Dec. 26 at 11:36 PM
PickAlpha Mid-Day:
Zelenskiy said Friday he expects to meet Trump in Florida on Sunday to pursue a deal to end the war, and plans to discuss sensitive issues including Donbas and the Zaporizhzhia nuclear plant. The White House hasn’t confirmed the meeting, and Zelenskiy said Ukraine still has no direct communication with Moscow (reported).
Tickers:
$USO $EZU $ITA.X
Here’s what matters: This is a headline-driven probability trade – the variable is whether a credible peace framework is actually forming. If the meeting is confirmed and a workable outline leaks, you’ll see it first in oil risk premium down and Europe beta up. If it’s not confirmed or Moscow/Europe balk, the move fades and geopolitics stays a tax.