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Summary:The speaker held a 75-minute telephone conversation with President Vladimir Putin, during which they discussed the Russia-Ukraine conflict, including Ukraine's attack on Russian airfields and other mutual attacks, and the urgent issue of Iran's nuclear weapons program.
Sentiment:Diplomatic Report
Key Claims:
  • The speaker had a 75-minute telephone conversation with President Vladimir Putin of Russia.
  • The conversation covered Ukraine's attack on Russia’s docked airplanes and other attacks by both sides.
  • The conversation was described as good, but it will not lead to immediate peace.
  • President Putin strongly stated he will respond to the recent attack on the airfields.
  • The discussion also included Iran, specifically the urgency of Iran's decision regarding nuclear weapons.
  • The speaker conveyed to President Putin that Iran cannot possess a nuclear weapon, and they believed there was agreement on this point.
  • President Putin offered to participate in discussions with Iran and suggested he could help achieve a rapid conclusion on the nuclear issue.
  • The speaker believes Iran has been slow-walking its decision and a definitive answer is required very soon.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:8/10
Potential Global Cross-Asset Impact:8/10