Equities: It’s been over a decade since we saw this level of growth factor underperformance vs. value (over a 3-month period).
Rates: How much does the yield curve flatten across tightening cycles?
Energy: The latest Russia sanctions excluded energy and did not block Russia from the international payment system. As a result, Brent dipped from the highs but is holding above $100/bbl.
Commodities: Wheat prices have been surging.
Here is why.
Europe: The Eurozone’s economy will take a hit from Russia’s attack on Ukraine. Will the ECB delay its rate hikes?
The euro rebounded from this week’s lows but could remain under pressure.
Food for Thought: Other intelligent life in the Milky Way:
Edited by Devon Lall
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