In the context of the ongoing Russia-Ukraine war, the mineral agreement is Ukraine's greatest weapon.
The economic stimulus that comes after a ceasefire should not be underestimated. The United States may shift part of its industrial chain to Ukraine to reduce reliance on Chinese manufacturing, while also helping Ukraine recover. This puts even more pressure on China, potentially leading to a quicker entry into the negotiation phase.
Ukraine-Russia ceasefire market recovery 》 China tariff negotiations 》 Federal Reserve initiates interest rate cuts 》 Cattle return quickly 🤡
It is still possible to remain optimistic within 90 days, but we must respond cautiously.
