Considering the developments in Russia, if the war ends due to the reversal in fortune for Ukraine how will this impact the market?
Rebuilding will begin, requiring massive raw material needs. Almost certainly billions of aide will be pumped into the region for basic supplies, military equipment, farming consumables (fertilizer), etc. Shipping companies would be needed to facilitate the effort.
Thoughts? You think it’s enough to edge us into a soft landing despite increased interest rates?
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