BlackRock on Impact of Ukraine War on Growth

The video discusses the impact of potential oil embargoes on energy markets, highlighting three scenarios. It explores economic implications, including recession risks and inflation, and examines policy responses from the ECB and fiscal authorities. The video also covers shifts in energy supply, market reactions, and China's economic outlook amid COVID policies. It concludes with a discussion on global supply chain shifts and central bank challenges in managing inflation and demand.

What are the implications of the energy shock on European GDP?

What factors are contributing to the increased risk premium for investment in China?

How is the global supply chain expected to shift due to the current geopolitical situation?