Talking Points:
• The Ukrainian situation has drawn super powers into a standoff and put investors on edge
• Russia is yet another Emerging Market spark that threatens the broader financial markets
• Will this prove the straw that breaks the S&P 500's back...if not, Emerging Markets are likely to
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The Ukrainian situation has escalated and global financial markets are starting to gauge assess the risk to different corners of the system. A sharp decline in global equities accompanies a significant correction in EM markets - particularly Russia's - suggests the threat of escalation against sentiment and stability is very real. We discuss Ukraine, the Russia vs Western world standoff and the Emerging Market's influence over general investor sentiment in today's Strategy Video.
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