The omicron variant is going to cast a pall over financial markets. It poses an immediate and downside risk to consensus expectations for growth, inflation and earnings.
The variant also represents a challenge to the market micro-structure as liquidity conditions are impaired in some sectors, and this will only worsen over the next few weeks.
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Grant Wilson is Executive Chair of Tivan Limited, a critical minerals company with major project status in the Northern Territory. He sits on the Advisory Board of Exante Data, Inc, a macro advisory and data analytics company based in New York. Connect with Grant on Twitter.
