Geopolitics Alpha

Missiles hit Kyiv after Russia agrees to US call to resume Ukraine peace talks

Published . Updated .

Missiles hit Kyiv after Russia agrees to US call to resume Ukraine peace talks

Moscow says it is "ready in principle" to resume peace talks and US President Donald Trump says the world is "the closest we've been" to ending the war.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • WEAT Teucrium Wheat-4.3%

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic-29.4%

    Fertilizer makers move with Russian supply

  • CF CF Industries-13.9%

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

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

Market Call

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Moscow says it is "ready in principle" to resume peace talks and US President Donald Trump says the world is "the closest we've been" to ending the war.

Source: BBC

Defense

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How solid the defense case looks

12 out of 100

“Missiles hit Kyiv after Russia agrees to US call to resume Ukraine peace talks” scores 12 out of 100. The score uses 1 sources.