Follow the money --Mark Felt (Deepthroat)
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Goldman Calculates How Much Various Markets Will Move Under A Russia-Ukraine War
Yesterday we published an extensive analysis courtesy of Rabobank, looking at all the ways a war between Russia and Ukraine would impact the regional and global economy, how it would affect risk premia and risk assets, what it would do to oil and gas prices (spoiler alert: higher), and much more. Readers can read the full analysis at "How We Would Pay For The War." However, for those who are time strapped, or are mostly interested in how a conflict would impact various capital markets, Goldman this morning published a note analyzing how much geopolitical risk is priced into global assets, and finds that - among ... (full story)