OGs and OFZs
Russian political economy in full, plenty more in part.

Latest

Sep
29

Empire of Austerity

In a turn of events that rather surprised me, I'm now in the process of signing a contract to write
6 min read
Sep
26

Referendumb and Referendumber: Shook Ones, Pt. III

The last 48 hours have proven to be another watershed in the Russo-Ukrainian war, one that simultaneously changed everything and
4 min read
Sep
20

Mos Deficit

Last week, a Bloomberg piece concerning the role of defense procurement orders as a 'boost' to the Russian economy caught
8 min read
Sep
14

Mise en Цен

The latest consumer price index and inflation data release in the US has many, myself included, apoplectic at the disconnect
8 min read
Sep
12
Bust A Cap

Bust A Cap

The stunning success of the Ukrainian military's counteroffensive in Kharkiv oblast' and reports of further attacks gaining ground in Luhansk
7 min read
Sep
09
The Lotus Eaters

The Lotus Eaters

With their backs to the wall and crippled by dysfunction and a lack of imagination, Russian officials are starting to spin fairy tales about what the economy will look like in the years ahead.
8 min read
Sep
06
Sino The Times

Sino The Times

For twenty years, Russian policymakers have been threatening Europe with assurances that Gazprom, Rosneft, and the broader array of SOEs
8 min read
Sep
05

Reading The Riot Extract

If it be true we are truly in the grip of a "molecule crisis" as Jeff Currie termed it, then
8 min read
Sep
01
Nobody Knows You When You're Down And Out

Nobody Knows You When You're Down And Out

One of the hardest things as a Russia watcher or analyst tracking the country's economy is taking the news and data we have in hand seriously, but not literally.
8 min read
Aug
31
Oil Sports

Oil Sports

Strikingly these days, no one seems to have any clue what the **** is going on with oil's relationship to risk premia or expectations.
8 min read