The war logic
Report Date: 7th March, 2022 Equity markets are likely to continue to go lower. The US dollar will be stronger. Commodity prices will stay high. Oil prices might weaken a bit if there is an Iran deal. But not for long. Natural gas prices will continue to rise. And we are long gold. Bond spreads will continue to widen with sovereign debt acting as safe-havens (most temporarily) but higher risk bonds suffering.
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