Political analytics and forecasts Partly open
A Deal with an Expiration Date: Neither Moscow Nor Kyiv Wants Peace
A phone call, diesel-powered tankers, a special envoy in St. Petersburg—and suddenly there’s a story that the war is coming to an end. I don’t believe this story, and I’ll explain what I think was actually discussed behind closed doors: who will pay for it and what will happen after November 3.
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- the full set of indicators and market factors;
- an interpretation of the current picture;
- conclusions and the signals that follow.
