lorenzo testa

[lorenzo testa @lore_testa_GM]

@JeremyWS Wise advice!

[lorenzo testa @lore_testa_GM]

@JeremyWS Totally agree. Think is safe to sell ps on 0RZ6?

[lorenzo testa @lore_testa_GM]

@Fullcarry So what’s the catch here?

[lorenzo testa @lore_testa_GM]

If the AI build-out is debt-funded and electricity-intensive, what post-energy IRR does it need to generate with the all-in cost of long-term debt approaching 6%? Assume immediate grid access and no capacity constraints—do the underlying unit economics clear the hurdle?

[lorenzo testa @lore_testa_GM]

@SecScottBessent Bro , let’s just fucking end this shit

[lorenzo testa @lore_testa_GM]

@jturek18 Why do you think that happened?

[lorenzo testa @lore_testa_GM]

@DannyDayan5 a lot of it stems from energy affected sub components imo

[lorenzo testa @lore_testa_GM]

@DeItaone Sounds like bs

[lorenzo testa @lore_testa_GM]

@FirstSquawk They fell bc of oil now they’ll reverse back!! U prick

[lorenzo testa @lore_testa_GM]

@TraderBillyAU I see the same on my framework, reflationary regime may still have some time to run tho

[lorenzo testa @lore_testa_GM]

@TraderBillyAU SFRZ6/7 steep then?

[lorenzo testa @lore_testa_GM]

@JeremyWS Is a nice trade

[lorenzo testa @lore_testa_GM]

@fwred @Lagarde She dismissed that v quickly today

[Barry Ritholtz @Ritholtz]

Data for Hormuz Strait vessel traffic, updated every 30 minutes

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(via Torsten Slok of Apollo)

[Econostream @EconoStream]

🔹How often has “good place” been mentioned since the last meeting?
🔹How many policymakers have said “hike”?
🔹How does each governor see the balance of risks?

📰Our #ECBCommentRecap compiles all comments from ECB Governing Council members by category 👇https://t.co/fAICUsURXJ