Nitesh Shah (Head of Commodities & Macroeconomic Research, WisdomTree Europe) outlines why Greenland de-escalation may be a pause—not a resolution—and what renewed pressure tactics could mean for portfolios.
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Markets are pricing prolonged uncertainty: the USD remains under pressure, while gold and silver continue to attract hedging demand.
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Any re-escalation may come via tariff threats or economic leverage, rather than force—supporting defence equities and favouring European stocks with limited US exposure.
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A key “circuit breaker” is the US Supreme Court’s pending ruling on executive tariff powers, which could either amplify or cap trade-war risk premia.
Explore the full article for the scenario roadmap and cross-asset signals to monitor as negotiations evolve.
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