The inflationary risk markets are ignoring, but shouldn’t: Morning Brief

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Tuesday, February 8, 2022

Geopolitics are pushing oil toward $100, and that’s a problem for inflation

Ukraine and OPEC have become inflation risks — of sorts.

And Wall Street, preoccupied as it has become with a host of other issues like interest rates, earnings and economic growth, has yet to fully appreciate why they matter.

Investors…


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