Ukraine counteroffensive | An intelligence failure?

Were analysts at CSIS wrong about Ukraine’s chances of success in the counteroffensive operation?
Russia-Ukraine | Galeotti on ceding territory for peace
Market Galeotti on the likelihood of a peace settlement between Russia and Ukraine
Russia-Ukraine | Taylor Rule | Blanchard Beveridge Curve | Treasuries | Risk Premia (Eurostoxx)

A confluence of positive market catalysts with increasing probability coming together.
Russia-Ukraine | Wolfgang Münchau | Ceding territory for peace

NATO’s Stoltenberg top aid lets it slip. Finland’s Soviet invasion in 1940
Galeotti | Russia-Ukraine | Prigozhin-Putin | Tooze
What next for Putin after Prigozhin’s sudden death. We present a few perspectives from Russia experts
Rising SST | Dating apps | China | BoE | Oppenheimer | Climate change

From dating apps to OnlyFans. China economy and stimulus outlook. Rising SST in Northern Atlantic. What to watch for.
Kurt von Hammerstein-Equord | Officers classification scheme

S&P 500 no longer in overbought territory
Russia | Amazon economics | BoE | Markets

Amazon Chief Economist on supply chains. Mark Galeotti on Putin and the Kremlin’s future
Russia-Ukraine | Enemies vs. Traitors | Infowars

Putin’s world view of enemies versus traitors. Curating source in OSINT research
Russia-Ukraine | Wagner forces under attack by Russian Army
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