Europe:
Italian elections coming up, risk of a Euro-sceptic right-wing PM
An unexpected resolution of the Ukraine war seems very unlikely, but it could escalate very quickly especially given the mobilization and referendums
UK: The rabbit is out of the hat with Truss and Sunak; coordination between the government and the BOE seems non-existent, I’ve read calls for an emergency inter-meeting rate hike already
Global markets: the risk from commodity market squeezes spilling over seems to have diminished a bit; it's become a major factor in energy and electricity markets
China/Taiwan: keeping an eye on the Taiwanese stock market as a risk gauge
Italian elections coming up, risk of a Euro-sceptic right-wing PM
An unexpected resolution of the Ukraine war seems very unlikely, but it could escalate very quickly especially given the mobilization and referendums
UK: The rabbit is out of the hat with Truss and Sunak; coordination between the government and the BOE seems non-existent, I’ve read calls for an emergency inter-meeting rate hike already
Global markets: the risk from commodity market squeezes spilling over seems to have diminished a bit; it's become a major factor in energy and electricity markets
China/Taiwan: keeping an eye on the Taiwanese stock market as a risk gauge
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