Russian envoy Dmitriev to meet US envoys' Kushner and Witkoff today to discuss the latest US proposal, Axios' Ravid reports citing sources

The pattern in these shuttle episodes is that the market-moving information arrives in two stages: first the fact of the meeting, then any readout or leak on terms, with the latter carrying the actual signal. For assets, the transmission runs through crude and European gas on the sanctions and supply question, through defence names on the European security settlement angle, and through the rouble-adjacent and Russian-linked exposures that reprice on perceived proximity to a deal. The relevant distinctions are whether the proposal under discussion touches sanctions relief and frozen assets, which carries the heavier market content, or is confined to ceasefire mechanics, which has historically faded faster. Worth noting is that Axios-sourced reporting on this channel has generally preceded official confirmation, so the follow-ons are the readout, any Kremlin or White House acknowledgment, and whether the principals rather than envoys engage next. As a scheduling headline rather than an outcome, the signal is about process momentum, not terms.