Estimated Effect of Russia-Ukraine Ceasefire on Real Eurozone GDP A limited Russia-Ukraine ceasefire could raise Eurozone GDP by 0.2%, with a full peace agreement potentially boosting it by 0.5%, according to Goldman Sachs estimates. Image: Goldman Sachs Global Investment Research
Russian Gas Flows to Northwest Europe How long will the energy crisis last in Europe? Image: BofA Global Research
Russia Production of Global Production Russia has significant shares in the global production. Image: BofA Global Research
Equity – MSCI Russia (Local) vs. Euro STOXX 50 Russian stocks remain under pressure amid war fears. Image: Topdown Charts
Central Bank Gold Purchases The freezing of Russia’s central bank assets has had a profound impact on global financial strategies, driving central banks to significantly increase their gold holdings as a safeguard against economic and geopolitical risks. Image: Goldman Sachs Global Investment Research
U.S. Treasury Market Depth The U.S. Treasury market depth remains very low since the Russia-Ukraine conflict. Image: Goldman Sachs Global Investment Research
Commodities – UN Food Price Index The Russia-Ukraine conflict drives food prices to record high. Image: BofA Global Investment Strategy
Commodities – Wheat Prices The COVID-19 pandemic and the Russia-Ukraine conflict push food prices to record high. Image: BofA Global Investment Strategy
VIX – Market Shocks in a Historical Perspective The volatility of the Russia-Ukraine conflict on U.S. stocks is equivalent to that of the Gulf War (1990–91). Image: Pictet Asset Management
Flows – Subsequent 4-Week S&P 500 Returns Retail investors continue to buy the dip despite the Russia-Ukraine conflict, which is bullish for U.S. stocks. Image: BofA Securities
Fed Staff Geopolitical Risk Index Geopolitical risk has risen significantly since the start of the Russia-Ukraine conflict. Image: Goldman Sachs Global Investment Research