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January 2025

Is Europe really this stupid?
Interesting to wake up to an FT report saying that Europe is considering a return to Russian gas supply as part of a Ukraine peace deal.
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Timothy Ash
2
Incumbency just sucks
The re-election of Donald Trump for a second term in the US had seemed to be a clarion call for a structural political shift towards similarly populist…
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Timothy Ash
Europe needs a plan B, and C on Trump and Russia
Listening to the various Trump picks’ confirmation hearings in Congress this week it seems pretty clear now that there is no meaningful Trump grand plan…
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Timothy Ash
2
Ukraine, and Europe, cannot depend on Trump
The imminence of the Trump presidency has also fuelled market speculation that a peace deal between Russia and Ukraine will be agreed shortly - helped…
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Timothy Ash
1
Europe should be scared
Very scared
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Timothy Ash
3

December 2024

G7 leadership MIA on Russia sanctions
Mixed messages from the G7 around the Russian sanctions piste at a time when it should be ramping up sanctions pressure on Putin as:
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Timothy Ash
Ukraine is key to Europe’s LT defence
Whether it was the hysterics of Trump, and fears over a looming US isolationism under a Trump 2.0, or the wake up call from Putin’s brutal invasion of…
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Timothy Ash
1
Syria - winners & losers
Events in Syria have moved fast in recent days with the overthrow, finally, of the brutal and hated Assad regime.
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Timothy Ash
Türkiye, Syria & Macro
I have visited Turkiye several times over the past few weeks meeting with policy makers, journalists, think tankers, bankers, analysts and the like, so…
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Timothy Ash

November 2024

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