Russia-Ukraine

Russian invasion of Ukraine has begun as Putin039s tanks roll

Ukraine: Trying To Understand A War

“… From the 18th century to the present, apart from occasional skirmishes, what we call the West has unilaterally assaulted Russia on 5 serious occasions. Charles XII of Sweden, an undisputed military genius of poor political skill, attacked the Russia of Peter the Great, crossed from the Baltic into the Ukraine with his troops, and, only there at Poltava, in 1709, the Swedish King and his Ukrainian allies were defeated….


ECB bonds

The Capital Plans The ECB Will Require Banks Due To The War In Ukraine is not To Harm Dividends

Renta 4 | The ECB plans to require banks to include the effects of the war in Ukraine in the internal capital adequacy assessment process as it is dragging on longer than expected. The ECB wants banks to include analyses of various scenarios on the impact of second-round derivatives as a result of the war, such as downward revision of economic growth. Opinion: We consider the ECB’s request to be…


Cereals

War In Ukraine Does Not Jeopardize Wheat Supply In Europe: EU Has Its Own Granary

Ángel Luis González Esteban (The Conversation) | The Russian invasion of Ukraine has raised fears about the supply and prices of wheat, an essential foodstuff for millions of people. Numerous headlines have echoed the international escalation of prices, while popularizing the expression the breadbasket of Europe to refer to Russia and Ukraine. Will there be enough wheat for everyone? It is somewhat ironic to ask this question in the European…


Nordstream

Russia Has Increased Gas Supplies Since Invading Ukraine (While Gazprom Has Withdrawn From The Spot Market In Europe)

ASE Group | Russian gas supplies to Europe from Russia have increased since the war broke out because of long-term contracts, in place between European buyers and Russia’s Gazprom, which include strict commitment clauses. All parties are committed to respecting them or face serious losses. This is why Grazprom is avoiding direct economic sanctions from Europe.In any case, Russian flows are not back to normal for this time of year….


rusia energia

Is Russia The New Iran As A Result Of Sanctions?

George Brown (Schroders) | Russia is now the most sanctioned country in the world following its illegal invasion of Ukraine, which has brought misery to millions. More than 2,000 additional Western sanctions have been brought in against a broad range of individuals, corporations and institutions. Measures have also been put in place to exclude it from international payments systems, using major reserve currencies or accessing key technologies such as semiconductors….


VladimirPutin

Good News? Russia Has Paid

Good news? In Russia, JP Morgan claims to have processed interest payments on two of the country’s sovereign issues, raising expectations of default on its debt for the first time since 1998. This has not prevented Standard & Poor’s from downgrading the country’s credit rating by one notch to CC, just two notches above default, in its belief that the country’s debt is “highly vulnerable to default”. In China, according…


Ucrania

The Prime Ministers Of Slovenia, Poland And The Czech Republic Are Already In Kiev

Poland’s Prime Minister Mateusz Morawiecki has called from Kiev for “an end to the tragedy” in Ukraine, as he arrived in the country’s capital along with his counterparts from the Czech Republic, Pietr Fiala, and Slovenia, Janez Jansa. “We must stop this tragedy as soon as possible,” said Morawiecki, according to the Polish news agency PAP, on his arrival in the Ukrainian capital, where he plans to meet the country’s…


Russian oil 777x400 1

Which Sector Will Suffer More In Asia From Russia’s Aggression In Ukraine?

Alicia García Herrero (Natixis) | Asia is far from Ukraine, but the conflict with Russia has rippling effects far beyond borders. From the SWIFT ban to the chip blockade, the West and Asian economies have further sanctioned Russia. Although the financial linkages between Russia and Asia are limited, spillovers on the economy cannot be discounted. In this note, we analyze the impact of Russia’s aggression in Ukraine on key non-financial…


VladimirPutin

Ukraine Alters Public Preferences

Fernando González Urbaneja | Recent polls show that Spaniards’ appreciation of NATO has taken a decisive turn; whereas previously there was a high level of mistrust of a defensive and armed military organisation, with a rejection rate of close to 50 per cent, acceptance now stands at over 70 per cent. Rejection of the invasion is overwhelming, more than 90%, compared to an irrelevant and extravagant 1% who see it…


Russian gas pipeline Nordstream2

“Soft Power” May Not Be Soft

Fernando González Urbaneja | The European and US deployment to help Ukraine and stifle Putin’s Russia is not as rhetorical or irrelevant as some imagined a week ago. Putin’s unilateral and criminal war is being met with the patriotism of Ukrainians, determined to defend their country and their freedom, but also with the active revulsion of most of the community of nations. The debate in the United Nations Extraordinary Assembly…