4 min listen
Russia Rundown
ratings:
Length:
7 minutes
Released:
Feb 18, 2022
Format:
Podcast episode
Description
This week in the podcast, we run through our thoughts on what a Russian invasion of Ukraine might mean for US equity markets going forward. Three big things you need to know: First, US public companies haven’t been talking much about geopolitics or Russia/Ukraine recently, but the level of conversation is starting to pick up. Second, RBC’s US equity analysts see the potential for slowing growth/recession in Europe, higher energy prices, and potential impacts on supply chains as the most relevant challenges for their industries if a Russian invasion of Ukraine occurs. Third, we continue to believe that geopolitical risk emanating from Russia/Ukraine is not priced into the US equity market, should conditions worsen, and will be a key issue to watch in the weeks and months ahead.
Released:
Feb 18, 2022
Format:
Podcast episode
Titles in the series (100)
Our Deep Dive Into The Latest Hedge Fund Holdings by RBC's Markets in Motion