How have investors adjusted to Russia’s full invasion of Ukraine?
That’s the focus of today’s chart.
As today’s chart illustrates, commodities / energy-related sectors have rallied — sharply.
Virtually overnight, Russia has become an unreliable trading partner and the global economy has been forced to shift.
So whether its finding other sources of oil and gas or ramping up alternate forms of energy (e.g., batteries, nuclear, renewables, etc.)…
It’s all hands on deck.