Dollar drop and what else? Trump-Putin talks in Alaska are killing these assets

2025-08-15 10:48, act. 2025-08-15 11:43
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2025-08-15 10:48
update
2025-08-15 11:43
The historical meeting of the leaders of the US and Russia planned for Friday on the end of the war in Ukraine may affect the preservation of many asset classes – analysts assess. The Russian leader Vladimir Putin is to submit financial proposals in exchange for the support of Washington for Moscow in the matter of Ukraine – the British daily “Guardian” wrote on Thursday.


On Friday at the night of Polish time at the Elmendorf-Richardson military base in Anchorage in Alaska, the US President Donald Trump and Russian leader Vladimir Putin will meet.
The main topic of conversations will be the war in Ukraine: suspension of weapons and “replacement of territories”.
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According to the announcement of Donald Trump and his surroundings, the main goal of the American president is to be listening to Putin, to understand his intentions and obtain a suspension of weapons.
On Thursday, the American president assessed the chances of the success of US-Russia talks in Anchorage at 75 percent. Earlier, he threatened “very serious consequences” if Putin did not agree to the suspension of the weapon.

European actions, oil and euro are areas in which the verdict after a meeting in Alaska can be apparently visible – says Mark Cudmore, Strateg Makro from Bloomberg Editorial.
“Although the extreme results of this peak are unlikely, the consensus of expectations is so divergent that Markets will react anyway – regardless of what will happen” – thinks Między.
Crude oil prices on global stock exchanges before the Trump-Putin meeting are near the 2-month minimum-WTI on Nymex is cheaper by 0.9 percent, and Brent loses 0.8 percent on ICE.
Citigroup analysts warned earlier this week that progress in the pursuit of an agreement ending the war in Ukraine may cause a fall of Brent oil to just over 60 USD for a barrel towards the present around 66 USD for a barrel.
Steven Barrow, Strategist in Standard Bank, in turn indicates that a significant breakthrough in conversations in Alaska could increase the euro course to levels not observed since the Russian invasion in 2022.
“If there is any probability that it is possible to conclude a peace agreement and even temporarily cessation of fights in Ukraine, We can be witnessing the dollar drop and, in particular, strengthening the euro” – said Barrow.
The strategist sees the potential to make the euro – for the first time since 2021 – to be in the range of $ 1,20-1.25, against the present around USD 1.16.
“Guardian”: Putin is to submit to Trump financial offers for the support of the USA regarding Ukraine
The peak organized at Putin's request will be the first such meeting since 2007. According to the newspaper, the face to face meeting itself, without any previous concessions on the part of Russia, is Putin's diplomatic success. “This is a step for him to influence the future of Ukraine together with Washington,” said the British daily.
Causing the Kremlin adviser, Jurija Ruszakowa, Gazeta said that the key topic of conversations is to be “huge, unused potential” in Russian-American economic relations.
– The goal is to exchange views on the development of bilateral cooperation, including in the sphere of trade and economy – said Uszakow.
In addition to diplomats, the Russian delegation will also include prominets from the world of economy, such as the finance minister Anton Siłuanow, who was responsible for Russia's reaction to Western sanctions.
The newspaper quotes an anonymous, former Russian high -level official, who said that Putin, knowing about Trump's business approach to the world, will propose peace on his terms as a gate to lucrative possibilities.
“Guardian” did not provide details of a possible proposal. Analysts suggest that the meeting organized in such a short time probably will not bring a significant breakthrough.
A spokeswoman for the White House Karoline Leavitt described the summit as “exercising in listening.” Trump himself downplayed the expectations, calling the conversations a “listening process.”
At the same time, “Guardian” reminded that Kiev firmly rejected the conditions set by Moscow regarding the suspension of weapons, including the withdrawal of Ukraine from key regions and resignation from the aspirations for membership in NATO.
German historian: Alaska can become the second Munich
The imposition of Ukraine by Trump and Putin Peace, which is actually a dictate, can have fatal effects for Europe, comparable to the partitions of Poland and the Munich agreement of 1938 – warns German historian Martin Schulze Wessel.
The agenda of the meeting of Vladimir Putin and Donald Trump in Alaska indicates the possibility of returning to diplomatic customs from before World War II, which would have fatal consequences for the safety of Europe – writes Schulze Wessel in a commentary published on Friday in Frankfurter Allgemeine Zeitung. “
The author pointed out that in 2014 the West did not get a definite objection after the annexation of Crimea by Russia and proclaiming self -proclaimed republics in Lugansk and Donetsk. Limited support, given by the West attacked Ukraine, led to a military Pat and high personal losses.
Currently, when Trump's goal is to agree with Putin, the balance of power has changed to the detriment of Europeans. While in 2014 it was about Europeanization of Ukraine, now both Ukraine and Europe is threatened with loss of sovereignty in foreign policy – writes a German historian.
The experiences of Central and Eastern Europeans from the last few hundred years, especially Poland, the Czech Republic, Slovakia and Ukraine, consisting in the fact that they decide about them without them, currently concern the entire EU. If Ukraine is forced by Moscow and Washington to peace, which is actually a dictate, Europe's security and freedom will be threatened – warned Schulze Wessel.
In his opinion, the possible territorial concessions of Ukraine will only prove to be an introduction to further partitions. Speaking of exchanging territories, Trump announced a “absolute policy” ignoring the principle of self -determination. According to the historian, the “exchange of territories” is an euphemism, because it is difficult to expect Putin to give away some areas of Ukraine. The announcement of the exchange of territories is a return to the “absolute politics patterns”, which in the 18th century were considered controversial.
At this point, Schulze Wessel mentioned the partitions of Poland. He quoted the British conservative Edmund Burke, who called the partition “the first great breach in the modern political system of Europe.”
Schulze Wessel compared the Munich system from 1938 and the destruction of Czechoslovakia with Russian policy towards Ukraine. In both cases – he explains – we are dealing with the “instrumentalization of the rights of national minorities” – in 1938 of the Sudeten Germans, and now Russians in eastern Ukraine, in order to implement the “imperial project”.
The German historian reminded that when Hitler demanded from the government in Prague the withdrawal of areas inhabited by the Sudeten Germans, the Western powers left Czechoslovakia “on the ice”, and in addition they ensured the Third Reich legal recognition of the annexation by signing the Munich agreement.
Like the partitions of Poland, the events of 1938 were “a great breach in the international system” – said Schulze Wessel. Today, you should be afraid of history again if the partition of Ukrainian land is obtained by international recognition by Russia.
The case of Czechoslovakia also shows the consequences of the partition of lands. In 1938, Czechoslovakia may not have been an ideal state, but the only democratic state, except for Switzerland, east of the Rhine. She stood out, like Ukraine today, with an “active civil society”. After the Munich agreement, the Czechoslovak democracy broke down quickly – the historian reminded. Anti -democratic tendencies and anti -Semitic moods came to the fore in Czechoslovakia. The Munich agreement meant the West's loss of a democratic ally.
“Europe will lose Ukraine and its democratic system if it leaves it alone,” warned Schulze Wessel. The historian positively assessed the last actions of the heads of states and governments of EU countries, namely their occupation of a position whose “unambiguity leaves no shadow of doubt.” As he reminded, it contains the promise of military and financial help, as well as the postulate that Ukraine must choose its fate itself, along with belonging to the military alliance.
However, it will be decisive for Ukraine, but also for the freedom and security of Europe whether Europeans manage to push their position – writes Schulze Wessel, a historian from the University of Ludwig Maximilian in Munich.
Jacek Lepiarz
Lep/ Szm/
From New York Andrzej Dobrowols
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