War Disruption Spreads
−0.3%
The rail reprioritization fails to solve the problem because the security situation around Russian ports and export infrastructure deteriorates. This is less likely than a logistical adjustment, but it carries the largest market impact because it would threaten both grain and bulk commodity flows.
What it moves
- Non-Energy Materials−0.8%
- Industrials−0.3%
- Market volatility
- Riskier companies' borrowing costs
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