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EM & geopolitics
By Timothy Ash · Launched 6 months ago
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Let me read it first
Putin is losing in Ukraine
Let him lose
Timothy Ash
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Putin is losing in Ukraine
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Turkey - NATO crisis could see early elections
It feels like a major crisis is looming in Turkey - Western relations over Finland and Sweden’s NATO bid. Erdogan needed a rabbit to pull out of the hat…
Timothy Ash
May 17
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Turkey - NATO crisis could see early elections
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Russia - is the ruble rally a cause for optimism?
Hardly
Timothy Ash
May 16
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Russia - is the ruble rally a cause for optimism?
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Russian invasion of Ukraine
Some economic perspectives
Timothy Ash
May 6
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Russian invasion of Ukraine
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Russia - default/no default?
People I think still trying to figure out what happened here, who blinked first. Last week the market was sure that Russia would not pay the Eurobond…
Timothy Ash
May 4
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Russia - default/no default?
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Russian gas and sanctions
We had too and fro over the past few days following the Russian decision to suspend gas deliveries to Bulgaria and Poland, after they failed to agree to…
Timothy Ash
Apr 29
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Russian gas and sanctions
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Putin the loser
Initially after the news that Gazprom was cutting off gas supplies to Poland and Bulgaria, and then warnings of escalation/false flag operations in…
Timothy Ash
Apr 27
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Putin the loser
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Putin’s next move?
It feels like Putin is going back to Plan B, or C, which is scaling back his ambitions for Ukraine, from taking the whole of the country, to taking…
Timothy Ash
Apr 21
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Putin’s next move?
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