As the war in Ukraine is unfolding, it’s impossible to paint a complete picture. The short-term effects are beginning to show, but the long-term effects depend for a large part on the length of the war and its aftermath. All that we can say for sure is that the human tragedy is enormous.
In this special edition of our podcast series Macro Monthly, investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss the economic, financial, and political implications of the war in Ukraine.
- Macroeconomic impact of the war
- Consequences for the financial markets
- Policy responses and sustainability transitions
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