The prospect of an impending plan for a Russia-Ukraine ceasefire has gained momentum after President Trump agreed in a phone call with President Putin to begin negotiations to end the war. Although much remains unknown – as no concrete proposals have been announced as of yet – we have taken this opportunity to assess the possible financial market impact of such an event.
In this PERSPECTIVES Special we will look for how any potential end to Russia’s invasion of Ukraine might impact financial markets.
Key takeaways:
- Plan details – timeline, fairness, feasibility, and acceptability – remain unknown.
- LNG likely to be most impacted in case flows via Ukraine restart but impact on oil limited.
- Companies may benefit by playing a role in infrastructure development in Ukraine.
- Potential lifting of Russian sanctions may drive down input costs.
