Barring any positive shocks, it seems unlikely to us that the second half of the year will be much better.
The conflict between Russia and Ukraine represents an adverse terms of trade shock to the global economy and its financial markets.
This week is likely to see rate hikes from the Fed and BoE, and a possible default on external debt by Russia. But as big as these events are, it will still be the...
There are widespread concerns about Russian military troop movements on the border with Ukraine. How will these tensions impact global financial markets?
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