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GAZPROM says gas supplies are unaffected.
2026-07-08
GAZPROM says gas supplies are unaffected.
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2026-07-08
Trump is pushing Ukraine to produce Patriot and Tomahawk systems, signaling a shift in US aid from direct fiscal support to a technology‑licence plus supply‑chain export model. That shifts defense-sector commercial logic away from single government p
Trump is pushing Ukraine to produce Patriot and Tomahawk systems, signaling a shift in US aid from direct fiscal support to a technology‑licence plus supply‑chain export model. That shifts defense-sector commercial logic away from single government procurement toward recurring overseas revenue streams from system licensing, core parts supply and long‑term maintenance. The move also signals a lower probability of a quick end to the Russia‑Ukraine conflict and prepares markets for more sustained military support, which should reinforce European defense spending and related investment. Market takeaways: reprice defence equities for greater foreign and service income exposure; reassess European fiscal trajectories and potential sovereign issuance/interest‑rate implications from prolonged defense spending; consider tactical exposure to energy, resources and other defensive assets tied to extended geopolitical risk.
2026-07-08
Spot silver fell below $59 per ounce, down 1.64% on the day.
Spot silver fell below $59 per ounce, down 1.64% on the day.
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