What the Russia-Ukraine Conflict Means for the Global Economy and Markets
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Is Europe a Negative for Economic Growth?
Four central banks that had already started pivoting towards a more hawkish new posture. Markets clearly seem to be emphasizing the dovish side of the ledger here. We no longer expect the e c b to tie its hands at the upcoming march meeting by saying, we are going to stop qe. But our base line forecast for what's actually to happen in terms of lift off has not changed.
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