Russia
Executive Summary Macron Still Favored, But Le Pen Cannot Be Ruled Out
Le Pen And Other Hurdles (GeoRisk Update…
Executive Summary The Ukraine war reinforces our key view that commodity producers will use their geopolitical leverage this year. The market is growing complacent again about Russian risks. Iran is part of the same dynamic. If US-Iran talks fail, as we expect, the Middle East will…
Executive Summary Natgas Price Surge Boosts Hydrogen's Prospects
EU Gas Crisis Boosts Hydrogen's Prospects…
Executive Summary Equities Are Still Attractive Versus Bonds
Equities Are Still Attractive Versus Bonds…
Executive Summary Europe Is Russia's Key Gas Customer
Germany Closer To Rationing Natgas…
Executive Summary The Good: There are compelling reasons to believe the Ukraine war will not break out into a broader NATO-Russia war, i.e. World War III. The Bad: The 1945 peace settlement is breaking down and the world is fundamentally less stable. Even if the Ukraine war is contained,…
Executive Summary Investors Think The Fed Will Not Be Able To Raise Rates Much Above 2%
Is A Higher Neutral Rate Good Or Bad For Stocks…
Executive Summary Higher Prices Expected
Higher Prices Expected…
Executive Summary Tight Inventories Spike Metals
Commodities' Watershed Moment…
Executive Summary Euro Natgas Soars; LME Nickel Squeezed
Euro Natgas, Nickel Soar…