Viewpoints about Geopolitical
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Incorporating the Russia-Ukraine conflict in a global macro outlook
For the global economy, the Russia-Ukraine conflict and its repercussions amount to a stagflationary shock. We assess the situation's impact on our medium-term macro outlook.
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Ukraine-Russia conflict—what investors should know
Russian President Vladimir Putin ordered a military attack on Ukraine, creating volatility in world markets. This conflict is affecting oil prices, stocks, and bonds. How should investors react to the escalation of tension in Eastern Europe?
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The Russia-Ukraine crisis could bring global impact and spillover effects
Tensions between Russia and Ukraine heightened in the past week. We consider the potential macroeconomic impact of a broader Russia-Ukraine conflict and its effect on Asia-Pacific economies.
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Global Macro Outlook: navigating a slowing recovery
In this edition of Global Macro Outlook, we outline the key macroeconomic themes that are likely to shape the financial markets during the stall-out phase of the recovery and highlight how it’s playing out in major economies around the world.
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Markets diverge from the pandemic and economy
We expect markets to continue to be volatile in the months ahead as investors digest the impact of economies reopening, additional localized coronavirus outbreaks, and other major geopolitical factors.
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2019, what a long, strange trip it’s been
As I look back on the past year, two things really jump out at me. The first is that 2019 seems to have gone by in the blink of an eye. The second is that…
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