Prediction markets put the probability at 10%: U.S. agrees to give Ukraine security guarantee by June 30?. Currently, markets see this as unlikely (10% YES). Vladimir Putin announces Orthodox Easter ceasefire with Ukraine.
The prospect of a U.S. agrees to give Ukraine security guarantee by the end of June appears increasingly remote amid shifting U.S. diplomatic and military conditions. In recent weeks, the Trump administration has eased sanctions pressure on Russia and explicitly conditioned future security assurances on Kyiv halting long-range strikes that have crippled Russian oil exports, marking a significant departure from prior support. [Defense News, Apr 10]
This recalibration occurs against a complex battlefield and diplomatic landscape. While Ukrainian forces have recaptured over 480 square kilometers since January, Russia's Vladimir Putin declared a unilateral 32-hour Orthodox Easter ceasefire, a move Kyiv viewed with skepticism given the failure of past truces. Concurrently, U.S. President Donald Trump's endorsement of Hungary's Viktor Orban and promise of economic aid has underscored Washington's focus on European allies whose stance on the war varies, further complicating a unified Western position on guarantees. [The Guardian, Apr 09]
The path to any potential U.S. agrees to give ukraine security guarantee is now inextricably linked to Washington's direct negotiations with Moscow and its demand for a ceasefire, a stance Hungarian opposition leader Peter Magyar recently criticized by stating no country can be forced to cede territory. Ultimately, the decision will be determined by whether the U.S. administration prioritizes a swift negotiated settlement with Russia over a long-term, legally binding commitment to Ukrainian sovereignty, with the former currently defining its approach. [Kyiv Independent, Apr 13]
Polymarket prices this at 10c YES with $139K in volume. Moderate liquidity — use limit orders for positions above $1K to avoid moving the price.
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