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Russia Supply Shock Inflation – Stock Market Contagion

https://vimeo.com/686605975/1d4c618ce7The equity market’s response to war usually comes with two components, a rapidly fading response due to fear and then a potential second long term component due to economic damage. In this video, I focus on that latter component, what to look out for and where we are in the process already in the conflict […]

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