Escape the Strategist Trap
Tag: Ukraine
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.
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.
Current Market Volatility - Ukraine & Policy Effects [updated]
Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.