
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
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What Are You Watching for the Dollar and Other Macro Assets?
The dollar has trentened over this period. Not unlike other periods of high degree of risk oversion, you tend to see the dollar, and dollar assets in particular, attract safe haven floes. And so we have seen una curves flatten somewhat as a result of this crisis, and so peter. As we sit here to day, what are you watching in terms of thinking about the risk and the outlook ahead? Well, from an egty market perspective, purely, in the end, the critical driver is gross and how much this really spills over into a weaker economy. Now, what does that do to the cost of capital and long som interest rates and comaia?
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