The Collapse of Liquidity, Not the Fall of Russia

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It Ain’t Bullish…

 

The latest market view is that the Ukraine conflict will prove bullish, arguably because it promises to halt and likely reverse on-going Central Bank tightening moves. Dream on. The outlook is simply not bullish…

 

 

See our latest published research, Global View – It Ain’t Bullish… - March 2022

 

 

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