In this special edition of Macro Monthly, investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss the economic and political implications of the war in Ukraine:

• What are the effects on financial markets?
• What is the macroeconomic impact?
• What does it mean for the energy transition?

As the conflict is still unfolding, it’s impossible to paint a complete picture. Although short-term effects are beginning to show, long-term implications depend largely on the length of the war and its aftermath. All we can say for sure is that the human tragedy is already enormous.

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