Possible scenario
Durable Strike Pause
38%
+0.1%
Ukraine keeps the pause on Russian refinery strikes long enough to preserve U.S. weapons flows and avoid an immediate clash with President Trump. Markets treat the move as a limited reduction in energy-supply risk, though Russia’s broader war effort continues.
What it moves
- Energy−1.0%
- Industrials+0.7%
- Market volatility
- Oil prices
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