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Geopolitical Strategy
Strategy Insight

Ukraine Ceasefire A Tailwind For Europe

by Matt Gertken, Chief Geopolitical/US Political Strategist  
Trump's Policies
War/Conflict
Ukraine

President Trump is negotiating a ceasefire in Ukraine. This will be a marginal headwind to some commodities which benefitted from the conflict like natural gas and wheat, and will be a marginal tailwind for European assets, specifically EM Europe. Use Trump’s tariff shock as an opportunity to buy European assets.

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The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities. 

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Topics

Trump's Policies
War/Conflict
Ukraine

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