Poland’s prime minister has publicly questioned U.S. commitment to NATO’s Article 5 defense pledge against Russia, urging the EU to build an independent security alliance. This undermines confidence in transatlantic defense cohesion, increasing perceived geopolitical risk across Eastern Europe and potentially weakening NATO’s deterrence posture. The comments could trigger risk-off flows into safe-haven assets while pressuring European defense and sovereign debt markets, particularly in Central and Eastern Europe, where security reliance on NATO is highest. A fragmented alliance outlook may also boost demand for EU-led defense industrial stocks as policymakers accelerate strategic autonomy plans. Traders will watch the upcoming NATO defense spending figures and EU security summit in June for signals on burden-sharing and military integration progress.
POLAND'S PREMIER DOUBTS US LOYALTY TO NATO DEFENSE PLEDGE AGAINST RUSSIA AND CALLS ON EU TO FORM A TRUE ALLIANCE FOR EUROPE'S SECURITY.
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