🌍 Macro Mondays Newsletter 🌍 Monday, September 12th

This week we're diving into the Macro Implications of Ukraine’s Stunning Counteroffensive

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Synopsis:

Europe is in trouble. Along with the European Central Bank’s belatedly hawkish turn, the continent is buckling under the weight of sky-high energy prices. 

Markets are currently flashing warning signs that Europe will soon face a difficult winter as businesses and consumers alike confront crippling energy prices.

Many key questions that remain after reading the full newsletter:

• How widespread are Russian desertions?

• How will Putin react to this shocking setback? Will he escalate?

• Will the Ukrainians continue to push forward or pause to regroup?

• Will this “win” provide enough political capital for European countries to remain aligned with Kyiv ahead of the coming winter?

Keep reading 🍿: https://momentum6.substack.com/p/macro-mondays-macro-implications