Daily commentary-每日见闻-2024.3.24

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2024-03-24 / 0 评论 / 27 阅读 / 正在检测是否收录...

Global environments:

Big events:

1.Terrorist attack in Russia:the attack in concert killed more than 140 people and injured many seems the new ignition of war era in Far East. If Russia carries out retaliation, the Russia-Ukraine war would upgrade. And investment on war would increase and production would decrease . If Russia don't retaliation, Putin may lost his control and Russia would face internal chaos, Russia production would reduce. However, Russia would end the war with Ukraine. Either way, it seems energy price would be push higher. It seems Russia would choose to reliate, so demands from Russia would be high and production in Russia would reduce. The follow-up quesiton woudl be 

Trends:

Cycles:

Major markets:

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