bearish
War + inflation can lead to stagflation
SUMMARY
- The last ten days have been critical and even distressing. The Russian invasion of Ukraine is a terrible event. This event is heartbreaking from a human point of view, and it had heavy consequences on markets too.
- The fear led investors to put money on the most classical safe havens, like Gold, Treasury, Bund, Dollar and Yen
- On the other side, equities have been severely hit, especially in Europe.
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