Pro Macro: Flash Update – February 25th, 2022

Published on: February 25th, 2022

Those who have followed our recent Insider Talks will have seen me becoming increasingly negative about risk assets. Putin may not have changed everything, but he has certainly accelerated it. In the light of recent events, I want to clarify where I stand on positions and highlight some potential new trades. This is no time for either ambiguity or faint hearts.