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...
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...
SEB Research's view remains that the war will continue throughout 2026, as both parties retain the capabilities, resources, and incentives to keep fighting.
October 21, 2025 at 4:23 PM
SEB Research's view remains that the war will continue throughout 2026, as both parties retain the capabilities, resources, and incentives to keep fighting.
3) As the US equivocates on sending cruise missiles to Ukraine and reports of a Budapest meeting between Putin and Trump, markets are repricing the probability of a ceasefire...
October 21, 2025 at 4:23 PM
3) As the US equivocates on sending cruise missiles to Ukraine and reports of a Budapest meeting between Putin and Trump, markets are repricing the probability of a ceasefire...
2) During the past week Ukraine experienced the largest number of non-intercepted ballistic missile strikes since the war started, and Russia has in recent weeks ramped up attacks on Ukraine's energy infrastructure ahead of winter...
October 21, 2025 at 4:23 PM
2) During the past week Ukraine experienced the largest number of non-intercepted ballistic missile strikes since the war started, and Russia has in recent weeks ramped up attacks on Ukraine's energy infrastructure ahead of winter...
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...
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...
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...
Rough day for the peso
February 3, 2025 at 4:43 PM
Rough day for the peso
Interestingly timed leaked intelligence documents indicating IRGC is increasingly controlling the oil export revenues www.reuters.com/world/middle...
December 18, 2024 at 3:46 PM
Interestingly timed leaked intelligence documents indicating IRGC is increasingly controlling the oil export revenues www.reuters.com/world/middle...
Despite Iran officially having a fixed exchange rate, it's unofficial FX rates has in recent years experienced TRY-level volatility
December 18, 2024 at 3:46 PM
Despite Iran officially having a fixed exchange rate, it's unofficial FX rates has in recent years experienced TRY-level volatility
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
Some more thoughts on the fall of Assad in this week's EM Monitor research.sebgroup.com/macro-ficc/r...
December 13, 2024 at 12:15 PM
Some more thoughts on the fall of Assad in this week's EM Monitor research.sebgroup.com/macro-ficc/r...
Reminder what any new Syrian government has to deal with wrt the economy. GDP per capita is basically back to its 1973 levels.
December 9, 2024 at 1:00 PM
Reminder what any new Syrian government has to deal with wrt the economy. GDP per capita is basically back to its 1973 levels.
In this week's EM Monitor, I focus on South Korea's political crisis and its regional implications research.sebgroup.com/api/attachme...
December 6, 2024 at 9:14 AM
In this week's EM Monitor, I focus on South Korea's political crisis and its regional implications research.sebgroup.com/api/attachme...
In this week's SEB EM Monitor: China's Trump 2.0 Shock? research.sebgroup.com/macro-ficc/r...
November 22, 2024 at 9:40 AM
In this week's SEB EM Monitor: China's Trump 2.0 Shock? research.sebgroup.com/macro-ficc/r...
A concern over Iran's path to nuclear weapons is less that it would start mass-producing them, but that it would attempt to produce a few stealthily research.sebgroup.com/macro-ficc/r...
November 19, 2024 at 4:05 PM
A concern over Iran's path to nuclear weapons is less that it would start mass-producing them, but that it would attempt to produce a few stealthily research.sebgroup.com/macro-ficc/r...
Investors have been making bets on Ukrainian bonds on hopes of Trumpian peace deal. Today's events shows the risks inherent in this strategy www.reuters.com/markets/rate...
November 19, 2024 at 10:01 AM
Investors have been making bets on Ukrainian bonds on hopes of Trumpian peace deal. Today's events shows the risks inherent in this strategy www.reuters.com/markets/rate...
My recent piece on Trump and Iran research.sebgroup.com/macro-ficc/r...
November 13, 2024 at 12:19 PM
My recent piece on Trump and Iran research.sebgroup.com/macro-ficc/r...