Wait and watch on Trump-Putin meet
Many risk-averse investors will be holding their horse and it will be premised on the outcome of Trump-Putin talk. Imprudent Trump has tasked himself a strenuous responsibility without knowing much about the intricacies of war. Putin can ask him just one question if he can repatriate Russian overseas asset to a tune of around $300 billions withheld by Brussels by a mutually agreed date. That authentic demand will bring an impasse or stalemate to a negotiation. The EU is in deep financial crisis and it needs that stolen money. Putin will bargain on that and to effectuate that Putin will pressurize or prod Trump that impertinent Zelenskiy should agree to cede territories else face arms embargo.
Trump can go to the extent of sanctioning debt-laden Ukraine in addition to disarming. Europe will be muddled into fetid morass as Ukraine will be sanctioned. Trump has political clout on allies. He can steamroll any austere measures wielding his wits.