Ukraine

Today’s links carry a widely-diverging set of opinions about the moral issues surrounding the situation in Ukraine. But since this is a finance site, I want to discuss the economic issues. I continue to believe the Ukrainian situation will…

The conflict in Ukraine is first and foremost about the violent overthrow of a corrupt regime that was not increasing living standards. But now that Ukraine has appealed to the west, it has become much more about Russia’s sphere of…

By Win Thin A little history lesson about Ukraine and Crimea may help put recent developments into better perspective. What emerges is a very clear understanding of why both Russia and Ukraine feel that they each have historical precedent…

Ukraine's financial situation continued to unravel today as the currency gave up another 10% - and seems to be in free fall.

Themes for today: Real economy deterioration in Argentina, Brazil and Turkey is evident. Ukraine may be isolated without contagion. US data continues to surprise to the downside. Eurozone data may surprise to the upside. Sweden may…

The Russian economy is barely growing. The Russian central bank has no intention of supporting the ruble. We are also seeing some spillover from the Ukrainian mess.

Ukraine's sovereign CDS spread is approaching the high reached right before the Russian bailout was announced. The currency is nearing the pre-bail-out lows.

By Win Thin and Ilan Solot With their backs against the wall, policy changes are ramping up amongst major EM countries. Yet the positive impact has been limited so far. We do note that countries that tightened aggressively and…

By Edward Hugh It’s been a long time now since Paul Krugman spoke of the Ukraine economy epitomising the arrival of what he then termed the “second great depression“, and its been an even longer long time since we lay awake at night…