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FX weekly: Will Nord-Stream 2 lead gas north but risk assets south?
Geopolitical tensions seem to be rising, and in this week’s weekly we won’t go into the incentive structure seen in different players. We surely hope some of the following is just for domestic posturing, and that a new war between Oceania and Eurasia is not in the offing. There’s at least three hotspots of sorts: i) Eastern Europe: Putin has accused Ukraine for provocations, Merkel has told Putin to withdraw troops, US is reportedly (if CNN is to be trusted...) moving naval assets into the Black Sea, and Russia is slowing down Twitter until mid-May, ii) East Asia: China has sent more jets into Taiwan’s ... (full story)