March War Room: Cold War 2.0
The March War Room discussion analyzes how the Russia-Ukraine conflict is revealing fractures in the global economy, highlighting shifts such as China and India continuing to buy Russian oil, Saudi Arabia potentially pricing oil contracts in Yuan, and the broader implications for supply-chain resilience, energy independence, deglobalization, and the possibility of a Russian bond default.
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March War Room: Cold War 2.0
Advisor Tech
March 28, 2022
March 28, 2022 06:41 AM
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As the Russia-Ukraine conflict continues, it is exposing significant cracks in the globalized economy. China and India continue to buy Russian oil, while Saudi Arabia could be close to pricing oil contracts in Yuan against long-standing U.S. commitments. Even good goals like supply-chain resilience or energy independence necessitate a world order reset (and higher prices).
- Is the Russia-Ukraine conflict priced into markets?
- Will China remain neutral?
- Is the world in a period of deglobalization?
Join us as we introduce a new scenario on the quickly de-globalizing economy, and consider the impact of a Russian bond default, in the next HiddenLevers War Room.
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