Global Liquidity Latest: Russia Unplugged
Global Liquidity Latest: Russia Unplugged
· Worryingly, the Ukraine Crisis is happening against the backdrop of falling Global Liquidity. Inflation-obsessed policy-makers are unlikely to be deflected.
· Each doubling of crude prices cuts Global Liquidity by an average of 25-30%. And, each 10% rise in the US dollar reduces it by a further 12-15%. These are BIG impacts.
See our latest published research, Global Liquidity Latest – March 2022
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