En ny/oppdatert analyse fra Stockhold School of Economics tegner et interessant bilde av de økonomiske utfordringene for det russiske regimet. Det tar en stund å utarbeide en slik rapport, så jeg tviler på at analysen har tatt med følger av alle Trump sine grep med toll og handelspolitikk.
For de som ikke vil bruke påsken til å lese økonomiske analyser - her er konklusjonen fra Executive Summary:
*Conclusion: The Increasing Vulnerability of the Russian Economy.
The Russian economy remains relatively stable for the moment, but it is on an increasingly precarious footing. While it is superficially resilient, underlying imbalances and structural weaknesses are growing. The fiscal stimulus of the war economy has kept the economy afloat in the short term, but the reliance on opaque financing, distortionary resource allocation, and shrinking fiscal buffers makes it unsustainable in the long term. Contrary to Kremlin narratives, time is not on Russia’s side. Continued Western sanctions, military support to Ukraine, and a unified economic front are essential to constraining Russia’s war machine and amplifying the economic costs of prolonged aggression.*