NEWS & RESEARCH

NEWS

Russian Roulette

BY FERNANDO DE FRUTOS, CFA, PhD The Russian invasion of Ukraine has caught most of us by surprise. The conflict seemed to follow a relatively predictable script. Russia pressed by building up military forces on the Ukrainian border to win concessions, while Western allies threatened with sanctions. But ultimately, a full-scale war was in no … Continued

Should I Stay Or Should I Go?

  • Inferring that we may return to a 70’s-style inflation due to a repetition of the bad policy decisions of that time, is a rather simplistic reading of economic history. Despite the fact that both periods can be characterized by ultra-loose fiscal and monetary policies, inflation this time is a supply-side problem caused by … Continued

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