JohannesBorgen

Long overdue, the thread I promised about ESG investing – mostly personal experience and thoughts. Remember I mostly invest in fins – but not only.

How nice of the ECB wait for a Friday in July to drop a little bombshell that will knock a few billions of bank capital for a happy few.

"Deutsche Bank reports highest second-quarter profits since 2007" I wonder what happened after Q2 2007 ?🧐 (not the summer of love)

Russian AO Raiffeisenbank derecognizes EUR 1.2 billion of expected proceeds from enforcement of legal recourse against Rasperia in Austria That's 1.2bn down the drain (accounting wise, at least, they say the legal challenge remains unchanged)

*US AND EU CLOSE IN ON 15% TARIFF DEAL: FT

Breaking: UniCredit withdraws its offer for Banco BPM on golden power grounds. (A new offer in the fall?)

Finally some common sense ? Bloomberg reports that the BoE is about to ditch retail CBDC plans (for bs reasons). Maybe time for ECB to wake up ?

JPMorgan owns 10% of BPER (which just bought 58% of Sondrio) Who is behind the move?

Hedonic adjustment

Wow je ne m'attendais pas à voir un tir groupé de députés LFI qui applaudissent la libération d'un terroriste qui a tué tant de français. Absolument ahurissant.

Semi confirmed *TRUMP LIKELY TO FIRE POWELL SOON, WHITE HOUSE OFFICIAL SAYS