Reports surfaced this week that the French leader issued a stark warning to Ukraine's top brass, EU officials, and NATO members. The message? Washington might pull the rug on Kyiv when push comes to shove.

Macron apparently didn't mince words during these high-level conversations. He's flagging what some see as a real possibility - that American support could evaporate at a critical moment. Classic geopolitical chess moves that tend to rattle markets and shift risk appetites across the board.

Whether this plays out or not, such warnings from a major European power usually signal deeper fractures in Western unity. And when traditional alliances show cracks? That's when smart money starts repositioning.