What do you think will be the impact for Cloud Software Group ?
1 reply
Petrol prices increase. Energy bills increase. Inflation. Cost of life increase. Real estate costs increase. With current gentrification in middle-large cities: demand declines, risk of real estate bubble.
That, and AI productivity boost hitting labor market as a tsunami might strain the economy.
IT budgets decrease (or at best stay stable). More customers migration, especially if CSG does not change its commercial practices. Some companies might however benefit from military contracts, but US global debt will increase.
It depends a lot on how it could last, but this war is already not very popular: nothing less than a regime change will be acceptable for US voters, and this cannot be done in a couple of weeks. It might also require boots on the ground, and make this conflict longer with more consequences for the world economy. And thus companies like CSG.