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Russia-Ukraine

report
  • April 18, 2025

Why Putin is Keeping Trump Waiting For a Ukraine Deal

Putin is selling the sizzle, not the sausage...
  • By Mark Galeotti
  • Speevr Intelligence
report
  • March 15, 2025

Russia-Ukraine | Sumy Offensive | Kursk | Belarus

As one front closes, another may be about to open...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • March 3, 2025

Euro Defense Stocks | NATO’s TARP Relief Moment

Defense stocks on a tear. Like the TARP relief rally?...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • March 2, 2025

US Crypto Reserve | Omand | Russia-Ukraine

Another bold JT prediction comes through ...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • February 25, 2025

Russia-Ukraine | US Minerals Deal

Brief comments and updates from the frontline...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • February 24, 2025

LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement

Here's what's inside the agreement...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • February 24, 2025

EU/ECB | Tusk | Poland | Russian Asset Seizures | Ukraine

Why borrow legally when you can steal?...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • February 18, 2025

Russian Economy | FT | Sergei Guriev

Is Russia's economy really faltering?...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • February 17, 2025

Russia-Ukraine | Freedman | War Narratives

The chickens come home to roost......
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • February 16, 2025

Mark Galeotti | Thoughts from the MSC

Munich Security Conference debrief... from an (actual) attendee and (real) Russia expert...
  • By Mark Galeotti
  • Speevr Intelligence
report
  • December 12, 2024

RED ALERT: Russia-Ukraine | Middle East

A brief update on accumulating risks...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • September 24, 2024

Russia-Ukraine | Kursk Narrative vs. Reality

Intel chief narratives don't change outcomes on the battlefield...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • May 13, 2024

Amateur Kremlinology | Israel-Hamas | UN

How many Hamas fighters has the IDF killed? More on the Kremlin cabinet reshuffle...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • April 2, 2024

Iran’s options | Freedman on Putin’s ‘fanaticism’ towards Ukraine

Iran's potential responses to Israeli strikes on the Damascus consulate that killed top IRGC commanders...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • April 1, 2024

Russia-Ukraine | Spy swap deals | US PCE | Israel strike on Iran Consulate

Unexpected sell-off in Treasuries. Brent Donnelly on bond yields & macro themes...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • February 11, 2024

Russia-Ukraine | Putin-Carlson interview, spin and narratives

The bits we found interesting...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • December 1, 2023

AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard

What next for Ukraine? BoE tests BB inflation model....
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • November 17, 2023

Russia-Ukraine | Rachman | Is the balance tilting?

The best detailed summary from open source on Russia-Ukraine...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • November 14, 2023

Outlook 2024 | ‘Dodgy Dave’ returns | Russia-Ukraine | Israel-Hamas

Goldman Sachs anchor expectations for 2024...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • November 8, 2023

Israel-Hamas | Russia-Ukraine | Best reads today

Jon Alterman, Mark Galeotti & King Abdullah II...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • September 18, 2023

FOMC | Russia-Ukraine | Selected articles & podcasts

Fed economic projections likely to be raise at FOMC...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • September 12, 2023

Russia-Ukraine | PIMCO | An investors’ perspective

Three scenarios laid out with probabilities...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • September 12, 2023

Ukraine counteroffensive | An intelligence failure?

Were analysts at CSIS wrong about Ukraine's chances of success in the counteroffensive operation?...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • September 11, 2023

Russia-Ukraine | Galeotti on ceding territory for peace

Market Galeotti on the likelihood of a peace settlement between Russia and Ukraine...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • September 8, 2023

Russia-Ukraine | Taylor Rule | Blanchard Beveridge Curve | Treasuries | Risk Premia (Eurostoxx)

A confluence of positive market catalysts with increasing probability coming together....
  • By Alessio Farhadi
  • Speevr Intelligence

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