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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Russia-Ukraine | Kosovo-Serbia
New CSIS study reveals weakness in Russian fortifications ahead of Ukrainian counteroffensive. Why tensions between Kosovo and Serbia led us to raise the alarm a month ago.
Russia-Ukraine | Who’s behind the Kremlin done attacks?
ISW assesses Kremlin drone attack as a false flag operation to stoke public sentiment ahead of Victory Day celebrations.