Zoltan Pozsar, investment strategist at Credit Suisse, said in a report on Monday that a "perfect storm" had emerged in commodity markets as the Crisis in Ukraine intensified, which could weaken the Eurodollar system, fuel inflation in western economies and threaten financial stability.
"We haven't seen a crisis like this since 1971 when President Nixon de-pegged the dollar from gold referring to the end of the Bretton Woods system. When this crisis (and war) is over, the dollar should be even weaker."
Rossiya-Belarusdagi Ukraina muzokaralarining uchinchi raundi kutilgan natijaga erishmadi, biroq tomonlar oʻrtasidagi muzokaralar davom etadi, dedi payshanba kuni Rossiya delegatsiyasi rahbari Dmitriy Medinskiy, Sinxua xabariga koʻra.
The conflict, which has escalated almost two weeks ago, has sent global commodity prices soaring, with nickel hitting a record high and oil hitting a 14-year high. The United States and its European Allies are discussing a ban on Russian oil imports, SECRETARY of State Antony Blinken said Sunday. Mr Novak, Russia's deputy prime minister in charge of energy, warned that a ban on Russian oil imports could push prices to 300 a barrel.
Rossiya global tovar yetkazib berish zanjirining muhim qismidir. Neft va gazdan tashqari, u bug'doy, palladiy va nikelning asosiy eksportchisi hisoblanadi.
"Russian commodities today are like subprime mortgages in 2008, and non-Russian commodities are like Treasuries in 2008," Pozsar said. One price collapsed and the other soared, and both required margin calls no matter which side you were on."
Janob Pozsarning qo‘shimcha qilishicha, g‘arbiy markaziy banklar kengayib borayotgan tovarlar narxlari farqlarini yopa olmayaptilar, chunki ularning davlatlari sanksiyalarni qo‘llashga undagan. Ular yuzaga keladigan inflyatsiya ta'sirini bartaraf etishlari va foiz stavkalarini oshirish orqali uni sovutishga harakat qilishlari kerak, ammo g'arbiy markaziy banklar Rossiya va boshqa mamlakatlar o'rtasidagi tafovutni yopish uchun tashqi narxlar farqini yoki balansni taqdim eta olmaydilar{{0} }Rossiya tovarlari.
