Erik Meyersson
@meyersson.bsky.social
Chief Emerging Markets Strategist at SEB. Macro, markets, and geopolitics. Personal account, views are my own.
New SEB EM Update: What’s in the US-Russian settlement plan for Ukraine? research.sebgroup.com/macro-ficc/r...
November 21, 2025 at 10:15 AM
New SEB EM Update: What’s in the US-Russian settlement plan for Ukraine? research.sebgroup.com/macro-ficc/r...
New SEB Conflict Update: The War on Ukraine’s Energy Infrastructure research.sebgroup.com/api/attachme...
November 13, 2025 at 7:34 AM
New SEB Conflict Update: The War on Ukraine’s Energy Infrastructure research.sebgroup.com/api/attachme...
Reposted by Erik Meyersson
FIFA awarding a "peace prize" to Trump would be so absolutely on-brand, a truly genius innovation.
November 5, 2025 at 8:30 PM
FIFA awarding a "peace prize" to Trump would be so absolutely on-brand, a truly genius innovation.
New SEB EM Focus: The Crude Returns to Regime Change in Venezuela research.sebgroup.com/api/attachme...
October 31, 2025 at 6:14 AM
New SEB EM Focus: The Crude Returns to Regime Change in Venezuela research.sebgroup.com/api/attachme...
New SEB EM Update: Can Trump push Putin to negotiate with the threat of sanctions?
research.sebgroup.com/macro-ficc/r...
research.sebgroup.com/macro-ficc/r...
SEB Research
research.sebgroup.com
October 24, 2025 at 9:36 AM
New SEB EM Update: Can Trump push Putin to negotiate with the threat of sanctions?
research.sebgroup.com/macro-ficc/r...
research.sebgroup.com/macro-ficc/r...
Three key events in the Russia-Ukraine conflict last week:
1) Ukraine's strikes on Russian energy facilities are starting to show up in the data. As per the latest weekly CPI data, gasoline prices are increasing at a month-on-month annualized rate of 48.4%, the highest rate since 2020.
1) Ukraine's strikes on Russian energy facilities are starting to show up in the data. As per the latest weekly CPI data, gasoline prices are increasing at a month-on-month annualized rate of 48.4%, the highest rate since 2020.
October 21, 2025 at 4:23 PM
Three key events in the Russia-Ukraine conflict last week:
1) Ukraine's strikes on Russian energy facilities are starting to show up in the data. As per the latest weekly CPI data, gasoline prices are increasing at a month-on-month annualized rate of 48.4%, the highest rate since 2020.
1) Ukraine's strikes on Russian energy facilities are starting to show up in the data. As per the latest weekly CPI data, gasoline prices are increasing at a month-on-month annualized rate of 48.4%, the highest rate since 2020.
Amid the Turkish government's crackdown on private business and investors' bets on how long the central bank can retain its rate-setting autonomy, it's useful to periodically ask where Turkey is on the instutitional plane.
October 21, 2025 at 4:16 PM
Amid the Turkish government's crackdown on private business and investors' bets on how long the central bank can retain its rate-setting autonomy, it's useful to periodically ask where Turkey is on the instutitional plane.
Some context to my comments in today's Bloomberg article on the ongoing purges in Turkey www.bloomberg.com/news/article...
October 21, 2025 at 4:14 PM
Some context to my comments in today's Bloomberg article on the ongoing purges in Turkey www.bloomberg.com/news/article...
Indonesia to become the second foreign military to operate Chinese jets after Pakistan www.scmp.com/news/china/m...
October 16, 2025 at 7:36 AM
Indonesia to become the second foreign military to operate Chinese jets after Pakistan www.scmp.com/news/china/m...
New SEB EM Focus: Unresolved rivalries and military imbalances raise demand for Chinese arms in the Middle East research.sebgroup.com/macro-ficc/r...
October 16, 2025 at 6:48 AM
New SEB EM Focus: Unresolved rivalries and military imbalances raise demand for Chinese arms in the Middle East research.sebgroup.com/macro-ficc/r...
Some comments on Putin, Trump, snakes, and hooves research.sebgroup.com/macro-ficc/r...
SEB Research
research.sebgroup.com
March 2, 2025 at 7:08 PM
Some comments on Putin, Trump, snakes, and hooves research.sebgroup.com/macro-ficc/r...
"Peace in Turkey? Not So Fast" - my initial thoughts on today's momentous declaration by Öcalan research.sebgroup.com/macro-ficc/r...
SEB Research
research.sebgroup.com
February 27, 2025 at 9:59 PM
"Peace in Turkey? Not So Fast" - my initial thoughts on today's momentous declaration by Öcalan research.sebgroup.com/macro-ficc/r...
Reposted by Erik Meyersson
I learnt a lot from my conversation with Sergei Guriev on what's really going on in the Russian economy, and so will you. My latest podcast for the FT's Economics Show, standing in for the great @soumayakeynes.ft.com as host. www.ft.com/content/c68d...
The real Russian economy. With Sergei Guriev.
How long can Russia fund a war in Ukraine?
www.ft.com
February 17, 2025 at 3:45 PM
I learnt a lot from my conversation with Sergei Guriev on what's really going on in the Russian economy, and so will you. My latest podcast for the FT's Economics Show, standing in for the great @soumayakeynes.ft.com as host. www.ft.com/content/c68d...
In this week's SEB EM Monitor we cover the Scramble for Ukraine marketsresearch.sebank.se/api/attachme...
February 14, 2025 at 9:16 AM
In this week's SEB EM Monitor we cover the Scramble for Ukraine marketsresearch.sebank.se/api/attachme...
Reposted by Erik Meyersson
Like other economists I'm being asked to comment on Trump tariffs.
We should do so - it's our job.
But first we should make the point stated eloquently here by @alanbeattie.bsky.social
www.ft.com/content/c26b...
We should do so - it's our job.
But first we should make the point stated eloquently here by @alanbeattie.bsky.social
www.ft.com/content/c26b...
February 3, 2025 at 2:28 PM
Like other economists I'm being asked to comment on Trump tariffs.
We should do so - it's our job.
But first we should make the point stated eloquently here by @alanbeattie.bsky.social
www.ft.com/content/c26b...
We should do so - it's our job.
But first we should make the point stated eloquently here by @alanbeattie.bsky.social
www.ft.com/content/c26b...
Rough day for the peso
February 3, 2025 at 4:43 PM
Rough day for the peso
Reposted by Erik Meyersson
The leaders of the Baltic and Nordic countries have tasked ex-NATO SG Jens Stoltenberg to write a report on how to deepen the Nordic-Baltic cooperation.
Happy to see this, especially since investing in the NB8-cooperation was my recommendation to Norway last year 😉
Happy to see this, especially since investing in the NB8-cooperation was my recommendation to Norway last year 😉
Jens Stoltenberg får ny rolle: Skal utrede forsvarssamarbeid i Norden og Baltikum
Jens Stoltenberg får nå et nytt oppdrag: Han skal utrede et tettere samarbeid om forsvar og sikkerhet mellom de åtte landene i Norden og Baltikum.
www.vg.no
January 15, 2025 at 1:44 PM
The leaders of the Baltic and Nordic countries have tasked ex-NATO SG Jens Stoltenberg to write a report on how to deepen the Nordic-Baltic cooperation.
Happy to see this, especially since investing in the NB8-cooperation was my recommendation to Norway last year 😉
Happy to see this, especially since investing in the NB8-cooperation was my recommendation to Norway last year 😉
78
A bold take on podcasting from my (temporary) replacement Martin Wolf…
January 15, 2025 at 1:44 PM
78
Reposted by Erik Meyersson
Mr Sharaa met ”the military factions” to discuss the future shape of Syria’s armed forces. It would be interesting to check who is in the pictures and make a list of groups, but I am, unfortunately, too old, tired, and otherwise employed for that kind of labor.
Source: t.me/G_CSyriaa/87
Source: t.me/G_CSyriaa/87
December 21, 2024 at 6:47 PM
Mr Sharaa met ”the military factions” to discuss the future shape of Syria’s armed forces. It would be interesting to check who is in the pictures and make a list of groups, but I am, unfortunately, too old, tired, and otherwise employed for that kind of labor.
Source: t.me/G_CSyriaa/87
Source: t.me/G_CSyriaa/87
As in: an illiberal constitution with the semblance, but not the substance, of democracy? A state to repress, rather than to protect, citizens’ freedoms?
www.middleeasteye.net/news/turkey-...
www.middleeasteye.net/news/turkey-...
Erdogan says Turkey will help Syria restructure state and draft constitution
Turkish leader says Ankara will provide energy and humanitarian aid to the fledgling administration in Damascus
www.middleeasteye.net
December 20, 2024 at 1:32 PM
As in: an illiberal constitution with the semblance, but not the substance, of democracy? A state to repress, rather than to protect, citizens’ freedoms?
www.middleeasteye.net/news/turkey-...
www.middleeasteye.net/news/turkey-...
Iran's currency crisis appears to be deepning, judging by unofficial FX rates and today's AP quote of 777k IRR per USD
December 18, 2024 at 3:46 PM
Iran's currency crisis appears to be deepning, judging by unofficial FX rates and today's AP quote of 777k IRR per USD
Friendly reminder that if you think currency weakness has been an issue in Turkey, the unofficial FX in Iran has has seen an even worse trajectory
December 16, 2024 at 9:55 AM
Friendly reminder that if you think currency weakness has been an issue in Turkey, the unofficial FX in Iran has has seen an even worse trajectory
One intperpretation of Assad funneling some 2 tonnes of cash to Moscow since 2018 is that his regime may have been more vulnerable than what was previously believed www.ft.com/content/84ef...
Assad dispatched $250mn of Syria’s cash to Moscow
Central bank sent planeloads of dollars in 2018 and 2019 when dictator was indebted to the Kremlin
www.ft.com
December 16, 2024 at 9:07 AM
One intperpretation of Assad funneling some 2 tonnes of cash to Moscow since 2018 is that his regime may have been more vulnerable than what was previously believed www.ft.com/content/84ef...
Reposted by Erik Meyersson
“The EU will not lift sanctions on Syria before its new rulers ensure minorities are not persecuted and women's rights are protected within a unified government that disavows religious extremism, the EU's top diplomat said.”
Suleiman al-Khalidi & @reuters.com: www.reuters.com/world/middle...
Suleiman al-Khalidi & @reuters.com: www.reuters.com/world/middle...
Syria sanctions relief premature for now, top EU official says
The EU will not lift sanctions on Syria before its new rulers ensure minorities are not persecuted and women's rights are protected within a unified government that disavows religious extremism, the EU's top diplomat said.
www.reuters.com
December 15, 2024 at 9:05 PM
“The EU will not lift sanctions on Syria before its new rulers ensure minorities are not persecuted and women's rights are protected within a unified government that disavows religious extremism, the EU's top diplomat said.”
Suleiman al-Khalidi & @reuters.com: www.reuters.com/world/middle...
Suleiman al-Khalidi & @reuters.com: www.reuters.com/world/middle...
Reposted by Erik Meyersson
Update. A larger number of Russian transport aircraft can now be seen at Khmeimim. The S-400 battery is packing up for transport. The tactical aviation is still there, but there is a withdrawal under way.
December 13, 2024 at 12:06 PM
Update. A larger number of Russian transport aircraft can now be seen at Khmeimim. The S-400 battery is packing up for transport. The tactical aviation is still there, but there is a withdrawal under way.