Marginal Credit

Economics and Finance

[Marginal Credit @CreditFac]

@ClausVistesen @trevgoes4th And they were in a good position with a huge majority. Do the unpopular thing first, reap the results in 3/4 years. Instead they budged at the first sign of pressure from the left of the party

[Marginal Credit @CreditFac]

@QGaslighter It sucks but tbh I am ok with it. Gear up to get the last 2 for the year, and get some rest.

[Marginal Credit @CreditFac]

@fitzr1189 Ireland is very much a happy place in Europe in terms of economic and political trends. But will be the first victim of declining US hegemony, it's time to diversify

[Marginal Credit @CreditFac]

@fitzr1189 Blair Vs Corbyn, and mellow down each side by 20%

[Marginal Credit @CreditFac]

@xvrmdf @thomasforth This is a great point and often overlooked. The US also provides a lot more subsidies in the form of much weaker antitrust enforcement.

[Marginal Credit @CreditFac]

@CavaggioniMario It has been so fun to watch eurodoomers get the TTF angle of this completely wrong. These prices are not low, but they're not a death sentence

[Marginal Credit @CreditFac]

@BisphamGreen You buying gilts bisph?

[Marginal Credit @CreditFac]

@CavaggioniMario This business was bought by lonza in 2016 at 350m EBITDA, not including the ingredients division. Enough said imo

[Marginal Credit @CreditFac]

@stuarthammond14 The grid breaks. Not just an issue of this country, all over the worlds, our grids aren't ready

[Marginal Credit @CreditFac]

@MrMBrown Struggle to see how buying gilts here won't look good in a year's time

[Marginal Credit @CreditFac]

@fitzr1189 Would guess bombed out sentiment and peak rates

[Marginal Credit @CreditFac]

@SStapczynski Euro gas market feels misunderstood and I think it's because of a view that's influenced by antipathy towards European green policies (which is justified). Eni keeps opening and finding new fields, black sea production is ramping and Asian buyers can turn to coal and nuclear

[Marginal Credit @CreditFac]

Javier has been a voice of reason in the X cesspit throughout all this. The best in the biz for a reason

[Javier Blas @JavierBlas]

@rubenesteller @elEconomistaes Wild prediction: in six weeks, planes will still fly in Europe (if the war lasts as long, another release of European reserves of refined products would come, and yes, some — emphasis in some — cancellations will be needed). But Europe doesn’t have just 6 weeks left of jet.

[Javier Blas @JavierBlas]

@rubenesteller @elEconomistaes Wild prediction: in six weeks, planes will still fly in Europe (if the war lasts as long, another release of European reserves of refined products would come, and yes, some — emphasis in some — cancellations will be needed). But Europe doesn’t have just 6 weeks left of jet.

[Marginal Credit @CreditFac]

@QGaslighter Key is to not lose serve straight away here, a classic Sinner move

[Marginal Credit @CreditFac]

@QGaslighter What was the BH pass to set up the MPs? Insane

[Marginal Credit @CreditFac]

@INSLTM Why? Looser docs?

[Marginal Credit @CreditFac]

@stuarthammond14 I work with lots of them and the same sentiment, albeit watered down, seems to be shared widely. It's real end of the empire stuff and the first casualty will be the dollar which will make it increasingly difficult to finance the enormous deficits they are used to run

[Marginal Credit @CreditFac]

@stuarthammond14 The Brent contract is for a June delivery, WTI for a may one.