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Geopolitical tensions are surging and core inflation is expected to move higher. The U.S. Federal Reserve and other major central banks around the world are preparing to tighten monetary policy, banks’ liquidity may be reduced and financing conditions could worsen.
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With a full scale invasion of Ukraine now under way, stock markets, global trade, energy markets, and commodities markets are all registering the impact of a new geo-political reality.Read the Research