RUSSIA'S REAL-WORLD ECONOMIC CONSTRAINT

Exploring Yale Professor Sonnenfeld's Russian economic data

I want to talk about Russia. And no, I will not be putting on my geopolitical-armchair-expert-hat (although mine should probably be a toque). I have zero insights into troop movements and tactical decisions taken by Ukraine and Russia. Frankly, I don’t think it matters for most market decisions. Too often, investors focus on specific developments withou…