Putin’s morass and mindReport Date: 2nd March, 2022
The Russians are in for a long war, whether they ultimately get Ukraine or not. Insurgency with western backing would follow the fall of Kyiv. The Russian military are performing badly. There are no changes to our positions. We remain long the US dollar versus the euro. We are long energy and agricultural commodities as well as gold. We are short global equities, focused on EU stocks and European banks.
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