
No more safe havens? Well, maybe...
Macro Mondays
Geopolitical Tensions and Economic Dynamics
This chapter explores the escalating tensions between the U.S. and Russia as Liberation Day approaches, focusing on Donald Trump's influence on negotiations. It examines the implications of tariffs and sanctions on international relations, particularly regarding countries like India and China. The discussion also touches on market reactions, inflation forecasts, and the potential response of the Federal Reserve amidst these complex geopolitical and economic shifts.
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