# ![@MyCriticalView Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1900896120076640256.png) @MyCriticalView World Market Trends

World Market Trends posts on X about france, $bak, debt, prime minister the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1900896120076640256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1900896120076640256/c:line/m:interactions.svg)

- [--] Week [-----] +372%
- [--] Month [-----] +171%
- [--] Months [------] +824%

### Mentions: [--] [#](/creator/twitter::1900896120076640256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1900896120076640256/c:line/m:posts_active.svg)

- [--] Month [--] -22%
- [--] Months [--] +59%

### Followers: [--] [#](/creator/twitter::1900896120076640256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1900896120076640256/c:line/m:followers.svg)

- [--] Week [--] +4.30%
- [--] Month [--] +26%
- [--] Months [--] +145%

### CreatorRank: [---------] [#](/creator/twitter::1900896120076640256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1900896120076640256/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  53% [countries](/list/countries)  49% [stocks](/list/stocks)  15% [currencies](/list/currencies)  12% [automotive brands](/list/automotive-brands)  2% [technology brands](/list/technology-brands)  2% [financial services](/list/financial-services)  1% [travel destinations](/list/travel-destinations)  1% [social networks](/list/social-networks)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[france](/topic/france) 17%, [$bak](/topic/$bak) #10, [debt](/topic/debt) 11%, [prime minister](/topic/prime-minister) 11%, [$dxy](/topic/$dxy) 10%, [tariffs](/topic/tariffs) 9%, [china](/topic/china) 8%, [germany](/topic/germany) 8%, [in the](/topic/in-the) 7%, [mexico](/topic/mexico) 7%

**Top accounts mentioned or mentioned by**
[@allkaresearch](/creator/undefined) [@bbcworld](/creator/undefined) [@valbednarik](/creator/undefined) [@calvinfroedge](/creator/undefined) [@eurozone](/creator/undefined) [@marcelo12650938](/creator/undefined) [@hodophiliac](/creator/undefined)

**Top assets mentioned**
[Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Novartis AG (NVS)](/topic/novartis)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$bak I still don't see this happening. Grok estimates that in a Ch. [--] scenario Braskem SA equity in BI would be totally wiped out. This really seems to be the worst case scenario for Braskem. As a European I don't fully understand the cultural aspects but I have the impression that the Brazilian press often takes a negative view on the Mexican BI situation. https://twitter.com/i/web/status/2019510273304826067 https://twitter.com/i/web/status/2019510273304826067"  
[X Link](https://x.com/MyCriticalView/status/2019510273304826067)  2026-02-05T20:35Z [--] followers, [---] engagements


"Highlights from the Braskem Idesa debt restructuring update Jan 12: Company confirms running near-full capacity with new ethane terminal. [----] should show 32% revenue boost Margins and EBITDA will outperform for the next two years This is clearly the turnaround we were hoping for. However short-term cash crunch is also evident: Negative FCF projected in 2026/2027 without restructuring Solutions: Braskem wants to minimize additional investment (they cant afford it) and resolve by milking the bond holders the AHG does not accept & wants to resolve mostly by new equity capital injection."  
[X Link](https://x.com/MyCriticalView/status/2011100890694914276)  2026-01-13T15:39Z [--] followers, [----] engagements


"i just noticed the Braskem Idesa bonds are up two days in a row (over 3%) since the Jan [--] press release. This could be because anyone in the AHG negotiating with Braskem was blocked from trading due to insider information rules. Now that the status of the negotiations is in the public domain they can trade again. And if they are buying it's a good sign. https://twitter.com/i/web/status/2011194193842942122 https://twitter.com/i/web/status/2011194193842942122"  
[X Link](https://x.com/MyCriticalView/status/2011194193842942122)  2026-01-13T21:50Z [--] followers, [---] engagements


"$bak "Mexico has the best trade deal in the world with the US" said Howard Lutnick on Bloomberg at Davos thanks to the USMCA As much as 85% of Mexican & Canadian exports to the US face zero duties Despite last year's negative headlines anyone crunching the numbers could see Mexico would benefit from Trump's tariffs thanks to USMCA advantages and supply-chain shifts away from China to Mexico This was a key macro reason I stayed confident in Braskem Idesa: More exports to the US = more plastic demand and for USMCA compliance it's best to produce those plastics right in Mexico #Mexico #USMCA"  
[X Link](https://x.com/MyCriticalView/status/2014338392775909812)  2026-01-22T14:04Z [--] followers, [---] engagements


"$BAK Another sign Braskem is committed to avoiding default and pushing for an out-of-court settlement. Made the interest payment on hybrid bonds due [----]. #Braskem #BAK #Petrochemicals https://www.bloomberg.com/news/articles/2026-01-23/braskem-makes-interest-payment-on-pandemic-era-hybrid-bondssrnd=homepage-europe https://www.bloomberg.com/news/articles/2026-01-23/braskem-makes-interest-payment-on-pandemic-era-hybrid-bondssrnd=homepage-europe"  
[X Link](https://x.com/MyCriticalView/status/2014946944016101674)  2026-01-24T06:22Z [--] followers, [---] engagements


"I'm doubtful about a sustainable Chinese recovery until homeowner equity growth feeds the wealth effect. My wife is from Central Asia where I observed how deeply the wealth effect from home ownership is ingrained in the cultures where widespread corruption and instability has existed for decades. The middle class sees real estate as the only safe investment often tying up their life savings there. Housing constitutes 60-70% of household wealth in urban China far higher than in developed economies. When Xi disrupted the market he eroded the saved-up equity of millions of Chinese families who"  
[X Link](https://x.com/MyCriticalView/status/2020414072349421608)  2026-02-08T08:27Z [--] followers, [--] engagements


"The progressive Anglo-Saxon press focuses in on every political issue in the UK and the US while they censor almost everything coming out of EU countries like France and Germany. They take advantage of the fact the most don't speak our languages to layer on mis-information that can't be easily cross-checked. The UK is like kindergarten compared to the craziness in France. #EURUSD #EURGBP #GBPUSD #Forex #Macro #EuropeanEconomy #UKPolitics #France #Germany #Bloomberg $dxy"  
[X Link](https://x.com/MyCriticalView/status/2020797182236917968)  2026-02-09T09:49Z [--] followers, [--] engagements


"French unemployment hits 7.9% in Q4 [----] highest level since [----]. Youth unemployment jumps to a very worrying 21%. With the new growth-restrictive [----] budget + the highest taxes in Europe expect French unemployment to keep rising in [----] #Chmage #France #Unemployment #YouthUnemployment #FrenchEconomy #Budget2026 #Macro #Forex #EURUSD $DXY https://www.lefigaro.fr/social/le-taux-de-chomage-atteint-7-9-au-quatrieme-trimestre-2025-au-plus-haut-niveau-depuis-2021-20260210"  
[X Link](https://x.com/MyCriticalView/status/2021129972346138937)  2026-02-10T07:51Z [--] followers, [--] engagements


"$dxy #EU You got it right. For years we worried about Italy and Greece but now France has become the European problem child and will continue to fall in the coming years. Expect slowing growth and credit crisis. So Meloni is doing something right that simply cannot be denied. And Macron is the biggest loser of modern times. Can't be denied either. https://twitter.com/i/web/status/2021133574255071478 https://twitter.com/i/web/status/2021133574255071478"  
[X Link](https://x.com/MyCriticalView/status/2021133574255071478)  2026-02-10T08:06Z [--] followers, [--] engagements


"$QVCGA Story is on Bloomberg but nothing really new. Maybe this will prompt an official comment now"  
[X Link](https://x.com/MyCriticalView/status/2021315342874628162)  2026-02-10T20:08Z [--] followers, [---] engagements


"$QVCGA: By my math about $32 million in LINTA bond coupons was paid over the last [--] weeks. It seems odd they would have "wasted" those millions if they are about to file Ch11. Another LINTA coupon is payable next Monday. Let's see what happens. Its one of the exchangeable ones linked to the DTL. https://twitter.com/i/web/status/2021730670284845477 https://twitter.com/i/web/status/2021730670284845477"  
[X Link](https://x.com/MyCriticalView/status/2021730670284845477)  2026-02-11T23:38Z [--] followers, [---] engagements


"$QVCGA Just seen on Bloomberg. No story yet"  
[X Link](https://x.com/MyCriticalView/status/2021305592694948096)  2026-02-10T19:29Z [--] followers, [----] engagements


"$bak Despite Braskem Idesa's financial distress & missed bond payment its Term Loan was upsized by $85M in Oct 2025likely by Slim's Banco Inbursaproviding key liquidity as the TQPM & utilization rates ramp to 90% from Q4'25 onward as per the 12.01.26 press release with operational projections. This cash injection signals Slim's strong confidence in BI's recovery & cash gen once stabilized. Short-term liquidity is tight (negative EBITDA & cash flow) but restructuring materials project EBITDA rebound to $59M in [--] and positive FCF by Q3'27. This doesn't look like a Ch11 situation. #BraskemIdesa"  
[X Link](https://x.com/MyCriticalView/status/2022466553858474114)  2026-02-14T00:22Z [--] followers, [---] engagements


"Why doesn't it look like a Ch11 situation Today Braskem owns 75% of a valuable ethane-based petrochem plant with an addressable shortterm liquidity problem. In bankruptcy lenders and secured bond holders will be paid out first leaving Braskem and Idesa with close to nil. Makes more sense to overcome the shortterm liquidity issues. https://twitter.com/i/web/status/2022474581324238993 https://twitter.com/i/web/status/2022474581324238993"  
[X Link](https://x.com/MyCriticalView/status/2022474581324238993)  2026-02-14T00:54Z [--] followers, [--] engagements


"$QVCGA $QVCGP Lot of talk about prospects for the As and Ps. Below chart shows key holders of As Bs and Ps as of lastyear. Maffei effectively controls the company now not Malone with 90% of Bs with 10x voting rights. Malone Contrarious FPR Vanguard and Maffei together have a third of the As. Does this indicate a priority on salvaging the As and Bs https://twitter.com/i/web/status/2022618396316066217 https://twitter.com/i/web/status/2022618396316066217"  
[X Link](https://x.com/MyCriticalView/status/2022618396316066217)  2026-02-14T10:26Z [--] followers, [---] engagements


"$QVCGA $QVCGP If so I think the problem they are having is disentangling them from the LINTA bonds because theoretically these bonds are higher in the bankrupcty recovery pecking order. And the fact they are still paying the coupons would seem to support that. There are legal ways to ring-fence out the LINTA bonds but this could probably be fought in court slowing down the whole restructuring and not clear if they have the liquidity to survive a long court battle. https://twitter.com/i/web/status/2022619947386495426 https://twitter.com/i/web/status/2022619947386495426"  
[X Link](https://x.com/MyCriticalView/status/2022619947386495426)  2026-02-14T10:32Z [--] followers, [---] engagements


"US-China Trade War: Its great news for the whole world that China and the US's Scott Bessent will meet in Switzerland (my home country) in the next few days. Regrettably the biggest negotiating advantage the Chinese have is the US media which is doing its best to scare the American public into believing that the Chinese have the stronger hand. This is flying in the face of the facts. The Chinese clearly have a lot more at stake. The trade imbalance numbers speak for themselves. The Americans risk higher prices for toys and a limited number of other product categories but the Chinese risk"  
[X Link](https://x.com/MyCriticalView/status/1920210940039213365)  2025-05-07T20:15Z [--] followers, [--] engagements


"Sell America: The Trend from USD to EUR assets. In the 1st full working week since the Easter & May 1st holidays the trend was still visible but much weaker than in March/April. It was most often present during European market hours while during US market hours there was a strong reverse trend back into USD assets. Asia was mixed going in both directions depending on the day. Ultimately the Fed decision & the US/UK deal lifted the USD during the week. It seems like the Trump deal announcement FOMO is the dominating trend right now"  
[X Link](https://x.com/MyCriticalView/status/1921143656565625178)  2025-05-10T10:01Z [--] followers, [--] engagements


"Trump tariffs: Trump set the world stock markets into a steep dive with his infamous Liberation Day tariffs. Scott Bessent's agreements with China made markets jump today. As of May [--] most markets around the world have now recovered🍾🍾"  
[X Link](https://x.com/MyCriticalView/status/1922027050522542186)  2025-05-12T20:32Z [--] followers, [--] engagements


"Switzerland: Posted flash Q1 GDP growth of 0.7% at the high end of estimates. Q1 Production Data was also released showing an explosion in production especially in pharma which accounts for 50% of Swiss exports to US. This looks like tariff front-loading as in China and Germany. This could be the last good GDP number of 2025"  
[X Link](https://x.com/MyCriticalView/status/1923287388807115099)  2025-05-16T08:00Z [--] followers, [--] engagements


"Switzerland: The Swiss Secretariat for Economic Affairs confirmed that Q1 GDP was strongly impacted by foreign trade figures that showed a real export boost in March & hinted this was Trump tariff front-loading (SRF News). GDP growth is expected to decline for the rest of the year"  
[X Link](https://x.com/MyCriticalView/status/1923299521385086985)  2025-05-16T08:48Z [--] followers, [--] engagements


"Breaking News: President Xi Jinping has approved a new map renaming the Gulf of Mexico to the Gulf of America along with a few other minor changes😀"  
[X Link](https://x.com/MyCriticalView/status/1924046965437813228)  2025-05-18T10:18Z [--] followers, [--] engagements


"Ukraine: Zelensky & Vance both attended the Mass of Inauguration for Pope Leo XIV in Rome today. They had what seems to have been a good half hour discussion. Tomorrow Trump will speak with Putin and then afterwards with Zelensky & European leaders. Let's hope for confirmation of the long waited ceasefire"  
[X Link](https://x.com/MyCriticalView/status/1924204880425853350)  2025-05-18T20:46Z [--] followers, [--] engagements


"Poland: Pro-Tusk Liberal Trzaskowski won a narrow victory in Poland's presidential election & a run-off with conservative Nawrocki on June 1st will select Poland's next president. Tusk opponents had a slight edge in the 1st round & the swing votes of Holownia's centrist christian democrat party will be key in deciding who wins"  
[X Link](https://x.com/MyCriticalView/status/1924416045013508571)  2025-05-19T10:45Z [--] followers, [--] engagements


"@BBCWorld Dear BBC your covering of this event was really disappointing. It was a good open exchange & Trump was well-behaved. He didn't deserve your excessive criticism. Your down-playing of the intimidation and murdering of the farmers is outright disrespectful to their memory"  
[X Link](https://x.com/MyCriticalView/status/1925292274663014636)  2025-05-21T20:47Z [--] followers, [--] engagements


"CNBC: Just watched Frank Holland cut off the CEO of a transportation company who was explaining how the tariffs motivated an Italian customer of his to transfer their production to the US. Frankie didn't want to hear that🤣🤣"  
[X Link](https://x.com/MyCriticalView/status/1925844216510324991)  2025-05-23T09:20Z [--] followers, [--] engagements


"Mexico: The USMCA agreement will continue to drive the Mexican manufacturing base & will drive demand for petrochemicals as more car parts computers toys and supply chains gradually shift from China to Mexico. The big winner could be Braskem who's Mexican subsidiary is the largest petrochemical producer there"  
[X Link](https://x.com/MyCriticalView/status/1926545425596658117)  2025-05-25T07:46Z [--] followers, [---] engagements


"German Consumer Confidence: May GfK data shows a slow recovery of German consumer confidence to [-----] in May up from [-----] in April. Current consumer sentiment remains low & the propensity to save increased to [----] vs [---] in April. However there is a sharp rise in economic expectations in anticipation of coming measures from the Merz government to re-stimulate the economy"  
[X Link](https://x.com/MyCriticalView/status/1927334450758561960)  2025-05-27T12:01Z [--] followers, [--] engagements


"Switzerland CPI: May Inflation in Switzerland fell into negative territory at -0.1% vs May24 for the first time in [--] years increasing the risk of deflation & renewed negative interest rates. In two weeks Switzerland will be the first country to get back to Zero or negative interest rates since the Covid crisis"  
[X Link](https://x.com/MyCriticalView/status/1929800257551868393)  2025-06-03T07:20Z [--] followers, [--] engagements


"Mexico: Braskem Idesa's new ethane terminal near Veracruz will more than double ethane imports from the US which will help improve the US-Mexico balance of trade. Plastics made there are fully USMCA compliant and thus tariff-free when used for products re-exported back into the US"  
[X Link](https://x.com/MyCriticalView/status/1929817029776744783)  2025-06-03T08:26Z [--] followers, [--] engagements


"Macron: After Trump's failed attempt to acquire Greenland now Macron Napoleon will give it a try. He will visit Greenland June [--] probably to convince the locals how good a job France is doing in managing its colonies Mayotte & New Caledonia🤣"  
[X Link](https://x.com/MyCriticalView/status/1931310011688386679)  2025-06-07T11:19Z [--] followers, [--] engagements


"Tashkent: "Uzbekistan's decision to join the World Trade Organization could cause serious damage to the country's economy.Free trade is a historical lie" said Bakhtiyor Ergashev director of the Ma'no Center for Research Initiatives. Ergashev is convinced that the WTO was originally created to ensure the economic and political superiority of developed countries over developing ones. He stressed that the organization does not contribute to industrialization but on the contrary prevents developing countries from creating their own industries"  
[X Link](https://x.com/MyCriticalView/status/1931681226756071861)  2025-06-08T11:54Z [--] followers, [--] engagements


"Iran: Professor Donald Rothwell explained on BBC that the US attack on Iranian nuclear facilities was in breach of international law. When asked about the legal implications of Iran using its Hezbollah or Huthi proxies to hit back he avoided answering & changed the subject"  
[X Link](https://x.com/MyCriticalView/status/1936739392313582000)  2025-06-22T10:53Z [--] followers, [--] engagements


"Fed's Lisa Cook: What Trump is trying to do to Lisa Cook reminds me of what Macron did to Marine Le Pen. Macron was able to sideline Le Pen from French politics for a minor crime that hundreds of EU ministers commit. Macron succeeded I doubt Trump will"  
[X Link](https://x.com/MyCriticalView/status/1958450203624608017)  2025-08-21T08:44Z [--] followers, [--] engagements


"EURO/USD: The Euro gains after Powell's Friday Jackson Hole comments have all but evaporated today after French Prime Minister announced a no confidence vote in two weeks due to his inability to gain support for France's crucial spending budget. With debt spiraling out of control there is no majority in parliament to accept any meaningful spending cuts. This is a first indication of what is happening in many EU countries as budgets are stretched by generous social programs and the huge spend on supporting Ukraine as the US pushes Europe pick up the tab"  
[X Link](https://x.com/MyCriticalView/status/1960071423285657848)  2025-08-25T20:06Z [--] followers, [--] engagements


"@ValBednarik: read your peace in FX Street today. You missed the biggest news influencing the EUR today. French Prime Minister declared a no-confidence vote because they can't agree on a budget to reduce the record debt. Good chance the government will fall in two weeks and there debt situation will remain unsolved putting EUs number two economy in serious problems"  
[X Link](https://x.com/MyCriticalView/status/1960100114380288504)  2025-08-25T22:00Z [--] followers, [--] engagements


"Eurozone outlook looking cloudy: As European parliaments reconvene after the summer recess France and Germany face significant domestic political and fiscal challenges that risk to put further downward pressure on the Eurozone economic outlook. French Prime Minister Bayrou's decision to call a high-stakes no-confidence vote stems from his inability to secure a parliamentary majority to address the country's ballooning debtnow exceeding [--] trillion and growing; a gamble which risks toppling the minority government in two weeks. German Chancellor Merzs government is struggling to deliver on its"  
[X Link](https://x.com/MyCriticalView/status/1960268615350992902)  2025-08-26T09:10Z [--] followers, [--] engagements


"Feds Lisa Cook vs ECBs Nagel: With the Eurozone limping along at near zero GDP growth and the ballooning national debt problems in France Italy Belgium Austria and now even the growing debt in Germany how can the ECBs Nagel tell Frankfurter Allgemeine Zeitung that: Further interest-rate cuts could jeopardize Eurozone stability" when it is exactly the other way around Can Trump forget about Cook and focus on kicking Nagel out 🤣🤣"  
[X Link](https://x.com/MyCriticalView/status/1966814091227353138)  2025-09-13T10:39Z [--] followers, [--] engagements


"Eurozone: July exports disappoint as tariffs and over-valued Euro hit hard. Eurozone July trade surplus is down 33% from [----] and marks one of the smallest EU trade surpluses in the past decade. Its not yet the time to end the rate cutting cycle. Near zero GDP growth declining trade surplus declining inflation high national debt across the EU needing lower debt servicing charges etc When will the ECB finally create substantial and sustainable growth for Europe"  
[X Link](https://x.com/MyCriticalView/status/1967722970266132731)  2025-09-15T22:51Z [--] followers, [--] engagements


"The Swiss National Bank held its key interest rate at zero today the lowest of any Western economy. The threshold for returning to negative rates is large so Schlegel will need to feel the pain of a slowing economy and increased unemployment before taking that step. Most point to 39% Trump tariffs as the main problem for the Swiss economy while in fact the over-valued Swiss Franc is the main culprit. It puts a tariff on all Swiss exports including those to major trading partner Eurozone while it also has a dampening effect on tourism another mainstay of the Swiss economy"  
[X Link](https://x.com/MyCriticalView/status/1971168797277978766)  2025-09-25T11:03Z [--] followers, [--] engagements


"Italy: In a major win for Prime Minister Giorgia Meloni's governing coalition Francesco Acquaroli of the FdI centre-right won reelection as president of the Marche region. The center-right coalition's decisive win in the Marche regional elections bodes well for their momentum heading into Italy's upcoming national elections in 2027"  
[X Link](https://x.com/MyCriticalView/status/1972702912158605437)  2025-09-29T16:39Z [--] followers, [--] engagements


"HOPP SCHWIIZ In a joint statement The Swiss National Bank Swiss Finance Ministry & US Treasury Department reconfirmed that they do not target exchange rates for competitive purposes. Thus SNB and U.S. have reaffirmed that the SNB can continue to intervene in forex markets to maintain price stability. As long as interventions arent persistent or aimed at gaining trade advantage the SNB will not be labeled a currency manipulator. This essentially grants the SNB de facto freedom to continue to intervene in the currency markets within its domestic policy goals"  
[X Link](https://x.com/MyCriticalView/status/1972709952486596640)  2025-09-29T17:07Z [--] followers, [--] engagements


"Russian Oil Tanker seized: French marines have borded and taken control of the ship Pushpa part of the Russian "phantom fleet" used to transport sanctioned oil. Pushba was located in Denmark during the mysterious drone attacks and the Danish authorities asked France to seize it. So far two crew members have been taken into custody. Investigation continues. Expect the usual denials from Dmitri Peskov"  
[X Link](https://x.com/MyCriticalView/status/1973457095715672411)  2025-10-01T18:36Z [--] followers, [--] engagements


"European Vehicle Market: BYD and MG are taking over Europe at a rapid pace. BYD will put its first European factory in Hungary in 2026"  
[X Link](https://x.com/MyCriticalView/status/1973687281132376087)  2025-10-02T09:51Z [--] followers, [--] engagements


"France: Macron's latest Prime Minister Sebastian Lecornu has already resigned He lasted only [--] days and France is once again in a political crisis for the 4th time in as many months. The French stock market and the Euro crashed immediately"  
[X Link](https://x.com/MyCriticalView/status/1975109650233294906)  2025-10-06T08:03Z [--] followers, [--] engagements


"Bloomberg: European Chemicals Giant Ineos Plans to Cut Output in Germany. Europe is committing industrial suicide said Stephen Dossett head of the Inovyn unit making the cuts. While competitors in the US & China benefit from cheap energy European producers are being priced out by our own policies & absence of tariff protection"  
[X Link](https://x.com/MyCriticalView/status/1975237757204070669)  2025-10-06T16:32Z [--] followers, [--] engagements


"France: In a final attempt to stay in power Macron and his team are considering suspending the pension reforms one of the most critical efforts to balance the French budget. This was first announced by former Prime Minister Borne and then confirmed by the current Prime Minister Lecornu. If this happens expect further credit rating downgrades from Moodys and S&P"  
[X Link](https://x.com/MyCriticalView/status/1975666992553009177)  2025-10-07T20:58Z [--] followers, [--] engagements


"FRANCE: To avoid being kicked out for a second time in the upcoming no-confidence vote Prime Minister Lecornu will "suspend" the much needed pension reform until after the presidential elections in [----]. This will cost up to one billion Euro in [----] and about [--] billion in [----]. With this France's debt will continue to spiral upwards largely out of control"  
[X Link](https://x.com/MyCriticalView/status/1978093619429986357)  2025-10-14T13:40Z [--] followers, [--] engagements


"FRANCE: By suspending the critical pension reform President Macron & his Prime Minister Lecornu have secured the backing of the Socialist Party which is now expected to abstain in the no-confidence vote to topple the government. This tactical concession has handed a party with minimal electoral supportonly 1.5% of the vote in the first round of the [----] legislative electionsa powerful role in shaping national policy. Despite its limited public mandate the Socialist Party now finds itself in the key position to impose its political agenda on the unpopular Lecornu government desperate to survive"  
[X Link](https://x.com/MyCriticalView/status/1978137601862226368)  2025-10-14T16:35Z [--] followers, [--] engagements


"USDCHF: Switzerland faces long-term disinflation risks. Like Japan in the 1990s Switzerland has experienced long periods of strong currency appreciation which can suppress export-driven growth & erode price levels"  
[X Link](https://x.com/MyCriticalView/status/1933135312764514550)  2025-06-12T12:12Z [--] followers, [--] engagements


"Braskem Idesa's high debt leverage may be a blessing in disguise: It could force debt & ecological crisis strapped Braskem SA and co-owner Novonor to allow Carlos Slim's Idesa to increase its stake in the JV - bringing capital operational synergies and governance stability just as the JV hits full capacity for the first time ever thanks to the new Terminal Qumica Puerto Mxico https://twitter.com/i/web/status/1972034160597279006 https://twitter.com/i/web/status/1972034160597279006"  
[X Link](https://x.com/MyCriticalView/status/1972034160597279006)  2025-09-27T20:22Z [--] followers, [---] engagements


"France: S&P dropped France's credit rating from AA- to A+ on fears that Prime Minister Lecornu will not have the support to make any meaningful cuts in spending. And they are most likely correct. Lecornu survived the first no-confidence votes by pledging to drop the pension reform which will be costly to France. However he still has no plenum and no decision-making power. The next no-confidence vote will not be long"  
[X Link](https://x.com/MyCriticalView/status/1979308068761391311)  2025-10-17T22:06Z [--] followers, [--] engagements


"G7 fights back against rare earth restrictions: In response to Chinas sweeping controls on rare earth exports G7 finance ministers convened emergency talks in Washington to coordinate countermeasures and reduce strategic dependencies. Germanys Finance Minister Lars Klingbeil emphasized the need for coordinated measures that avoid harming domestic industries. The EU & US are fast-tracking their own rare earth facilities while the U.S. is expanding outreach to India Australia Japan and other democracies. A broader coalition is forming to challenge Beijings grip on critical minerals"  
[X Link](https://x.com/MyCriticalView/status/1979830010631393760)  2025-10-19T08:40Z [--] followers, [--] engagements


"Switzerland: Swiss companies are relocating production to the Eurozone & the US driven by the overvalued Swiss Franc & high US tariffs. This trend poses long-term unemployment risks in key sectors. A third of Swiss engineering firms plan to relocate part of their operations to the EU while Roche & Novartis plan to relocate production to the US. Such structural changes will have a lasting impact on the Swiss economic & employment landscape"  
[X Link](https://x.com/MyCriticalView/status/1981324681824116890)  2025-10-23T11:39Z [--] followers, [--] engagements


"Germany: The governing SPD-CDU coalition already strained by energy and fiscal disputes is now fracturing over migration policy. Merzs Stadtbild remark has triggered a wave of wokist-style protests in Berlin and other cities further paralyzing consensus. The economic reforms and deregulation needed to break out of stagflation now look politically untenable. Expect [----] GDP forecasts to be revised downward as Germany drifts deeper into policy inertia"  
[X Link](https://x.com/MyCriticalView/status/1981982250204807321)  2025-10-25T07:12Z [--] followers, [--] engagements


"Rare Earth Breakthrough Trumps agreement with Malaysia signed at the ASEAN conference marks a strategic pivot in the global rare earths race. Malaysia offers the most advanced non-Chinese processing capacity in the world with crucial magnet materials like NdPr and dysprosium. This deal strengthens Western supply chains for EVs and defense systems. As China tightens control Malaysia emerges as a critical alternative for securing rare earth independence"  
[X Link](https://x.com/MyCriticalView/status/1982380837040497124)  2025-10-26T09:36Z [--] followers, [---] engagements


"Argentina: Big win for Javier Milei's La Libertad Avanza in Argentina's midterms surging to over 40% of the vote and gaining 20+ seats in Congress Trump's endorsement and $40B aid package including the massive currency swap clearly fueled this momentum against the Peronist opposition. These results supercharge Milei's libertarian reform agenda to slash bureaucracy privatize and rebuild the economy. #MileiRising #ArgentinaLibre"  
[X Link](https://x.com/MyCriticalView/status/1982704207644831853)  2025-10-27T07:01Z [--] followers, [--] engagements


"France: The next Argentina Europes welfare states have been sustainable in a unique post-War II equilibrium: low defense spending trade surpluses with the U.S. and cheap imports from Asia. That gave us extra cash to spend on welfare but the model is collapsing. Trump is forcing Europe to pay for its own defense while squeezing trade advantages Europe has enjoyed with the US for many decades. Add the mounting costs of Ukraine endless migrant inflows and economic pressure from China and India and the fiscal seams are bursting. France and Germany now resemble Argentina: generous entitlements"  
[X Link](https://x.com/MyCriticalView/status/1982730254947938373)  2025-10-27T08:45Z [--] followers, [--] engagements


"Netherlands Snap Elections: The press around the world is celebrating the Dutch vote as a setback for Europe's far-right surge but this looks more like a set-back for Geert Wilder's PVV party not for the far right. His PVV party lost seats but those just shifted to the other two far-right parties. Combined the far right's total seats actually rose from [--] to [--] keeping them the largest bloc in parliament. #NetherlandsElection #GeertWilders #DutchPolitics #FarRight #PVElections #EuropePolitics #Populism #Election2025"  
[X Link](https://x.com/MyCriticalView/status/1983966483051909387)  2025-10-30T18:37Z [--] followers, [---] engagements


"EURO/US$: "The sideways movement of the euro ultimately reflects balance says Xueming Song currency strategist at DWS. After the rapid growth in Euro/US$ in early [----] it has not gained further ground over the last [--] months and might have reached the peak of the current cycle. One key reason is the interest rate differential. The ECB has already eased rates down to 2% whereas the Fed is still at 3.75%. Added to this is the weak economic performance in the Eurozone. Overall the U.S. economy appears robust compared to Europe which is growing sluggishly. Weak investment activity and declining"  
[X Link](https://x.com/MyCriticalView/status/1984219401017606344)  2025-10-31T11:22Z [--] followers, [--] engagements


"Annual dividends on the [--] LINTA bonds is less than $100m and there is $250m cash at Group level as per the investor call. So they look covered. I took a risk and bought some more at [--] cents. Unless they try to pull off some sort of gifting stunt which would lead to complicated litigation and slow down the whole restructuring these bonds should have priority over Holding Co shares and prefs (QVCGA GB and GP). The longer this goes on and the more noise it makes the greater the damage to QVC reputation and sales. To make it as painless and fast as possible I hope they make a tender with"  
[X Link](https://x.com/MyCriticalView/status/1987258320130859362)  2025-11-08T20:37Z [--] followers, [---] engagements


"My bad. But even with $160M LI LLCs cash lifeline still extends into spring [----] (beyond QVC Incs RCF debt wall) so there is zero urgency to blow it up early and doing so would undermine the entire groups out-of-court restructuring effort. An early LI LLC Chapter [--] filing would force extensive disclosure of intercompany transfers via Rule [----] both original fund transfers from LI LLC to QVC Inc and the up-streamed dividends back. QVC has been careful not to disclose much about this and there is probably a reason why. At a minimum this would delay discussions with the RCF banks and QVC Inc"  
[X Link](https://x.com/MyCriticalView/status/1987468062228951203)  2025-11-09T10:31Z [--] followers, [--] engagements


"France: Macron proudly announced he sold [---] Rafale jets to Zelensky. In his speech he hinted he beat out Trump with French jets. But he forgot to mention Ukraine has no money to pay for them and in fact the overtaxed French citizens will foot the bill. He got the playbook wrong: Trump tries to sell US weapons that Europe pays for. Macron just shafted the French public. #Rafale #Ukraine #Macron #FrenchTaxes #Trump"  
[X Link](https://x.com/MyCriticalView/status/1990799357105353120)  2025-11-18T15:08Z [--] followers, [--] engagements


"Braskem Idesa: Coupon on the 7.45% 2029s remains unpaid and Fitch downgraded to CC. Rumors point to negotiations with a major bondholderpossibly Slim-linked entities. A hard default seems unlikely: it would cede control. Forebearance may already be in play. If a bondholder group incudes a majority they could reach agreements without consulting the rest. Expect developments soon. #BraskemIdesa #EnergyMarkets #Braskem"  
[X Link](https://x.com/MyCriticalView/status/1990945951792394427)  2025-11-19T00:51Z [--] followers, [---] engagements


"My take on Braskem Idesa: This isnt a chaotic default spiral but an orderly restructuring that buys time. With the ethane terminal now fully operational BI can finally run at [---] % capacity and is entering a margin-recovery period with advantages over Brazil because it is already ethane based not naphtha. In yesterdays press release BI confirms talks with an ad-hoc bondholder group. This likely ties in with rumors of Slim buying more bonds. If he and associates control a majority they can agree forbearance with BI and gain time for a tender without declaring default and without making the"  
[X Link](https://x.com/MyCriticalView/status/1991424502228513180)  2025-11-20T08:32Z [--] followers, [---] engagements


"In fact the entire Braskem Idesa timeline raises eyebrows: 1) Bloomberg cash-crunch alarm Nov [--] with zero mention of the scheduled plant maintenance that explains most of the Q3 burn 2) Fitch double-downgrades in [--] h with contradictory grace-period language and a preemptive miss call before the official press release. This kind of feels like they are working hard to paint a dire picture right when the ethane terminal is live stoppage is behind them and utilization is set to jump. Are we being prepped for hardball restructuring talks #BraskemIdesa #restructuring $BAKIDE"  
[X Link](https://x.com/MyCriticalView/status/1991513795529682994)  2025-11-20T14:27Z [--] followers, [---] engagements


"You need to dig a little deeper. Capacity utilisation in petrochemical plants is hugely important for margins. If you know the story Braskem fought with PEMEX for years to get sufficient ethane supply but never did. For the first time ever the ethane terminal will allow 90%+ utilisation. I asked two different AIs to model EDBITDA improvement [----] to [----] and it is saying 25%-40% at current spreads. This will boost FCF and allow BI to reduce debt. On top of that Slim wants more equity so in any case he will convert debt-to-equity and debt servicing will drop even faster. The past was dire. The"  
[X Link](https://x.com/MyCriticalView/status/1991542350519423153)  2025-11-20T16:21Z [--] followers, [---] engagements


"It's very unlikely that BI will go into chapter [--]. One way or another they are playing a game now. In the press release they state: "The Company is currently engaged in discussions with representatives of a certain ad-hoc group of its bondholders and is focused on working to achieve a sustainable long-term capital structure. The Company is also focused on ensuring that day-to-day operations are not affected." The first sentence means they are probably dealing with a majority of bondholders in the ad-hoc group and they thus have full control of the game. Especially since Idesa owner Slim and"  
[X Link](https://x.com/MyCriticalView/status/1992309213729866233)  2025-11-22T19:08Z [--] followers, [--] engagements


"For the moment all we can do is speculate. I believe the official coupon payment date was Tuesday Nov [--] as Monday Nov [--] was a holiday in Mexico. So if the grace period is [--] days then today would be default however perhaps the ad-hoc group has already agreed forebearance with BI but not yet made a press release. Next news would either be a press release confirming forebearance or a Fitch or S&P update confirming default"  
[X Link](https://x.com/MyCriticalView/status/1993698159709634934)  2025-11-26T15:07Z [--] followers, [---] engagements


"And even if they go into default this is not a bankruptcy situation. A majority of bondholders would need to band together and insist on recovery to push into bankruptcy but if Slim and friends own a large chunk of the bonds there is no majority to do that. The current silence is maybe due to Slim arguing with Braskem on the terms of the dilution with Slim increasing his equity position. Braskem won't want dilution because the future outlook of the ethane-based plant with a new functional ethane import terminal is much better than other Braskem facilities"  
[X Link](https://x.com/MyCriticalView/status/1993700756847747199)  2025-11-26T15:17Z [--] followers, [--] engagements


"Braskem Idesa: Fitch says default. The plot thickens"  
[X Link](https://x.com/MyCriticalView/status/1993790838070235443)  2025-11-26T21:15Z [--] followers, [---] engagements


"Looks like the QVC Tiktok success is starting to attract attention: Home shopping giant QVC finds now huge on TikTok - YouTube $QVCGA"  
[X Link](https://x.com/MyCriticalView/status/1993796685362024639)  2025-11-26T21:39Z [--] followers, [---] engagements


"Lecornus target of a [---] % deficit in [----] is dead. After todays [--] bn+ concessions to the left on social security on top of the costly concessions he's already made France is now firmly on track for 5% or higher deficit in [----]. Europes new fiscal problem child keeps spending. Credit downgrade risk growing. #France #Dficit #PLFSS2026 #Lecornu #Eurozone"  
[X Link](https://x.com/MyCriticalView/status/1998471116990382268)  2025-12-09T19:13Z [--] followers, [--] engagements


"Worse than credit rating downgrade I'm just watching in French TV that fears of a credit crisis like Liz Truss triggered with her government's "mini-budget" in the UK [----] debt crisis are growing"  
[X Link](https://x.com/MyCriticalView/status/1998512711035138227)  2025-12-09T21:58Z [--] followers, [--] engagements


"Good update from Moodys' analyst. Explains the arm wrestling between Braskem & Slim for control of BI. Add up the ethane feedstock the new ethane terminal guaranteeing supply AND the new tariffs on Chinese imports that Mexico should approve this week BI has all of the characteristics of top industry performers in the future. #BRKM5 $BAK $LYB $DOWe https://twitter.com/i/web/status/1998698811330343083 https://twitter.com/i/web/status/1998698811330343083"  
[X Link](https://x.com/MyCriticalView/status/1998698811330343083)  2025-12-10T10:18Z [--] followers, [---] engagements


"But this decision is so important that they might wait until Petrobras and the new IG4 management take over to finalize a deal with Slim"  
[X Link](https://x.com/MyCriticalView/status/1998700275817681296)  2025-12-10T10:24Z [--] followers, [--] engagements


"Braskem Idesa operational improvements confirmed in this interview. There is more volume to sell and margins should be improved substantially. Sounds like they are already planning to expand production capacity in the future which is pretty impressive for a company in default about to go bankrupt🤣🤣 #BRKM5 $BAK #BraskemIdesa https://diariodelistmo.com/economia/braskem-idesa-destaca-record-productivo-y-analiza-expansion-en-los-proximos-anos-20251212-0018.html#google_vignette"  
[X Link](https://x.com/MyCriticalView/status/1999550688230318493)  2025-12-12T18:43Z [--] followers, [----] engagements


"Bank of England: I asked Grok about expectations for another rate cut at the February BOE meeting. It sees good odds for a cut as CPI has fallen faster than expected to 3.2% & GDP growth is stagnating. Then I told Grok that EU inflation is lower at 2.1% while growth is also stagnating - so why isn't the ECB cutting more aggressively Grok explained: The ECB is waiting for wage pressures and services inflation to drop before resuming cuts. Grok is very smart. #InterestRates #BOE #ECB #Inflation #UKeconomy #Eurozone #MonetaryPolicy #RateCuts"  
[X Link](https://x.com/MyCriticalView/status/2002802710584655921)  2025-12-21T18:05Z [--] followers, [--] engagements


"$Bak Another interview with Fitch analysts on Braskem touching on IG4 Algoa event & Braskem Idesa But Fitch claims the BI plant is running around 50% capacity which only happened right before & after the major plant maintenance in Q2/Q3. While Braskem Idesa's deputy industrial director Jorge Garca Mascarea just confirmed near-100% ops with the new ethane terminal hitting record production Fitch is clearly wrong - no question Outdated info or deliberate misinformation ICIS article: Diario del Istmo interview: #Braskem #FitchRatings #Petrochemicals #Mexico #Brazil #EnergyCrisis"  
[X Link](https://x.com/MyCriticalView/status/2003209345660567657)  2025-12-22T21:01Z [--] followers, [---] engagements


"Eurozone vs China: The influential Mohamed El-Erian just predicted that the EU will ramp up tariffs against China in [----]. He said that diverted Chinese exports from the US to the EU are: "really really hurting" and all agreed that various European industries like automobiles risk to dissapear. This has been obvious for many months and I'm seriously dissapointed that the ECB is acting like all is good in the EU. https://twitter.com/i/web/status/2009651733669056833 https://twitter.com/i/web/status/2009651733669056833"  
[X Link](https://x.com/MyCriticalView/status/2009651733669056833)  2026-01-09T15:41Z [--] followers, [--] engagements


"@calvinfroedge $dxy makes a lot of sense because beyond any doubt Euro will hit zero first. Wait for [----] elections France could be the first to pull out of the Euro. They are currently on a collision course with EU policies"  
[X Link](https://x.com/MyCriticalView/status/2012368995022733692)  2026-01-17T03:38Z [--] followers, [--] engagements


"BREAKING NEWS FRANCE: Prime Minister Lecornu just confirmed that he will use clause [----] to approve the hotly contested budget for [----]. He claims the budget will result in a [----] deficit of 5% one of the largest in the EU. However many analysts fear it could even be higher. It includes doubling the Digital Services Tax from 3% to 6% on large tech companies overwhelmingly U.S. firms Google Apple Meta & Amazon. This will create mor direct confrontation with Trump. $dxy #FranceBudget #Deficit #Article493 #DigitalServicesTax #DST #TechTax #GAFAM #Trump #TrumpTariffs #EUDeficit #France #Macron"  
[X Link](https://x.com/MyCriticalView/status/2013291773594841234)  2026-01-19T16:45Z [--] followers, [--] engagements


"Passing with clause [----] means that Macron will by-pass parliament and force through this budgt without parliamentary approval. This will most likely result in another vote of no confidence against Prime Minister Lecornu"  
[X Link](https://x.com/MyCriticalView/status/2013292433883193634)  2026-01-19T16:48Z [--] followers, [--] engagements


"When Vogue lists the Davos Forum as a top "Fashion Event of 2026" you know the WEF has jumped the shark. Once the elite's political playground for the Kardashian crowd it's now basically a Trump family reunion. Props to any world leaders skipping this circus and saving taxpayers' money. #Davos2026 #WEF #Fashion #TrumpDavos #EliteCircus #GlobalElites #Trump #DavosCircus #BillionaireClub https://www.vogue.com/article/mark-your-calendars-the-cant-miss-sustainable-fashion-events-in-2026 https://www.vogue.com/article/mark-your-calendars-the-cant-miss-sustainable-fashion-events-in-2026"  
[X Link](https://x.com/MyCriticalView/status/2013540124269691369)  2026-01-20T09:12Z [--] followers, [--] engagements


"Switzerland: Schlegel said the forbidden words in Davos today: "If we need to go negative we will go negative." $dxy #SNB #CHF With the number of unemployed growing GDP falling and stubborn disinflation the economic outlook for Switzerland in [----] is scary. All we have left is tourism (which is still great this season) and financial services. Courage M. Schlegel https://twitter.com/i/web/status/2013913382882079189 https://twitter.com/i/web/status/2013913382882079189"  
[X Link](https://x.com/MyCriticalView/status/2013913382882079189)  2026-01-21T09:55Z [--] followers, [--] engagements


"Trump defies predictions of another diplomatic disaster in Davos: From threats to a new framework deal on Greenland plus signing the Board of Peace charter with 20+ nations. The narrative flipped and he's chalked up a few big wins. #Trump #Davos2026 #BoardOfPeace #Greenland #Davos #TrumpDeals #GlobalPeace #NATO #Geopolitics $DXY https://www.aa.com.tr/en/europe/trump-set-to-sign-board-of-peace-charter-in-davos/3807332 https://www.aa.com.tr/en/europe/trump-set-to-sign-board-of-peace-charter-in-davos/3807332"  
[X Link](https://x.com/MyCriticalView/status/2014319744510304429)  2026-01-22T12:50Z [--] followers, [--] engagements


"#EURUSD After a stellar [----] for European investingboosted by a strong EUR/USD tailwindit seems Europe has been downgraded in [----] bets. EUR/USD continues to hit resistance as investors take profits & pull money out of the region. No one is expecting major EUR/USD tailwinds in [----] unless Trump delivers a real game-changer😳 Finding value in European stocks is getting tougher at current levels and fixed income is even less appealing the only currency worse than the Euro right now is CHF #EURUSD #Euro #USD #Forex #EuropeanMarkets #Investing #CurrencyMarkets #TrumpEffect #FX"  
[X Link](https://x.com/MyCriticalView/status/2014662312532025469)  2026-01-23T11:31Z [--] followers, [--] engagements


"In Berlin thousands attended the funeral of mafia boss Mehmet Kaplankiran tied to drug trafficking & murder. It was the largest funeral since the state burial of former President H. Khler What is happening to our continent🙁 #EU #EuropeDecline #Germany #OrganizedCrime #MafiaBoss #Trump https://twitter.com/i/web/status/2015044006850507229 https://twitter.com/i/web/status/2015044006850507229"  
[X Link](https://x.com/MyCriticalView/status/2015044006850507229)  2026-01-24T12:48Z [--] followers, [---] engagements


"$dxy Trump vs. the 'Sell America' Crowd: If you've been dumping USD and US assets just to spite Trump because you hate him that much.only for him to say he's not worried about the dollar's slide he thinks it's 'great' because it makes American companies more competitive and is creating massive headaches for the Eurozone and Asian economies. .then you might want to rethink how smart that move really was. 😏 #Trump #USD #DXY $DXY #Dollar #Forex #Markets #Economy #TrumpEconomy #WeakDollar""  
[X Link](https://x.com/MyCriticalView/status/2016584784877687022)  2026-01-28T18:50Z [--] followers, [--] engagements


"German unemployment hits [-----] million (6.6%) a 12-year high slamming the auto sector. Meanwhile Chinese brands exploded to 10% of EU cars sold in Dec [----] up from 2% only [--] years ago😳 Time for "Von Der Leyen Tariffs" to save jobs in the EU #Germany #ChineseEVs #EUCarMarket #AutoCrisis #Trade $dxy #EU #Europe @Eurozone https://twitter.com/i/web/status/2017182755927257325 https://twitter.com/i/web/status/2017182755927257325"  
[X Link](https://x.com/MyCriticalView/status/2017182755927257325)  2026-01-30T10:27Z [--] followers, [--] engagements


"Breaking News: TRUMP PICKS WARSH $dxy #TrumpPicksWarsh #KevinWarsh #FedChair #FederalReserve #BreakingNews #Trump #Fed #Economy #Markets #InterestRates"  
[X Link](https://x.com/MyCriticalView/status/2017204995561509226)  2026-01-30T11:55Z [--] followers, [--] engagements


"Eurozone Q4 GDP limps in at a meager 0.3% and the journalists are cheering 'ECB can HOLD rates steady' But full year [----] growth was 1.5% and [----] is projected to slow down to 1.2%. Isn't THIS exactly when you CUT rates to juice growth Hope the ECB is smarter than these journalists. $dxy #Eurozone #ECB #GDP #InterestRates #RateCut #Economy #Inflation #MonetaryPolicy #EuropeEconomy #BreakingEconomicNews Link: https://www.bloomberg.com/news/articles/2026-01-30/french-economy-keeps-growing-despite-political-and-budget-chaossrnd=homepage-europe"  
[X Link](https://x.com/MyCriticalView/status/2017227899405799827)  2026-01-30T13:26Z [--] followers, [--] engagements


"They are finally waking up: "ECB policymaker Martin Kocher suggested that continued EUR strength against the USD will dampen inflation paving the way for additional ECB interest rate cuts" $dxy"  
[X Link](https://x.com/MyCriticalView/status/2017240397471154631)  2026-01-30T14:16Z [--] followers, [--] engagements


"Bloombergs alarmist piece on Braskem Idesas Nov [--] bond coupon is intentionally misleading: the Q2/Q3 cash crunch was mostly driven by a planned maintenance shutdown with weak spreads also contributing. The Etileno XXI complex is now running near full capacity thanks to the new TQPM ethane terminal with Oct + 1H Nov likely generating $3040M in extra cash flow to help cover the coupon payment. Braskem idesa is entering a recovery period not a meltdown. #BraskemIdesa #EnergyMarkets https://twitter.com/i/web/status/1989002251638046924 https://twitter.com/i/web/status/1989002251638046924"  
[X Link](https://x.com/MyCriticalView/status/1989002251638046924)  2025-11-13T16:07Z [--] followers, [----] engagements


"@ALLKAResearch $BAK $PBR Today up again over $67 in Europe. I underrated one key fact: neither Braskem nor the AHG counter-proposal are proposing a haircut if you participate in the "new money." Firstly the terms of the new money are OK both from Braskem and the AHG. You'd probably need to top up about 15%-20% from your initial investment but its worth it. Then Braskem proposed [--] for [--] new notes with full redemption and 6.95% coupon. Maturity is pushed out about [--] years. AHG counter proposal is asking 10% coupon. The only "outrageous" term is Braskem's proposal of a [--] year Interest Holiday"  
[X Link](https://x.com/MyCriticalView/status/2012391204747440525)  2026-01-17T05:07Z [--] followers, [---] engagements


"I agree that the BI debt restructuring serves somewhat as a "role model" for the Braskem SA restructuring talks that are expected to start soon. Braskem's behaviour both in Brasil and Mexico indicates that they are trying to avoid dilution. If they are successful with the new money injection in BI it makes sense they will try the same in $BAK. But we need not necessarily be afraid of that. I am a fixed income investor and from my perspective the injection is acceptable. BI proposes SOFR + 2% AHG is asking 11% assuming we end up somewhere in the middle 7%-9% and I'm in. Of course you need to"  
[X Link](https://x.com/MyCriticalView/status/2012518164513411126)  2026-01-17T13:31Z [--] followers, [---] engagements


"Sorry but I didn't directly answer your question about Braskem SA equity dilution. And to be honest I'm also watching with curiousity to see how they resolve their liquitity issues. Since Petrobras's priority is to lock in future petrol products demand I've wondered if they are really interested in holding on to the US and Mexican facilities because I don't believe they supply any products there. Maybe they would be OK to dispose but what would IG4 say to that because it will effect overall entity value. What I meant above is they might try the same strategy of "coercing" bond holders into"  
[X Link](https://x.com/MyCriticalView/status/2012532222780125232)  2026-01-17T14:27Z [--] followers, [--] engagements


"Mexican Billionaire Carlos Slim Snaps Up More Assets in Oil Push $bak Looks like he is in a buying mood. https://www.bloomberg.com/news/articles/2026-01-19/mexican-billionaire-carlos-slim-snaps-up-more-assets-in-oil-pushsrnd=homepage-europe https://www.bloomberg.com/news/articles/2026-01-19/mexican-billionaire-carlos-slim-snaps-up-more-assets-in-oil-pushsrnd=homepage-europe"  
[X Link](https://x.com/MyCriticalView/status/2013365350478328101)  2026-01-19T21:38Z [--] followers, [---] engagements


"@Marcelo12650938 @ALLKAResearch Here is an article that discusses Braskem minority shareholder dilution risk. $bak https://euqueroinvestir.com/negocios/risco-de-diluicao-cresce-para-acionistas-minoritarios-da-braskem https://euqueroinvestir.com/negocios/risco-de-diluicao-cresce-para-acionistas-minoritarios-da-braskem"  
[X Link](https://x.com/MyCriticalView/status/2013884811606171791)  2026-01-21T08:02Z [--] followers, [---] engagements


"Also interesting. The Algoa situation and the rumours around debt restructuring have had such a strong negative impact on $bak that even if there is some share dilution the overall direction is up. Algoa is almost in the review mirror and once debt restructuring is finalized there will be a relief rally and the focus will go to the longterm which is good. The rare earth experience has been an eye-opener for us on how China tries to monopolize markets and it looks like they are making the same play in petrochems. So as long as Brasil Mexico and US use tariffs to keep China under control all"  
[X Link](https://x.com/MyCriticalView/status/2013902627197587467)  2026-01-21T09:12Z [--] followers, [---] engagements

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