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Sunday 27 February 2022

Buying the invasion worked wonders in the past. Will it be different this time?

Volatile days for commodity investors will be ahead. The financial atomic bomb in form of a Russian exclusion from SWIFT could cause additional trouble. The odds are high that Russia would stop oil, gas and wheat exports into the EU as soon as the SWIFT exclusion would be ratified. As Russia is the single most important supplier for the EU - this could lead, once again, to lots of trouble for energy and grain prices.


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