Investment markets are currently being driven by two risk events:

1. Inflation and rising central bank interest rates

2. Russia / Ukraine conflict

In isolation, market sentiment would’ve settled already. However, markets are struggling right now to account for the combination of both and the spectre of both feeding off or into each other.

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What we know so far, in what is a very fluid situation, is that Russian troops have moved into Ukraine from the north, east, and south. It also appears that there's been no official use of NATO or allied troops yet. 

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