Markets: A rally, 0% inflation, SoftBank c(r)ash – and winter is coming
Louder, let’s keep dancing
With most supply chain stocks hammered in the wake of the Russian attack on Ukraine overnight – hopefully “a storm in a teacup” as senior sources noted (that’s our base case) – it may well be time to go shopping in logistics.
Actions (bombing) so far have been countered by words – here is the White House’s… statement of intention – while several western officials are “planning to stay in close touch on potential further responses“.
On a best-effort basis, praying and ...