Geopolitics Alpha

EU’s von der Leyen pledges to ‘not lift any sanctions unless Russia stops the war’ as leaders discuss Ukraine – Europe live

Published . Updated .

European leaders are meeting in Brussels amid worsening relations between Washington and Kyiv Several leaders offered Zelenskyy very friendly welcome or, in some cases, simply a big hug as he walked into the room before the formal part of the meeting got under way. Speaking to Newsmax last night, Donald Trump repeated his views of the two leaders involved in the conflict. Continue reading...

Directly affected

  • NMAX Newsmax

    Named in this report.

  • PPLI People

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NMAX———————
PPLI———————
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
XOM———————
WEAT———————
MOS———————

European leaders are meeting in Brussels amid worsening relations between Washington and Kyiv Irish PM Micheál Martin got asked about Ukraine on his arrival, too. He said “the very severe pressure that Ukraine is under needs a European res…

Source: The Guardian

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“EU’s von der Leyen pledges to ‘not lift any sanctions unless Russia stops the war’ as leaders discuss Ukraine – Europe live” scores 12 out of 100. The score uses 1 sources.