January 23: US-Ukraine Security Deal, Talks With Russia in Focus

January 23: US-Ukraine Security Deal, Talks With Russia in Focus

Ukraine Russia peace talks are in focus for German investors today. President Zelenskyy says he and President Trump agreed on US security guarantees for Ukraine, pending signatures and legislative approval. Washington has not confirmed yet. Expert-level Abu Dhabi negotiations with Russia and the US are expected, with control of Donetsk a key block. Credible steps could lower European risk premia in energy and defense. A setback would keep volatility elevated in EUR assets. We outline scenarios, market watchpoints, and practical next steps.

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