Strategy Note /

Alfa Strategy: Weekly Radar - Global markets await fresh catalysts

  • Geopolitics may influence the Russian market this week, but is unlikely to dictate direction

  • Geopolitical risk returns to Russia but no signs that sanctions risk has changed

  • Drop in shipping costs imply supply chains may be turning deflationary

John Walsh
John Walsh

Equity Strategist

Denis Dorofeev
Boris Krasnozhenov
16 November 2021
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