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Before Russia-Ukraine, The Sands of the Economy Were Shifting (Part 2)

John Silva

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To continue with our theme from the February edition, constant evolution makes both economics and risk management dynamic. Even before the Russia-Ukraine war, the combination of expected slower economic growth, persistent inflation above central bank targets, equity market volatility, and the initiation of monetary policy tightening had already raised tensions in the financial marketplace. These themes and economic forces persist in an even clearer light today.

Economic Growth Risk

About the Author
John Silva
President of Dynamic Economic Strategy LLC; former Managing Director and Chief Economist, Wells Fargo Securities
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