Bi-Weekly Geopolitical Report – The Ukraine War at Six Months: Some Reflections (September 12, 2022)

by Bill O’Grady | PDF

On February 24, Russian forces entered Ukraine.  Despite warnings from U.S. intelligence about an invasion, the general consensus was that Moscow was merely threatening to act.  Thus, when Russia invaded, Europe was mostly caught by surprise.  Much of what followed was also unexpected.

As we reach the six-month mark of the conflict, we believe it’s worth taking some time to discuss what has surprised us about the war so far, some of the key risks going forward, and the most likely outcome of the conflict.  We will also touch on the lasting changes this war will cause and one important narrative that will likely lose its power.  We will close with our usual look at market ramifications.

View the full report

Note: There is no accompanying Geopolitical Podcast this week.
Previous episodes are always available on our website and most podcast platforms: Apple | Spotify | Google