Escape the Strategist Trap
Tag: Ukraine
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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](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2022/06/GettyImages-1033407190-web-150x150.jpg?lossy=2&strip=1&webp=1)
![business cycle](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2022/06/GettyImages-1033407190-web-576x288.jpg?lossy=2&strip=1&webp=1)
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.
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![](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2022/02/Ukraine-Russia-flags-GettyImages-1357101132-576x288.jpg?lossy=2&strip=1&webp=1)
Current Market Volatility - Ukraine & Policy Effects [updated]
Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.