Possible scenario
Meeting Slips or Fails
18%
−0.5%
The announced meeting is postponed, downgraded, or abandoned because the parties cannot agree on agenda language, security arrangements, or territorial preconditions. This outcome is credible because Putin’s demand for all of Donbas directly conflicts with Zelenskyy’s front-line-freeze position.
What it moves
- Energy+0.6%
- Consumer Cyclicals−0.5%
- Riskier companies' borrowing costs
- Market volatility
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