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With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
22 April 2022
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ECB – Behind the curve.The ECB meeting last Thursday came out more dovish than expected. Updates on the policy front...
19 April 2022
Keep readingIn a Decree signed on March 31st, Russia’s president Putin ordered that payment for the supply of Russian gas to...
15 April 2022
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Download It’s a victory when the weapons fall silent and people speak up. Volodymyr Zelensky In history, wars have been...
12 April 2022
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French elections – Macron “en marche”, but not over yet.The first round of French Presidential elections leads to a result...
11 April 2022
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Europe – Rates to Rise Further.Inflation data last week in Europe remained strong, strengthening the case for policy normalization. Germany...
4 April 2022
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Mind the gas.As the war lasts more than broadly anticipated, risks around gas supplies for Europe increase. Economic and financial...
28 March 2022
Keep readingRussia’s invasion of Ukraine has significantly increased the uncertainty of global agricultural supply and trade in the short to medium-term....
25 March 2022
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Russia’s invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The...
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Hands-up anyone who made substantial changes to their investment portfolio in the last 3 months. While this is clearly tongue-in-cheek,...
24 March 2022
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Ukraine – Early for negotiation hopes.Last week, markets rallied on hopes on the ongoing negotiations between Russia and Ukraine. Early...
21 March 2022
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