Two years since Russia’s invasion of Ukraine: where do we stand?

(AI Video Summary)

USD value goes down as Fed may delay rate cuts

Over the past two years, there have been some interesting changes in the global markets. Even though there have been wars and worries about a recession, the economy in the United States has remained strong. This has led to the belief that the Federal Reserve (the Fed) will delay any rate cuts. As a result, the value of the US dollar has gone down.

Recently, there has been some good news about manufacturing in the US and Europe. This is important because it has given the Fed even more reasons to hold off on rate cuts. Essentially, the market is optimistic about the future and doesn't want the Fed to make any changes that might slow down economic growth.

Impact of Russia-Ukraine war on global markets

However, when Russia invaded Ukraine, there was a noticeable reaction in the markets. For example, the prices of agricultural commodities like corn and wheat went up when Ukraine was invaded. But now, those prices have gone back down. This is because there is plenty of supply available, so there's not much room for prices to go much higher. In other words, there's enough of these commodities to meet the demand, so there's not much reason for prices to keep going up.

Throughout the past year, there have been lots of stories in the news about Ukraine and Russia. But it's not just about wars and politics. There have also been stories about companies like NVIDIA, which has seen its value grow in the market. This shows that the global markets are influenced by both big events in the world and economic factors.

In summary, the global markets have gone through some ups and downs because of things like wars and economic conditions. However, even in uncertain times, there are still companies that manage to grow and succeed. It's important to pay attention to all of these factors when thinking about trading and investing.