Financial Investigator Market Update, 21 juni 2022
Diana Choyleva: Risks persist that Cold War turns hot
The public speeches of the Chinese and US delegations at the Shangri-La Dialogue left no room for doubt about the perilous gulf separating Beijing and Washington.
Investors are repositioning portfolios as equity markets are beginning to price the rising risk of stagflation. As of mid-June 2022, there are four possible cyclical scenarios ahead.