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OTOH, intuitively, as EU G&S get's cheaper, the market demand for EU G&S spikes, driving the prices up to a different equilibrium than before. It exasperates shortages in EU with secondary/tertiary supply chain effects slogging down the economy.

One anecdotal example is Czech based JetBrains. They announced a few days ago that they're increasing subscription prices. I presume, they have a huge sales numbers in the US.

I really don't understand macro-econ on this scale, Bloomberg article is good, but would be fascinating to read deep analysis of pros and cons.



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