Here's why you need to read this! The three changes that will affect assets:
1. This Middle East "Deal" may get tankers moving and Iran producing oil. Market need nothing more. History does! Iran is left empowered.
2. EU-China relations are heading into the pit. Trade War will follow - with stutters and bumps. China think the EU doesn't matter. Wrong; the EU trade transfers a net one billion per day to China's coffers and can stop.
3. Who will replace Elvira Nebiullina as Russia's Central Bank Chief? More than likely Nabiullina got canned for refusing to monetise the increasing costs of Putin's losing war, If the next governor prints money to do so, that is how economically driven regime collapse takes root. We are probably in the last act of Putin rule. That increases the risks to Europe. Dying fish flap hardest!
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