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42min chapter
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
Macro Voices
Central Banking and Geopolitical Dynamics
This chapter explores the intricate relationship between central bank policies and global economic stability, emphasizing the impact of inflation and excess capital. It also examines the rising geopolitical tensions, particularly in the context of the Gaza-Israel conflict and the ongoing Ukraine-Russia crisis, and how these events interplay with the oil market and commodity dynamics. The discussion highlights current market trends, risk-free rates, and the implications for future investment strategies in a globally interconnected economy.
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