Ukraine

Listen to a short summary of this report.         Executive Summary Small Caps Are Looking Attractive Relative To Their Large Cap Peers Small Caps Are Looking Attractive Relative To Their Large Cap Peers…

Executive Summary Brent Stable As Demand + Supply Fall Brent Stable As Demand + Supply Fall…

Executive Summary Copper Will Remain Tight Even In Recession Copper Will Remain Tight Even In Recession…

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…