Turim’s Insights

April’s webinar provides an overview of the latest global events, ranging from the impacts of the war between Russia and Ukraine, which continues to affect markets, to the increase in the number of Covid-19 cases in China.

With the return of the lockdown in the city of Shanghai, our economist Henrique Santos, CFA, comments on the implications for activity and also for inflation – with a secondary effect on supply chains – which today is the main most relevant topic for the markets.

Santos highlights that Chinese lockdowns affect both the service and industry sectors, and delay the recovery of supply chains, which were already suffering from the consequences of the war.