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The conflict will dent global economic growth, and Europe is more vulnerable than most. We prefer to reduce risk and downgrade our European equity outlook.
Although some economic projections were expected, there were some surprises. We explain what impact a new rate trajectory could have on the economy.
As the economic front expands with sanctions, we look at investment ramifications, including a potential “growth scare” and its impact for equity markets.
Janet and Tylar discuss how rising commodity prices could affect high inflation, and highlight market reactions to previous “growth scares.”