East Europe & Central Asia
The Czech National Bank Is Getting Ahead Of The Inflation Curve…
Executive Summary Euro Natgas Soars; LME Nickel Squeezed
Euro Natgas, Nickel Soar…
Executive Summary US Can Do Without Russia's Oil, EU, NATO … Not So Much
US Will Ban Russian Oil Imports…
Executive Summary Nuclear Worries Take Center Stage
Rising Risk Of A Nuclear Apocalypse…
Executive Summary Russia Not Prepared To Invade West Ukraine Yet
Imbalance Of Terror (GeoRisk Update…
Executive Summary Russian Stocks Are Breaking Below Their 2008 And 2015 Lows
Russian Stocks Are Breaking Below Their 2008 And 2015 Lows…
Executive Summary Stronger Capex Than Last Decade
Fallout From Ukraine…
Highlights The Russian invasion of Ukraine is a geopolitical incident that is likely to be limited in scope. A wholesale energy cutoff to Europe is the chief risk to global economic activity, but the sanction response from the US and EU does not point to this outcome. This implies that a large…
Executive Summary Risk Premium Abates, But Does Not Disappear
Oil Risk Premium Abates, But Still Remains…
Executive Summary From Nixon-Mao To Putin-Xi
From Nixon-Mao To Putin-Xi…