Macro Briefing: 14 February 2022

* German Chancellor visits Ukraine as anxiety of Russian invasion increases
* Ukraine calls for meeting with Russia to avert war
* A key US-Canada border crossing reopens after trucker blockade is cleared
* Russia’s invasion threat of Ukraine is pushing oil prices near $100 a barrel
* Perfect storm of rising demand and low supplies lifting commodities prices
* Will Fed’s increased focus on fighting lead to a US recession?
* Has Big Tech peaked as an investment theme?
* US consumer sentiment fell to 10yr low in February: