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LOCKED Macro Insiders: In Focus from Julian – Discontinuous

In the shadow of Putin’s war, as sanctions are applied, scarcity rears its head. Supply chains, already reeling from Covid, now have a geopolitical component. Markets for specific commodities have become discontinuous. Mainstream markets are only just beginning to adjust to higher risk and higher volatility by reducing the present value of future cash flows. Discontinuity could be infectious.

 

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