Russia-Ukraine War: Potential further shocks after the upheaval so far
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A protracted war with territorial stalemate and the worst commodity price impact already behind us
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This seems to be the consensus expectation; it might also be an admission that the future is too difficult to predict
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We take a stab at listing the major upheavals that have passed and the shocks that may lie ahead
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.