🌍 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 🍿: momentum6.substack.com/p/macro-mondays-macro-implications