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