Tag: Russia

Europe so far has been able to manage through the energy crisis brought on by the Ukraine War. However, to jump-start their economy, they may need to increase their purchases of higher-priced global LNG. We examine the economic landscape.

We examine why inflation and the war in Ukraine may only reinforce some of the strong business cycle trends found in the European banking sector.

Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.

Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.