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@urban_comp Thanks so much and congrats on the looks, I wish I could find the brown one anywhere :D

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@Noahpinion Good thread but hard pass on the zakkyo model imo. causes buildings to be ugly / just billboards, the neon jungle gets tiring quickly, walking around is less pleasant due to density, low neighbourhood charm, can’t peek inside from street level (opposite of serendipity).

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@jeuasommenulle Both? If they raise less / none via rights issue and more via sales or stretching a bit here and there -> s-t relief on the equity but worse l-t for credit folks?

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@MagnusMacro See Chagall's windows at Fraumunster

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@colas We all liars

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@fr_amodeo @HeathrowAirport @MPSHeathrow @Gatwick_Airport @LDNLutonAirport @MpsLondon So long that you're not coming from a red country or have visited one in the previous 10 days

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@fr_amodeo @HeathrowAirport @MPSHeathrow @Gatwick_Airport @LDNLutonAirport @MpsLondon I don't think you need to quarantine, see below ("landside transit") https://t.co/jiZhjVMEwh

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@jeuasommenulle And that's before you consider the impact of the higher cost of equity..

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@JoePompliano @nytimes Which signing bonus, the sponsorship or his NFL contract?

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@jeuasommenulle It's the annual step down though, not an ad hoc move (started in 18 if I remember correctly), and it's a forward rate that drives the extrapolation from spot after the LLP🤓

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@MiAirports chi arriva a linate da UK tra il 10-21 dicembre può sempre fare il tampone all'arrivo, o serve tampone fatto 48h pre partenza? Grazie!

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@jeuasommenulle Strategic defaulting? Don't you have to give that data to get a loan to begin with? If the wealth is there (or rather "somewhere"), why did the loan need restructuring in the 1st place?

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@MiAirports Grazie, proverò ma dovrò chiedere a qualcuno di chiamare per me, I numeri verde non sono disponibili dall'estero. Sarebbe utile avere questa informazione sul sito. Grazie ancora

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@jeuasommenulle Merci!

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@jeuasommenulle Does the country sum include exposures by non domestic banks?random example: does CZ include erste and kbc's local units?

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@colas Grbld f frt, f frt d n gmb

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@jeuasommenulle Fwiw, I think KFW issues directly, without going via the commercial banks. Not sure that's captured in a LFL way in those stats.

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@jeuasommenulle There's a perfect Italian sentence for it, but it's NSFW