Opinion

HOMANS: Two Ukraine conversations in Washington DC

Robert Homans in Washington DC April 21, 2022

Last night I attended an event in Washington where I had two conversations relating to Ukraine: one with the principal of a consulting firm, and the other with an employee of the CIA.

RIMMER: Victory Day?

Julian Rimmer in London April 20, 2022

Having no ‘Defeat Day’ in its calendar – an oversight the Kremlin would do well to rectify – the Kremlin is already rehearsing for its annual Victory Day parade on May 9.

NEMETHY: Prepare for monetary climate change

Les Nemethy CEO and founder of Euro-Phoenix Financial Advisors April 20, 2022

Monetary climate change (to borrow a phrase from author and columnist Ron Stoeferle) is happening far faster than environmental climate change. And there are some big changes in the works.

Perspectives | Facing food crisis, Tajikistan returns to Washington with begging bowl

Maximilian Hess for EurasiaNet April 20, 2022

Dushanbe is dependent on Russia and indebted to China. Will the IMF come to the rescue?

FPRI BMB Russia: Do we know what we are dealing with?

Alex Nice for FPRI BMB Russia in London April 12, 2022

At the start of this week, it was reported that the Russian Ministry of Energy had stopped publishing monthly data on oil production. Getting hard information on what is going inside Russia is getting harder and that could be a problem.

WORLD BANK: The impact of the war on Ukraine’s poverty and society will be massive.

World Bank April 11, 2022

Ukraine’s economy expanded by 3.4% in 2021 as easing COVID restrictions supported domestic demand and a bumper harvest. This recovery was upended by the onset of war in February 2022, which will see the economy contract by a third.

WORLD BANK: Sanctions set to hobble Russia's economic growth

World Bank April 11, 2022

Russia’s economy expanded by 4.7% in 2021 as easing COVID restrictions supported domestic demand. This recovery was upended by the onset of war in February 2022, which will see the economy contract by roughly 11%.

FPRI BMB Ukraine: Orban denigrates Zelenskiy

FPRI BMB Ukraine April 7, 2022

If Volodymyr Zelenskiy hoped to see a change of government across the Carpathians in Hungary, he’ll have to wait another four years – all the while enduring Viktor Orbán’s small, but near constant, jabs.

EM markets see the first net outflow since March 2021 on war fears

bne IntelliNews April 6, 2022

The Institute of International Finance estimates that emerging market securities suffered a net outflow of $9.8bn in March 2022, the first outflow month since March 2021, as the global investment community goes “risk on” due to the war in Ukraine.

FPRI BMB Ukraine: Bucha atrocities look set to stymie Russo-Ukraine peace talks

FPRI BMB Ukraine April 5, 2022

The atrocities in Bucha, just outside Kyiv, will make the peace talks between Russia and Ukraine more difficult to conclude. The two sides had made headway but several difficult issues remain on the agenda, and progress seems to have stalled.

NEMETHY: From rubble to petroruble: towards the birth of a new monetary order?

Les Nemethy CEO and founder of Euro-Phoenix Financial Advisors April 4, 2022

The recent sanctions against Russia catalysed a sudden fall of the ruble from RUB81 to the dollar to RUB150. But between March 7 and April 3, 2022, the ruble miraculously recovered to RUB85 to the dollar. What happened?

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