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Surveillance: Recession Risk with Dudley (Podcast)

Bloomberg Surveillance

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The Difference Between Politics and Policy Intelligence

I think one thing to know is that we simply haven't been putting enough capital into the energy sector in recent years. So there is clearly some impacts on russia already of the measures that are in place. But if you look at the data for exports, there hasn't been a huge amount of change since the invasion in february. And so there is t evidence of a reorientation, rather than a reduction, when it comes to russian flows into international markets.

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