation.
A shooting in Nice, southeastern France, left two people dead and five injured on Friday, authorities said.
Snapchat will start charging users who store more than 5GB of photos and videos in its Memories feature, prompting backlash from long-time users.
A large fire at the import cargo complex of Dhaka airport has caused significant damage to goods and materials belonging to key garment exporters, with losses and impacts on trade potentially amounting to millions of dollars, according to industry leaders on Sunday.
The Orenburg gas processing plant, the world's largest facility of its kind, has been forced to halt its intake of gas from Kazakhstan following a Ukrainian drone strike, according to Kazakhstan's energy ministry.
The Louvre Museum in Paris was closed on Sunday after thieves broke in and stole “priceless” jewellery from the Napoleon collection, the French government said.
Former French president Nicolas Sarkozy said he is not afraid of going to prison, days before beginning a five-year sentence over his 2007 campaign financing case linked to Libya.
Millions of Americans took to the streets for “No Kings” rallies across all 50 states, denouncing what they called the corruption and authoritarianism of President Donald Trump.
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