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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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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