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New World Disorder: Investing Amid the Chaos

Many Happy Returns

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Geopolitical Tensions and Market Reactions

This chapter examines the implications of heightened tensions with Russia and the response of European nations, particularly Germany's increased defense spending. It discusses the impact on financial markets, including rising bond yields and share prices of defense companies, amidst evolving geopolitical dynamics. The conversation also highlights the complexities of global trade, economic indicators, and shifting investor sentiment in relation to these geopolitical shifts.

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