Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with an escalating conflict between Ukraine and Russia. Even assuming cooler heads prevail, and a diplomatic solution unfolds, the conflict has the potential to sow the seeds of a global recession. The Russian economy is small, yet its exports account for disproportionately…
Under a framework of knowns and unknowns, the world is a confusing place right now with the Russian invasion...
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