The war in Ukraine and sanctions on Russian oil trade have increased oil prices by as much as 40% so far this year, but we don’t think higher energy costs will derail the US stock market as they might have at times in the past.
Bank of Japan Drop-In (18 March, 16:00 SGT/08:00 GMT): What will the BoJ do if/when Japan’s CPI hits 2%? Join our Japan and Markets economists after the BoJ’s March meeting for a discussion about the inflation outlook, the policy response and what it all means for market. Register here.
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