Russia – reviving the Cold War
Report Date: 27th October, 2016 Russia and the West have embarked on a new type of cold war. A Clinton presidency will mean further face-offs with Russia. The new freeze will increase tensions globally but the EU will be the main fall guy. This will add to political risk premiums in equities, commodities and currencies. Equally it adds a further layer of risk to energy markets. It is another plus for gold.
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