The Market in Five Charts and a Special Global Webinar: What Does the Ukraine Crisis Mean for the Markets?

Overview

In this segment of The Market in Five Charts, Chief Investment Officer Rick Pitcairn addresses the Ukraine crisis and its impact on capital markets through the following lens:

  1. US equity market is resilient
  2. European dependence on Russian oil 
  3. Cooling equity market speculation is one of the US Fed’s desired outcomes
  4. US Fed policy is made more difficult by slowing US growth prospects
  5. Rotation away from speculative sectors is underway 

Further in the accompanying webinar recording, Rick Pitcairn and Daniel Clifton, Partner and Head of Policy Research from Strategas, discuss the political and economic aspects that the crisis in Ukraine is having on the financial markets from a US perspective.

Advisor Thinking