It has been another volatile week for world markets with several sizeable reversals of sentiment day to day and sometimes even hour to hour. The war between Russia and Ukraine and the implementation of sanctions on Russia’s banking system and energy distribution has sent shockwaves through stocks, bonds, commodities and currencies. In this issue of Equity Leaders Weekly, we take a look at renewed interest in defense stocks and at the long-term context of recent action in the price of oil.
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