The Crude Reality of Energy Markets

Tag: Russia

The Heat Is On - Can Europe Avoid an Energy Crisis?

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.

business cycle
business cycle
All About the Business Cycle: Potential Tailwinds for European Banks

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.

risk premiums
risk premiums
Equity Risk Premium & New Market Leaders

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.

Current Market Volatility - Ukraine & Policy Effects [updated]

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