Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment
Macro Hive Conversations With Bilal Hafeez
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Markets and Money - How to Navigate the Markets
The market has become comfortable with the war in Ukraine. I think it's taken the view that, which I agree with actually that Putin cannot escalate. The price effects allowed demand to adjust, right? So his ability to kind of have global impact is significant reduce. He does cost red lines about weapons of mass destruction. If he uses them globally, we're in a terrible place. And one of the reasons he won't do that is because that impacts on China, right?
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