diego77

*GERMAN 10-YEAR BOND YIELD RISES TO THE HIGHEST SINCE 2011

RWE Was Short European Gas Before Biggest Rally in Years Summary by Bloomberg AI RWE AG Chief Executive Officer Markus Krebber predicts a weak trading result due to the company's trading division being positioned for declining gas prices. The company had been expecting gas prices to decline, but the outlook was upended by the first attacks on Iran, which caused European gas futures to jump. Higher energy prices are expected to weigh on demand, and RWE had forecast strong power demand growth, but the crisis is now likely to slow consumption in Europe.

Cleveland research report....Anthropic is emerging as a competitive threat for SAP and enterprise apps more broadly. See potential for our signings growth to flatten out as a result. Our clients are closely evaluating Anthropic as we speak and reconsidering their 9-figure SAP investment.

Today the move is coming properly

WATCH OUT SDF GY: *US LIFTS SANCTIONS ON BELARUSKALI, BELARUSIAN POTASH CO: BELTA

@germantrader71 hoffe du kannst gut schlafen :-)

Vincorion-Zureilung: 10 Aktien pro Auftrag fuer Private… are you kidding me?? 😂

Before the major wave of sanctions began in 2021, Belarus was a global "titan" in the potash market. Because it holds roughly 23% of the world's known potash reserves, the country's state-owned monopoly, Belaruskali, was one of the most powerful players in international agriculture.

*JPMORGAN, GOLDMAN OFFER HEDGE FUNDS WAY TO SHORT PRIVATE CREDIT

Sentiment pos article on bayer: Bayer: CEO Bill Anderson wins over Donald Trump in the glyphosate dispute The lobbying campaign by Bayer CEO Bill Anderson is having an effect. The chances are increasing that the company will score a victory in the glyphosate war. manager-magazin.de/unternehmen/in…

Kontron AG Consensus Rating 5.00 Buys 100.0% 10 Holds 0.0% 0 Sells 0.0% 0

WATCH OUT WAF GY: Sumco/Globalwafers up 6/9 p in Asia, Waf had a good move yesterday already tho but still

Watch LHA GY Air travel tax set to be cut by billions… A new draft bill reveals that the government plans to reduce the air travel tax in the middle of the year. faz.net/aktuell/wirtsc…

*SEWING: HAVEN'T LOST A CENT IN 10 YEARS IN PRIVATE CREDIT famous last words :-)

DBK upgrades: KONE Corporation: Upgrade to BUY, better growth in 2026 and 2027,

Blue Owl…Blackstone…Blackrock…Cliffwater…Morgan Stanley…Deutsche Bank…. “Don’t worry, it’s idiosyncratic…” “Just don’t ask for your money back!” “Gotta go, Jamie Dimon is calling me.”

booom :-)

Telefonica halts plans for 1&1 takeover until delays to network rollout are resolved (OK Diario) okdiario.com/economia/empre…

Trump says he thinks Iran's new supreme leader is alive but 'damaged' reuters.com/world/trump-sa…

Deutsche Bank Flags a $30 Billion Exposure to Private Credit Summary by Bloomberg AI Deutsche Bank AG flagged a €26 billion exposure to private credit, an asset class grappling with fund redemptions and scrutiny of underwriting standards. The $1.8 trillion private credit market is witnessing an exodus of investors after high-profile corporate blowups led to concerns over loan quality and exposure to software firms. Deutsche Bank plans to expand its own private credit offering through selective regional expansion and joint development of innovative products and digital investment solutions with its private bank.

Aumovio Rated New Outperform at Oddo BHF; PT 50 euros