📑 Research Notes for 2022-03-21
This week, we look at the Saudi consideration to price oil in Chinese Yuan, the anticipated Fed rate hike, complications of the Russia-Ukraine war, and the rupee-rouble exchange scheme.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Short Video of the Week
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Saudi Reportedly in Talks to Price Oil in Yuan.
(Bloomberg)
The Chinese yuan reversed earlier declines following a report by Dow Jones that Saudi Arabia is in active talks with Beijing to price some of its oil sales to China in the currency.
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Next Time, the Fed Might Give No Quarter.
(Bloomberg / Wall Street Journal)
Federal Reserve Chair Jerome Powell says the U.S. economy is experiencing "quite strong growth" and the central bank will move "more quickly" on policy if deemed appropriate. He speaks at a news conference following the Fed's decision to raise interest rates by a quarter percentage point and signal six more such hikes this year. Federal Reserve policymakers would like to raise rates in a gradual, stair-step fashion. But they might soon feel the need to get more aggressive.
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The Russia–Ukraine War and Other Geopolitical Risks.
(CFA Institute)
The war in Ukraine is dominating the headlines. For now. But the conflict’s indirect reverberations will ripple far beyond the borders of its combatants and their allies. Indeed, they could give rise to new and varied geopolitical risks throughout the world. The war’s potential effect on the global grain supply and food inflation is especially alarming.
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India Explores ‘Rupee-Rouble’ Exchange Scheme to Beat Russia Sanctions.
(Financial Times)
India’s central bank is in initial consultations on a rupee-rouble trade arrangement with Moscow that would enable exports to Russia to continue after western sanctions restricted international payment mechanisms.
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Last Week’s Market Performance Heatmap
(FinViz)
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Curated by Joseph Lu, CFA®
Joseph is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder.
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