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25min chapter
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
Macro Voices
Geopolitical Tensions and Economic Implications
This chapter examines the shifting dynamics of global societies and politics, focusing on the resurgence of conflict zones like Ukraine and the Gaza-Israel situation. It highlights how these tensions impact energy markets and commodity demand, particularly in relation to China's economic strategies. Additionally, the discussion raises concerns about corporate earnings growth and the potential for significant market shifts amid political instability.
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