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Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

Forward Guidance

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Geopolitical Conflicts and Market Impact

The chapter discusses the minimal impact of geopolitical conflicts on big macro assets, highlighting historical trends. It explores the geopolitical factors influencing predictions on the oil market and the war in Ukraine, emphasizing the limited market impact of the conflict and the importance of macro context.

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