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And where are they going to suddenly get hundreds of billions? They wanted to cut the Pentagon’s budget. Remember, it all started with Vance’s statements — like, “let’s cut Pentagon spending by almost half.” They won’t be allowed to cut the Pentagon’s budget. It’ll be just like with Kennedy.
#USA #Economy

Let's not forget about the Novorossiysk port, which I think will become a very important target for Ukraine in September. Let's lock in this prediction of mine. In September, the Novorossiysk port will be in the news precisely in this context.
#War in Ukraine #Ukraine #Russia #Oil

And it seems to me that after Iran, Trump’s rhetoric toward the Kremlin and the war in Ukraine will change very dramatically.
#Trump #Russia #Ukraine #War in Ukraine #Iran

In September, when these 50 days are up, it will be clear that no Pokrovsks have been taken, Konstantinovka and Druzhkivka haven't been taken, Sloviansk and Kramatorsk haven't been taken, and there's no buffer zone in the Sumy region.
#War in Ukraine #Ukraine #Russia

There are no grounds for the ruble to strengthen. Only a trend toward weakening.
#Ruble #Economy of Russia #Russia #Economy

There is no deal with Trump and there won't be one. I don't expect any new visits from Witkoff to Moscow in the near future; there definitely won't be any.
#Russia #USA

This is simply a reason for the bulls to push prices up. They managed to do that. This is a temporary phenomenon. I, of course, expect a response from Iran — Shahed drones will fly, they already seem to be flying, missiles will be launched from Iran toward Israel, but I do not expect any catastrophes with oil exports from the Persian Gulf. Therefore, for 2-3 days everything will fluctuate at high levels, and then from Monday everything will drop unless there is some kind of nuclear escalation. Oil prices, which surged due to Israel’s strike on Iran, will start to decline from Monday.
#Oil #Economy #Iran #Israel

I expect a devaluation of the ruble over the May holidays.
#Ruble #Economy of Russia #Economy #Russia