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Russia's GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's economy to contract by...
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Following Russia’s invasion of Ukraine, the US and EU announced harsh new sanctions, including banning some Russian banks from SWIFT and freezing the...
Due to events over the past 24 hours, with Russia now intent on installing a “friendly” government in Ukraine, we have moved our global baseline in...
On Monday 21 February, separatist leaders of the so-called Donetsk andLuhansk People’s Republics (LNR and DNR) called on Russia’s PresidentVladimir...
Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern border....
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security and Cooperation in Europe (OSCE), have...
The CBR today surprised the market and us with a 75bp hike, which brought the policy rate to 7.50%. The CBR language has remained hawkish, suggesting...
At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp or 50bp. However, we think a 25bp hike...
The rapid spread of the Delta variant has resulted in a third wave of Covid-19infections, almost as severe as the wave that struck the country last...
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