Can #markets avert a #contagion and keep liquidity crunch in #pe contained? remains to be seen. #justeat paid $7.3bn for #grubhub last year and now they are seeing bids as low as $1 billion.

Spread between 30 year #mortgagerates and US 30yr note hits #crises level. Higher then 2000 and slightly below 2008 levels. Something is breaking,.. #federalreserve has limited maneuvering area lnkd.in/diP4fRYu

#spain 's restrictions on air conditioning use take effect today, with commercial buildings not allowed to set their units to below 27ºC - BBG. A hot summer for #Europe, just got hotter. #energysecurity #energycrisis

Six months in to the Russia/Ukraine conflict. The conflict turned into a war of attrition and the world partially shifted its focus. Much talked commodities are trading below pre-war prices. Crude down 3.5%, Wheat down 14%, Palladium down 10%. lnkd.in/g_VbvzAh

Wow. Talking about deindustrialization of Europe. "The Geneva International Motor Show is moving to #qatar  from #switzerland next year. Organizers attributed the decision to hold the show outside its hometown to unspecified economic, geopolitical and pa…lnkd.in/dSbQttAS

I do not expect Zoltan Pozsar's acronym “TRICKs” , which describes #turkey , #russia , #iran , #china , and #northkorea , to catch on. Also I cannot imagine a #tricks conference going forward also :)

Nothing to see here, just a strong statement!!! #india and #china join #russia for #wargames that include naval drills in the Sea of #japan , starting today. More than 50,000 troops and 5,000 pieces of #military equipment will take part in the week-lo…lnkd.in/duuHCiAB

Assigning blame for #Northstream has become the main topic in the press and social media. But the consequences are more important; #germany now has no alternative to #LNG imports and would compete for cargoes for years to come. Bad news for all LNG import…lnkd.in/gpx5fEsv

How to use a fork to help hanging pictures much easier

We need a new classification for some countries between DM and EM.

BBG reports that 90% of #europe 's #naturalgas storage owned by private companies such as international trading companies, #energy #utilities and industrial groups. It would interesting to see implementation of any #energypricecap going forward

OECD industry oil stocks declined by 8 mb, while government stocks drew by 37.4 mb. OECD total oil stocks fell below 4 000 mb for the first time since 2004. IEA #OOTT

#USA / #China relations are at their lowest point and in line with this #pandadiplomacy recently hit the rock bottom. Now panda diplomacy could be a leading indicator. Hopefully, National Zoo is not spending $1.7m for panda habitat renovation in vain. shorturl.at/jrtJP

RIP #CharlieMunger an inspiration for many and legend in his field.

Great work as usual Tom Holland

#BOJ hikes interest rate and to cut back bond buying. Risk of reversal of #yen carry trade increased a little bit more. Must watch the curve

TEB Portföy is hiring a Multi-Asset Portfolio Manager in Istanbul! 1-4 years exp., any degree, CFA a plus. Apply: [email protected] #FinanceJobs #Istanbul #InvestmentManagement

There's a massive $11tr in AI investments lined up for the next five years. Expect even more partnerships and deals, plus some new faces joining the party. But eventually, things will shake out and we'll likely see some consolidation. #AI linkedin.com/posts/alenbebi…

2026 starts strong: US forces capture Maduro -Trump admin delivers—Monroe Doctrine 2.0 in effect -Canada&Mexico realigning continues -EU takes note on Greenland - Rules-based order? As Thucydides said: the strong do what they can and the weak suffer what they must #Venezuela