Monthly Market Musings: Geopolitical volatility and stagflation fears
8 March 2022
We outline some broad implications of the Russia/Ukraine crisis for global rates markets: risk aversion, trade links, inflation dynamics and money market funding spreads.
Surging commodity prices and risk-off sentiment are adding to market concerns over inflation and stagflation risks, particularly in Europe.
Central banks are continuing on policy tightening paths, despite new uncertainties.
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