Last week, Ukraine reportedly came close to attacking the Turk Stream pipeline, a crucial infrastructure link transporting Russian natural gas to Europe via Turkey. As one of the few remaining active gas routes connecting Russia to Europe, its destruction could have had far-reaching consequences for the European energy market and the global economy. © Bruegel [...]
"Casino remains on track to continue selling non-core assets such as Green Yellow and Assai to reduce its debt burden. With the proceeds, Casino will continue to buy back bonds as it did a month a go by doing a tender at par on the 2023 bonds," said Ion-Marc Valahu, fund manager at Geneva-based firm [...]
CLAIRINVEST COSMOPOLITAN GLOBAL MARKET UPDATE AUGUST 31th, 2022 Macroeconomics standpoint: Corporate insiders: are selling at a multiple of 2.3 (selling relative to buying). That is the most since January and a pretty good indicator to be cautious on equities. Inflation: the world is experiencing the worst inflation in 40 years [...]
ClairInvest fund manager Ion-Marc Valahu, who sold his TotalEnergies' shares in June after a rally in the stock, said the second quarter figures were not enough to encourage him to buy back into the stock. "Blowout numbers on all segments as expected given the energy situation. I have sold my position in June given the [...]
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Fed messages all point to inflation 17.02.2022 At the beginning of the year 2022, the FED has come to confirm that the party is definitely over: the dumpsters of cash poured in for years and with which the markets have been stuffed, will irretrievably dry up, and even faster than expected. Because inflation is here [...]
