Results for Sanctions

Knee-Jerk Panic Pared

February 28, 2022
Overview:  Bold new sanctions on Russia and more weapons for Ukraine were announced over the weekend.  Russia responded by raising the readiness of its nuclear forces. As a result, the risk-on seen ahead of the weekend has been reversed.  When then-US President Trump ordered the assassination of Iran's Major-General Soleimani in January 2020, …
Knee-Jerk Panic Pared Knee-Jerk Panic Pared Reviewed by Marc Chandler on February 28, 2022 Rating: 5

The Fog of War

February 25, 2022
Overview:  When Russia did what the US has been warning about since February 11, the markets seem to have an exaggerated response.  The recovery in the S&P 500 and NASDAQ, the $90 pullback in gold from its highs, a $7 retreat in the price of April WTI, set the tone for today's action.   In Asia Pacific, Hong Kong was the only market that f…
The Fog of War The Fog of War Reviewed by Marc Chandler on February 25, 2022 Rating: 5

Mild Sanctions Spur Relief Rally

February 23, 2022
Overview: The market appears to be judging the initial salvo of sanctions against Russia for formally recognizing the separatist regions in Ukraine as modest at best and has preceded to take on more risk.  Tokyo markets were on holiday but the other major equity markets in the region rallied and the MSCI Asia Pacific Index rose for the first time …
Mild Sanctions Spur Relief Rally Mild Sanctions Spur Relief Rally Reviewed by Marc Chandler on February 23, 2022 Rating: 5
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