JohannesBorgen

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

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

*TRUMP INDICATED HE'LL FIRE POWELL, LAWMAKERS SAY: CBS

1 writer whose books I've read 70 or more : 1- Agatha Christie. End of list 🤣

If you're wondering why Unicredit converted its swap into Commerz shares, maybe there's a clue: Expansion reports that EC preparing an infringement proceedings against Spain over BBVA / Sabadell + epxected EC letter opposing UCG/BAMI golden power. Orcel feels he'll win in court

Il y en a des débats idiots sur Twitter, mais en matière politico-economique, le débat sur les aides publiques françaises c'est le top. Rappel utile: baisser les impôts n'est pas une aide publique et les aides publiques ont une définition très précises en droit

Deleted previous tweets because there are conflicting reports

Uh oh A NY judge rejected the motion to dismiss the class action against UBS on the wipeout of AT1 investors. Can we move immediately to discovery please ? @agnostoxxx