Since March 2020, Airmic has been issuing Friday Reading, a curated series of readings and knowledge resources sent by email to Airmic members. The objective of Airmic Friday Reading was initially to keep members informed during the Covid-19 pandemic. Today, Airmic Friday Reading has evolved in scope to include content on a wide range of subjects with each email edition following a theme. This page is a searchable archive of all the readings and knowledge resources that have been shared.
Friday Reading Edition 102 (14th April 2022)
With the outlook of the war in Ukraine uncertain, multinational companies with continued exposure to Russia could be wondering what comes next. A longer view on US policymaking sees recent actions as an omen, predicting future weaponizing of regulations, as well as trade realignment and geopolitical division.
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Friday Reading Edition 102 (14th April 2022)
Released April 2022, this report considers the impact of the ongoing conflict in Ukraine, as well as a range of localised issues on the economic outlook, and examine three potential scenarios of the Russia-Ukraine conflict and their impact on global economic growth and inflation.
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Friday Reading Edition 104 (29th April 2022)
[Podcast] Explores the key areas boards need to consider whether that be re-evaluating their businesses in the region or managing the new risks faced by a global economy already struggling with inflation and supply chain disruption.
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Friday Reading Edition 102 (14th April 2022)
Some of the immediate global effects of the Russia-Ukraine crisis are within commodity supply chains, particularly related to food and energy, with potentially long-lasting social and institutional implications.
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Friday Reading Edition 102 (14th April 2022)
[Free to access upon setting up an account] Beyond the devastating human costs, the Russia-Ukraine conflict is disrupting economic conditions and financial and credit markets--with implications for S&P’s credit ratings. Since the conflict began and the subsequent imposition of strict sanctions on Russia by the international community, many macroeconomic and credit implications have begun to reshape markets and the international order.
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Friday Reading Edition 107 (20th May 2022)
The article begins with a perspective on the short- and midterm disruptions and then frame scenarios for the potential impact on livelihoods in Europe, in the belief that some guidelines to bound uncertainty are better than none at all. As conditions change, we will adjust. We conclude with some reflections on implications for business leaders as they navigate yet another crisis.
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Friday Reading Edition 98 (18th March 2022)
Russia and Ukraine rank 11th and 55th respectively in terms of their national economies but, for the global supply of critical resources such as energy, food, and minerals, these two countries together are far bigger hitters – and both the threat and reality of resource flows from them being reduced have already driven up global prices.
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Friday Reading Edition 98 (18th March 2022)
The entire global economy will feel the effects of slower growth and faster inflation. Impacts will flow through three main channels – higher prices for commodities like food and energy will push up inflation further; neighboring economies in particular will grapple with disrupted trade, supply chains, and remittances as well as an historic surge in refugee flows; reduced business confidence and higher investor uncertainty will weigh on asset prices.
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Friday Reading Edition 96 (4th March 2022)
Russia’s invasion has materially altered the near-term outlook for the UK and global economies and increased uncertainty over the path ahead. This article summarises early analysis on the impact on the UK economy via four main channels: energy (and other commodities), trade, financial links and confidence. It concludes with a brief discussion of the possible implications for UK inflation, growth and the outlook for interest rates.
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Friday Reading Edition 116 (29th July 2022)
The invasion of Ukraine has triggered a coordinated policy response that will have ramifications across the globe. This note focuses on the implications for the global financial system and the firms, policymakers, and regulators within it.
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