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Intro

0:00

Putin invades Ukraine

0:40

Sanctions dont have teeth

3:04

Putins timing

4:33

China Taiwan

8:29

Putin and Xi

8:54

Game Theory

9:51

Why Russia invaded Ukraine

11:52

What happens if Russia gets kicked out of SWIFT

16:10

What happens if Russia gets cut off

17:38

The difference between the two

18:25

What does the Fed do

21:07

What does escalate mean

22:25

Aggregate demand

30:15

Russian stock market

32:29

Yield curve track record

37:02

What kills inflation

42:29

Positive real rates

46:20

Feds response

49:29

Why the Fed would not step in

52:43

Quantitative easing

54:47
Jim Bianco (Russia/Ukraine End Game, Will Fed Still Tighten? Yield Curve Analysis)
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32,299Views
2022Feb 26
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George Gammon

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