Russia has not asked China for military assistanceRussia has sufficient military resources for its military operation in UkraineSo much for the so-called peace and ceasefire. The remarks here continue to underscore that nothing has changed.

I’m putting this headline out to talk about it because it says a lot on the state of the market right now.Push this headline two weeks back and you’ll see risk trades start to get hit. Now, there’s barely even a squint. That pretty much tells you how the market is adjusting to the Russia-Ukraine sit

The euro is up, stocks are higher alongside bond yields, while gold and oil are pulled down. It’s the so-called „peace“ trade playing out as fears surrounding the Russia-Ukraine situation are being faded. As much as the situation on the ground remains unchanged, markets are starting to adapt and adj

The fourth round of discussions have begun and while there is hope for some positive outcome, I doubt it will change much of the situation on the ground at least.