Zelensky says Trump could lift more Russia sanctions - Yahoo

Ukrainian President Volodymyr Zelensky said US President Donald Trump could lift additional sanctions on Russia, according to the headline, a statement that signals a possible shift in Western economic pressure on Moscow. The transmission channel runs through commodity supply expectations and risk sentiment: sanctions relief would raise the prospect of greater Russian oil, gas, and metals flows reaching global markets, which tends to weigh on energy prices and compress the geopolitical risk premium embedded in European assets. Russian-linked instruments, including Moscow-listed equities and ruble-denominated assets, would be most directly exposed, while European energy names and EUR-sensitive trades could reprice on any change to supply outlooks. Traders should watch for formal Treasury OFAC designation updates and any accompanying EU Council decisions on the sanctions package, since the scope and timing of official action will determine whether this remains rhetoric or becomes a tradable supply event.

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