Podcasts about TTF

In today's TTF, Kurt talks about the differences (and some similarities) between a water soluble resin and a biopolymer.  These resins are very different and have different and unique applications.Find Simcoe Plastics Ltd. on Facebook and Instagram. Find "That Plastics Guy" on Linked-In and YouTube. Find Kurt Stahle on Linked-In as well.Subscribe to our newsletter at www.simcoeplastics.comAll links here https://linktr.ee/kurt_stahle

On this episode, Ted and Patrick start by discussing Thomas Frank being linked to the Tottenham managerial job. Why is he the man to replace Ange Postecoglou, what does he bring to Spurs, and will Kieran McKenna replace him at Brentford? Next, Rodrygo is rumoured to be leaving Real Madrid, but should Arsenal make a move for the Brazilian? How much should he cost, is it smart for Arsenal, and what is the importance of price in player transfers? The episode ends with discussion of Anthony Elanga being linked to Newcastle (and Newcastle's recruitment challenges), Real Madrid interested in Álvaro Carreras at LB, and if Mike Maignan can FINALLY fix Chelsea's goalkeeping issues. Enjoy! Subscribe to our FREE newsletter: https://www.thetransferflow.com/subscribe Join Variance Betting: https://www.thetransferflow.com/upgrade Follow us on our Socials: YouTube: https://www.youtube.com/channel/UCe1WTKOt7byrELQcGRSzu1Q X: https://x.com/TheTransferFlow Bluesky: https://bsky.app/profile/thetransferflow.bsky.social Instagram: https://www.instagram.com/thetransferflow/ TikTok: https://www.tiktok.com/@transferflowpodcast Timestamps: 00:00 - Intro and where Ted has been 01:37 - Lionel Messi's success is due to...? 02:28 - Thomas Frank to Spurs? 03:32 - The squad is quite attractive for him 04:12 - Frank as a communicator + why Ange had to go 05:20 - Ted's history with Thomas Frank 07:22 - Spurs feels like the right spot for him 09:03 - Brentford's early season trroubles + getting value out of players 09:37 - 3 things Spurs are getting with Thomas Frank 11:20 - Spurs need a relaxed manager 12:20 - Kieran McKenna to replace him at Brentford? 13:25 - Traits of a successful manager at Brentford 14:01 - Concerns with Ipswich this season? 14:59 - Options if it's not McKenna? 16:11 - Frank has been there a long time, which makes this difficult 17:41 - But Brentford have been preparing for his right? 18:48 - Rodrygo a target for Arsenal's LW? 19:32 - The Market for Rodrygo 20:23 - Arsenal have picked players with in-check ego's 21:02 - An upgrade to Martinelli? 22:07 - Arsenal spending money on LW instead of a Striker? 23:27 - The context needed for Rodrygo's numbers 24:18 - The setup for Real Madrid's successful teams 24:56 - Arsenal have been missing a threat on both sides for years 26:07 - Putting all of Arsenal's pieces together 27:07 - Havertz vs. Martinelli 27:53 - Do they need to make a move this window? 28:47 - Price dominates everything on if a deal is good or not 29:40 - Player quality vs price + big misses HURT 30:58 - The problem with Manchester United's latest moves 32:31 - So what's a fair price for Rodrygo? 33:40 - The money isn't increasing and why teams are trying to sell 35:13 - Anthony Elanga to Newcastle 36:20 - Horrible dribbling stats 36:55 - Behind the scenes Newcastle Drama 38:23 - Dan Ashworth leaving and Paul Mitchell coming in 39:56 - Eddie Howe coming in 41:12 - Elanga's age + potential to improve 42:21 - Factors in Elanga's favor + getting sued out of existence 44:40 - Real Madrid interested in Alvaro Carreras 45:33 - What were United thinking not using the buy option? 47:33 - Carreras' skillset and history 48:21 - left backs are expensive 48:51 - United fans getting mad at us 50:18 - Mike Maignan to Chelsea? 51:20 - Chelsea's summer has been... good?? 52:04 - How much will Maignan cost? 52:33 - Sanchez folding under pressure 53:04 - Rebuilding Chelsea next week + the only way to get through it 53:30 - Upcoming Man Down episodes + TTF turning 1! 54:43 - B-Roll: Watch Patrick attempt to do our Intro + react to getting it done

In today's #TTF, Kurt shows samples from last week's Sulapac haul.  He's focusing on the wood fibre filled materials that offer a very attractive appearance and are truly in the spirit of biopolymers.Find Simcoe Plastics Ltd. on Facebook and Instagram. Find "That Plastics Guy" on Linked-In and YouTube. Find Kurt Stahle on Linked-In as well.Subscribe to our newsletter at www.simcoeplastics.comAll links here https://linktr.ee/kurt_stahle

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.This week we will have some fun with Bloomberg charts as it relates to the crude oil macro. We noted in our The Good, The Bad, and The Misunderstood Amidst Major Macro Cross Currents written post from two weeks ago (here) that crude oil remains a critically important energy source albeit with conflicting cross currents that are both bullish (US shale maturity tailwinds) and bearish (China slowdown headwinds, OPEC+ supply increases). Whatever one's view of oil, it is still a huge driver of sentiment toward the energy sector and of course Energy's weighting in the S&P 500 is driven by the largest oil and gas companies like ExxonMobil, Chevron, etc. One thing is clear from all the charts, oil looks inexpensive to gold, copper, and refining margins and is at the low end of its recent band to Henry Hub natural gas and TTF. Oil is the big laggard and it is casting a pall on Energy's S&P 500 weighting, which has sunk back to a dismal 3% of the S&P 500 versus a Russia-Ukraine high of 5% and its pre-2015 range of 8%-12%. The question is whether oil and oil equities are values or value traps. As a spoiler alert, we are not sure we are actually going to be able to definitively answer that today, and the answer in part depends on one's time horizon. The short-term looks to be more challenging, whereas over the long run we do not believe “the end of oil” is anywhere near. To be clear, over the remainder of this decade, we are more optimistic on growth in power generation—US and global—natural gas demand and for that matter other power generation energy sources like solar + batteries and non-OECD coal. Equities favorably exposed to those trends should perform accordingly. But for the Energy sector broadly speaking to regain a much larger S&P weighing, oil is still the king.

In today's TTF, Kurt discusses the differences between a mechanical and chemical purging compound.Find Simcoe Plastics Ltd. on Facebook and Instagram. Find "That Plastics Guy" on Linked-In and YouTube. Find Kurt Stahle on Linked-In as well.Subscribe to our newsletter at www.simcoeplastics.comAll links here https://linktr.ee/kurt_stahle

In today's TTF, Kurt talks about CFAs (chemical foaming agents).  When they could be used, what they do, the benefits, and the major classifications.Find Simcoe Plastics Ltd. on Facebook and Instagram. Find "That Plastics Guy" on Linked-In and YouTube. Find Kurt Stahle on Linked-In as well.Subscribe to our newsletter at www.simcoeplastics.comAll links here https://linktr.ee/kurt_stahle

LONDON (ICIS)--European Melamine Editor Melissa Hurley interviews Senior Editor Sylvia Traganida, Deputy Managing Editor Deepika Thapliyal, Market Reporter Joy Foo and Connor Phillips.Market factors to consider ahead of May: Asia Melamine market grappling with weak demand and increasing supply Asia exports dropped in March but expected to flow into Europe May/June Reduced melamine supply in Europe offset by ongoing sluggish demand conditions No tariff impact on US melamine so far Global urea demand expected to slow from H2 May China not resuming urea exports yet despite the domestic season ending Subdued European Ammonia demand; waiting for nitrates market to pick up Natural gas TTF prices softened, but European fertilizer producers reluctant to ramp up production due low demand

In today's TTF, Kurt talks about the water soluble ECOrrect product, showcasing sample bags and thin film made with this award winning resin technology.Find Simcoe Plastics Ltd. on Facebook and Instagram. Find "That Plastics Guy" on Linked-In and YouTube. Find Kurt Stahle on Linked-In as well.Subscribe to our newsletter at www.simcoeplastics.comAll links here https://linktr.ee/kurt_stahle

Revisiting one of my original TTF clips, I discuss living hinges.  What are the best materials for them, and what MUST happen post-molding to ensure longevity of the living hinge.Find Simcoe Plastics Ltd. on Facebook and Instagram. Find "That Plastics Guy" on Linked-In and YouTube. Find Kurt Stahle on Linked-In as well.Subscribe to our newsletter at www.simcoeplastics.comAll links here https://linktr.ee/kurt_stahle

The US is to impose 25% tariffs on all cars made outside of the US effective on April 2ndTrump reiterated that reciprocal tariffs are also set for next week but stated they will be lenientUpdates which weigh on European equities with Auto names lagging, US futures mixed/firmerDXY mixed with GBP outperforming in an attempted recovery from Wednesday's action while JPY lagsEGBs and USTs diverge as they focus on growth and inflationary implications of the latest rhetoric respectivelyCrude benchmarks lower, TTF choppy, XAU gains and base metals slipLooking ahead, highlights include US GDP & PCE Final (Q4), Jobless Claims, Japanese Tokyo CPI, Banxico Policy Announcement, Speakers including BoEʼs Dhingra, Fedʼs Collins & Barkin, ECBʼs Schnabel, de Guindos & Lagarde, Supply from the USClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tariffs in focus amid reports that Trump could implement copper tariffs in weeks, elsewhere reports that Canada could find some reprieveEuropean bourses opened firmer but have since slumped, US futures are in the red but only modestly soGBP lags after UK CPI, EUR/USD attempts to reclaim 1.08, USD/JPY rebounded overnight but is off highsGilts gapped higher on data and extended but have retreated to opening levels into the Spring Statement, USTs softer while Bunds are firmer but only modestly soCrude continues to inch higher with a handful of factors underpinning, TTF slips as talks continue, Copper soared on tariff updates but has since pulled backLooking ahead, highlights include US Durable Goods, BoC Minutes, UK Spring Statement, Speakers include Fed's Musalem, Kashkari & ECB's Cipollone, Supply from the USClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump sanctioned Venezuelan oil. Elsewhere, India has proposed the removal/reduction of tariffsEuropean bourses defied the lead from futures and opened in the green, US futures in the red but only modestly so and hold onto the bulk of Monday's gainsDXY steady throughout the morning but most recently at a session low to the benefit of peers across the board, EUR also aided by IfoFixed benchmarks in the red, weighed on by Ifo and supply; USTs await Fed speakCrude bid in an extension of Monday's action, TTF softer on Ukraine updates while Gold has inched to fresh highsLooking ahead, highlights include US Richmond Fed Index, Consumer Confidence, Japanese Services PPI, Speakers including Fedʼs Williams & Kugler, Supply from the USClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European indices hold a negative bias, airliners on the backfoot with Heathrow closed; US futures are also lower.USD is broadly firmer vs. peers with macro newsflow on the light side, but ahead of Trump-Hegseth meeting at 15:00GMT.Gilts underperform on more unfavourable developments for Reeves, Bunds bid.TTF ignites on Sudzha damage, base metals dented by the risk tone.Looking ahead, Canadian Retail Sales, EZ Consumer Confidence, CBR Policy Announcement, DBRS Credit Review on France, Quad Witching, Speakers including Fed's Williams & Waller.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today's TTF is a quick overview of the article "Standard Solution" in the February 2025 issue of Canadian Plastics.  The CSA Group has created standard R117:24 to assist in defining what recycled plastics really are.Credit to CP editor Mark Stephen and his guest Michael Leering of CSA Group.Find Simcoe Plastics Ltd. on Facebook and Instagram. Find "That Plastics Guy" on Linked-In and YouTube. Find Kurt Stahle on Linked-In as well.Subscribe to our newsletter at www.simcoeplastics.comAll links here https://linktr.ee/kurt_stahle

Nel 2025 l'Italia entra in condizioni di debolezza, la crescita del Pil si ferma a +0,5%. Solo dal prossimo anno è previsto che il Pil torni a crescere sui ritmi medi pre-crisi (+0,8%, ma nel 2027 si tornerà a +0,5%), con un'inflazione che, pur in risalita di qualche decimo per effetto di possibili aumenti dei costi dell'energia, si attesterà su valori in linea con l'obiettivo del 2% della Bce (+1,9% nel 2025; +2,1% nel 2026; +2,0% nel 2027). Sono alcune delle principali evidenze sulle prospettive dell'economia italiana per il triennio 2025-2027 contenute nel Rapporto annuale elaborato da Area Studi Legacoop in collaborazione con Prometeia. Ne parliamo con Simone Gamberini, Presidente Legacoop.Btp Più, nel terzo giorno di collocamento ordini oltre 2 miliardiTerza giornata d'offerta per il nuovo Btp Più, il titolo a 8 anni dedicato ai piccoli risparmiatori che al primo giorno ha subito ricevuto ordini per 5,6 miliardi di euro e al secondo 3,7 miliardi, ben oltre quelli dell'ultima emissione del Btp Valore di maggio 2024. Il titolo verrà collocato dal Tesoro fino alle 13 del 21 febbraio, salvo chiusura anticipata. Buona la raccolta anche nel terzo giorno: gli ordini superano quota 2 miliardi di euro a fronte di 62.477 contratti. Il nuovo titolo paga cedole fisse ogni tre mesi sulla base di un meccanismo step up in due fasi: per il primo quadriennio il rendimento minimo garantito è pari al 2,8% e per il secondo al 3,6%. Le cedole definitive verranno rese note al termine del collocamento venerdì 21 febbraio. Inoltre, il titolo ha un'opzione di rimborso anticipato alla fine del quarto anno dell'intero capitale investito o anche solo di una sua quota. Tale facoltà sarà esercitabile in un apposita finestra temporale, tra il 29 gennaio e il 16 febbraio 2029, ma solo per coloro che acquisteranno il titolo durante i giorni di collocamento. Facciamo chiarezza con Morya Longo, Il Sole 24 Ore.Ottimismo sul gas ma non si accennano le preoccupazioni sulle bolletteI mercati, si sa, giocano d anticipo. Ma è comunque notevole come l ottimismo sia riuscito a imporsi anche sui mercati energetici e in particolare su quello del gas: nel giro di pochi giorni l umore è cambiato completamente. Anche oggi il prezzo fa segnare un segno meno attestandosi 48,4 euro per Megawattora. Come se la guerra in Ucraina fosse già finita e le sanzioni contro la Russia cancellate con un colpo di spugna. Appena una settimana fa le quotazioni erano ai massimi da due anni, vicino a 60 euro per Megawattora al Ttf, mentre ora il combustibile scambia intorno a 48 euro: un crollo di oltre il 20%, in quello che tecnicamente si chiama bear market , il mercato orso. Il gas, è bene ricordarlo, vale tuttora più del doppio di un anno fa. Ma la recente discesa colpisce, soprattutto perché è arrivata in modo inaspettato, senza che per ora nulla abbia veramente alterato il quadro del fondamentali. Facciamo chiarezza insieme a Davide Tabarelli, presidente nomisma energia.

Ancora un record per il prezzo dell'oro: il contratto con consegna ad aprile sfiora i 3.000 dollari l'oncia a 2.909,70 dollari con un rialzo dello 0,77%. Rispetto al 2022, gli acquisti di oro fisico da parte delle banche centrali sono più che raddoppiati. La decisione dei Paesi occidentali di porre sanzioni sulle riserve della banca centrale russa ha rappresentato un punto di non ritorno, e suggerisce che, in futuro, qualsiasi paese che si dovesse trovare in forte disaccordo politico con l'Occidente potrebbe implicitamente correre il rischio di vedere i propri asset confiscati. Di conseguenza, le banche centrali di tutto il mondo hanno incrementato le riserve di oro e questa tendenza è destinata a continuare nel 2025. Il World Gold Council (WGC) stima che gli acquisti di oro da parte delle banche centrali abbiano spinto il prezzo al rialzo di circa il 15%. Commentiamo la notizia insieme a Alessandro Plateroti Direttore di NewsMondo.itGas ai massimi da febbraio 2023, scorte dimezzateI prezzi del gas naturale sono saliti ai massimi degli ultimi due anni, il Ttf scambiato ad Amsterdam intorno a metà seduta ha segnato un rialzo del 4,6% a 58,3 euro e il mercato teme una nuova crisi energetica. Si tratta del massimo dal febbraio 2023, dopo che i contratti hanno registrato quattro settimane consecutive di rialzi. Dopo una lunga lotta contro l'aumento delle bollette, l'inflazione ostinatamente alta e l'affievolimento dell'attività industriale a causa della crisi del 2022, l'Europa si trova di nuovo ad affrontare la minaccia di un altro rally prolungato che potrebbe scatenare ulteriori sofferenze economiche. Le scorte di gas della regione si stanno esaurendo rapidamente. Il maggior numero di giorni senza vento di quest'inverno, unito a un clima leggermente più freddo e alla perdita del transito del gas russo attraverso l'Ucraina all'inizio dell'anno, ha costretto i Paesi ad attingere alle scorte di carburante e ora i siti di stoccaggio europei sono pieni per meno della metà, il livello più basso per questo periodo dell'anno dal 2022. Secondo le previsioni mensili di ICIS (Independent Commodity Intelligence Services) questo mese il consumo di gas in Europa dovrebbe aumentare del 17% rispetto a un anno fa, trainato dalla domanda residenziale e commerciale. L'imminente stagione di manutenzione estiva della Norvegia potrebbe anche limitare le forniture in un momento in cui il mercato è già molto rigido. Gli operatori stanno tenendo d'occhio anche l'impatto dei dazi statunitensi e le possibili ritorsioni - che rischiano di rendere più costose le importazioni di gas naturale liquefatto - e le discussioni sulle forniture russe, dato che alcuni Paesi dell'Europa centrale continuano a chiedere il ritorno del transito del gas attraverso l'Ucraina. Ne parliamo con Sissi Bellomo, Il Sole24ore.Trump: «Dazi al 25% su acciaio e alluminio»In un botta e risposta con i giornalisti a bordo dell'Air Force One che volava dalla Florida a New Orleans per portare il presidente al Super Bowl nella giornata di domenica, Trump ha dettato l'agenda della settimana. Nella giornata di oggi, ha detto, annuncerà i dazi del 25% sull'import di acciaio e alluminio verso tutti i Paesi. Domani sarà invece la volta delle «tariffe reciproche» per colmare nei piani del presidente il deficit commerciale. Non ha fornito dettagli, né elenco di settori o Paesi che finiranno nel mirino e a quale grado. E nemmeno quando entreranno in vigore. Nel 2024 la produzione italiana di acciaio è stata di 20 milioni di tonnellate, inferiore a quello di siderurgie più giovani, come Iran e Vietnam. Il calo produttivo è dovuto al rallentamento dell ex Ilva; le imprese private hanno mantenuto volumi e occupazione nonostante il costo d energia più alto in Ue e la congiuntura. I Paesi terzi aumentano l export. "Ma in Italia non siamo rimasti fermi", ha spiegato il presidente di Federacciai, Antonio Gozzi. "La presenza internazionale si è rafforzata con l M&A; abbiamo investito 2,5 miliardi in nuovi impianti". La direzione verso cui deve muoversi l acciaio italiano è però il green. Interviene al microfono di Sebastiano Barisoni Antonio Gozzi - Presidente Federacciai.

After the start of the week was dominated by headlines regarding US import tariffs to be imposed on China, Mexico, and Canada, the Trump Administration has seemingly moved on, turning its focus on policies pertaining to Iran and bringing the Russia/Ukraine war to an end. For the global gas market, a negotiated end to the Russia/Ukraine war has the potential for an increase in Russian pipeline gas to Europe. Timing and magnitude of those flows matter and would change the current supportive price regime for the TTF natural gas market, potentially narrowing the arb between global gas and US natural gas prices in the intermediate term even sooner. We will discuss how an increase of Russian pipeline flows to Europe could impact the global natural gas markets.   Speaker:   Shikha Chaturvedi, Head of Global Natural Gas Research    This podcast was recorded on 7 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4904380-0 or more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In today's TTF, Kurt starts to revisit previously recorded segments that discussed various physical property characteristics of polymers that you would find on the typical datasheet.  Better studio and A/V equipment this time around!Find Simcoe Plastics on Facebook, Instagram, and YouTubeFind Kurt Stahle on Linked-In and "That Plastics Guy" group.Subscribe to our newsletter, too!All links here https://linktr.ee/kurt_stahle

2025. január 17., péntek 6:30-8 óra NÉVNAPOK, ESEMÉNYEK, SZÜLETÉSNAPOSOK, LAPSZEMLE, TŐZSDEI HELYZETKÉP BUDAPEST, TE CSODÁS: A kiadó házakért kevesebbet, a lakásokért többet kell fizetni 2025 elején - Portfolio.hu Kétmilliós pótdíj? Horrorisztikus esetekről számolt be a BKK - Portfolio.hu Nőtt a reptéri transzferek aránya a wigonál 2024-ben - Portfolio.hu Végleg bezárt a Körszálló, Budapest egyik legikonikusabb épülete Szeméthegyi túrára invitálja Lázár Jánost Zugló polgármestere Rákosrendezőre Telex: Március 15-től idén is lezárják a pesti alsó rakpartot az autósok elől Június 28-án tartják a 30. jubileumi Budapest Pride-ot Még életbe sem lépett az Airbnb-tilalom, több száz lakásnál már kitalálták, hogy játsszák ki azt ÉBRESZTŐ TÉMA: Mester uram! Biztosításod van-e? Itt az építőipari felelősségbiztosítás! Január 15-től minden építőipari tervezőnek és kivitelezőnek kötelezően rendelkeznie kell felelősségbiztosítással. Különösen a kisebb vállalkozások és egyéni vállalkozók körében lehet még elmaradás e követelmény teljesítését illetően, melynek hiánya akár a tevékenység tiltásával, sőt, a nyilvántartásból való törléssel is járhat. építési felelősségbiztosítás_20250114.docx Építőipari szereplők, figyelem: csúnyán bűnhődik, aki nem tesz eleget az új szabálynak Békés István, a Független Biztosítási Alkuszok Magyarországi Szövetsége (FBAMSZ) elnökségi tagja ÉRTÉKPERCEK: Olajpiac Az elmúlt hetek emelkedése mögötti tényezők Legutóbbi szankciók hatása az oroszokra, az orosz exportra OPEC részéről várható-e valami Várakozások a közeljövőre Gázpiac Mitől ment 50 EUR-ig a holland TTF? Más piacokon (USA) is hasonlók történnek? orosz export kiesésének hatásai vannak-e kockázatok erre a télre, vagy a következőre? Milyen kihívásokkal kell szembenézni? Aranypiac Megismételhető-e a tavalyi kiemelkedő teljesítmény? Mely tényezők mozgatják most az aranyat? Trump beiktatása után mi várható? Fábián Lóránt, az OTP Global Markets árupiaci kereskedője

Brent råolie Konsensus-forventningen om et solidt olieoverskud og lavere oliepriser i 2025 blev i sidste uge sat under yderligere pres. En ny betydelig sanktionspakke mod Ruslands olieindustri træder i fuld kraft fra marts, og både Indien og delvist Kina signalerer, at de ønsker at overholde de amerikanske sanktioner. I vores øjne er der ikke udsigt til olieoverskud, og vi løfter Brent-prognosen til $80 for både 1. og 2. kvartal.   Diesel Ny omfattende sanktionspakke mod den russiske olieindustri leder til en opdeling af året i 2 halvdele. Fraværet af et globalt olieoverskud, fragtrater løftet af nye sanktioner og større accept af sanktioner fra Indien og Kina løfter dieselprisen i 1. halvår, mens et strammere oliemarked aftager til efteråret. Vi anbefaler at udnytte terminskurven med en høj risikoafdækning af forbruget i 1. halvdel i år.   Naturgas Efter en ny højeste sæsonpris på €51 er gasprisen faldet 16% tilbage. Vi vurderer, at gasfundamentalerne ikke har set nogen vedvarende sæsonbedring. Vi venter, at TTF-prisen stabiliserer sig og i de kommende uger igen stiger mod €51 og €57 for at øge importen af LNG og skabe en lagerbedring. I det lys anbefaler vi at fastholde en høj risikoafdækning af forbruget gennem 2025. Læs hele analysen her. Vigtig investorinformation.

In today's #TTF, Kurt discusses what mineral fillers do, and when a mineral filled masterbatch would be used.Find Simcoe Plastics on Facebook, Instagram, and YouTubeFind Kurt Stahle on Linked-In and "That Plastics Guy" group.Subscribe to our newsletter, too!All links here https://linktr.ee/kurt_stahle

Samuel Silva from the Department of Pathology at Federal University of Ceará in Fortaleza, Brazil, discusses a research paper he co-authored that was published in Oncotarget Volume 15, titled, “Relationship between the expressions of DLL3, ASC1, TTF-1 and Ki-67: First steps of precision medicine at SCLC.” DOI - https://doi.org/10.18632/oncotarget.28660 Correspondence to - Fabio Tavora - fabio.tavora@argospatologia.com Video interview - https://www.youtube.com/watch?v=bJO2MD8AXkY Video transcription - https://www.oncotarget.net/2024/11/18/behind-the-study-dll3-asc1-ttf-1-ki-67-in-precision-medicine-for-sclc/ Sign up for free Altmetric alerts about this article: https://oncotarget.altmetric.com/details/email_updates?id=10.18632%2Foncotarget.28660 Subscribe for free publication alerts from Oncotarget: https://www.oncotarget.com/subscribe/ Keywords - cancer, DLL3, pathology, biomarkers, qupath, small cell carcinoma About Oncotarget Oncotarget (a primarily oncology-focused, peer-reviewed, open access journal) aims to maximize research impact through insightful peer-review; eliminate borders between specialties by linking different fields of oncology, cancer research and biomedical sciences; and foster application of basic and clinical science. Oncotarget is indexed and archived by PubMed/Medline, PubMed Central, Scopus, EMBASE, META (Chan Zuckerberg Initiative) (2018-2022), and Dimensions (Digital Science). To learn more about Oncotarget, please visit https://www.oncotarget.com and connect with us: Facebook - https://www.facebook.com/Oncotarget/ X - https://twitter.com/oncotarget Instagram - https://www.instagram.com/oncotargetjrnl/ YouTube - https://www.youtube.com/@OncotargetJournal LinkedIn - https://www.linkedin.com/company/oncotarget Pinterest - https://www.pinterest.com/oncotarget/ Reddit - https://www.reddit.com/user/Oncotarget/ Spotify - https://open.spotify.com/show/0gRwT6BqYWJzxzmjPJwtVh MEDIA@IMPACTJOURNALS.COM

Since late-October, a price premium has been building in the TTF natural gas market, particularly summer 2025. Starting the winter season with lower storage in the ground relative to last year, the European natural gas market has had to contend with a colder than normal November, a huge amount of uncertainty regarding whether Russian gas will flow through Ukraine in 2025, and slower than anticipated commencement timelines for new North American LNG export projects. We will discuss whether this risk premium is justified and how we see risks to the current price relationship between summer 2025 and winter 2025-26.   Speakers: Shikha Chaturvedi, Head of Global Natural Gas Research Otar Dgebuadze, Global Natural Gas Research   This podcast was recorded on 15, November 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4842530-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

2024. november 8., péntek 6:30-8 óra Szuszogás, véres szemek, repedtfazék hang. Minden van a mai adásban. Név- és születésnapi köszöntő, lapszemle és atőzsdei összefoglaló is. ÉBRESZTŐ TÉMA: Német kormányválság. A német kormánykoalíció szétesése után Olaf Scholz kancellár tárgyalásokat ajánlott fel a legnagyobb ellenzéki pártnak, a Kereszténydemokrata Uniónak (CDU) a közös munkáról. „Most nagyon gyorsan keresni fogom a párbeszédet Friedrich Merz ellenzéki vezetővel” – mondta Scholz nem sokkal azután, hogy kirúgta a kormányból Christian Lindner pénzügyminisztert, a jobboldali-liberális FDP elnökét. Hettyey András, külpolitikai szakértő, az Andrássy Gyula Egyetem docense. Budapest, te csodás, fővárosi rovat. Nagykörúti kerékpár sáv, Budapest GO, zuglói parkolás, és nemzetközi evezőssport. ÉP TESTBEN: Kutyás futás. Mi az a kutyás futás? És a kutyás terepkerékpározás, a dogscooter és a kutyafogathajtás? Dér Andrea, a Északi Szánhúzókutyások Sportklubja képviseletében. ÉRTÉKPERCEK:  Olajpiac. Mi mozgatta az elmúlt hetekben az árakat, miért nincs egyértelmű irány? OPEC helyzete, mikor várható, hogy növelnek a kínálaton?Trump győzelme hogyan hat az olajpiacokra? Várakozások? Arany. Meddig emelkedhet, mi hajthatja a mostani szinteknél is feljebb? Trump győzelem után várható-e változás a trendben? Mire érdemes figyelni? Gázpiac. A 40 EUR-s TTF szint vízválasztó lehet vagy van még tér az emelkedésre? kockázatok az előttünk álló hónapokra vonatkozóan? LNG piac alakulása. Trump győzelme után milyen változások várhatóak?Fábián Lóránt, az OTP Global Markets árupiaci kereskedője.

BUFFALO, NY - November 6, 2024 – A new #research paper was #published in Oncotarget's Volume 15 on October 11, 2024, entitled “Relationship between the expressions of DLL3, ASC1, TTF-1 and Ki-67: First steps of precision medicine at SCLC” This study, led by researchers from the Federal University of Ceará in Brazil and collaborating institutions in Brazil, Argentina and Spain, presents important findings on small cell lung cancer (SCLC), one of the most aggressive forms of lung cancer with limited treatment options. The research reveals how specific biomarkers in SCLC tumors could open new opportunities for more personalized and targeted therapies for these patients. SCLC accounts for about 15% of all lung cancer cases and is known for its rapid spread and resistance to many treatments. Currently, the five-year survival rate for SCLC patients is below 5%. Recent advances in precision medicine aim to improve these outcomes by identifying and targeting the unique characteristics of each patient's tumor. Researchers Samuel Silva, Juliana C. Sousa, Cleto Nogueira, Raquel Feijo, Francisco Martins Neto, Laura Cardoso Marinho, Guilherme Sousa, Valeria Denninghoff, and Fabio Tavora analyzed tumor samples from 64 SCLC patients using both traditional and digital pathology tools. Their findings highlighted promising results for two of the analyzed biomarkers: Delta-like ligand 3 (DLL3) and Thyroid transcription factor-1 (TTF-1). DLL3 was identified in over 70% of the tumors, highlighting its potential as a promising target for therapies like Tarlatamab. Another key finding involved TTF-1 expression; patients with TTF-1-positive tumors showed improved survival rates, underscoring its potential as a prognostic marker to refine diagnoses and predict patient outcomes. The authors also noted that, “The use of digital pathology software QuPath enhanced the accuracy and depth of analysis, allowing for detailed morphometric analysis and potentially informing more personalized treatment approaches.” In conclusion, the study suggests that clinical trials targeting biomarkers like DLL3 and TTF-1 could enhance SCLC patient outcomes by tailoring treatments based on individual biomarker profiles. This research marks an important step forward in precision medicine for SCLC. DOI - https://doi.org/10.18632/oncotarget.28660 Correspondence to - Fabio Tavora - fabio.tavora@argospatologia.com Video short - https://www.youtube.com/watch?v=YYsZ0UHPszg Sign up for free Altmetric alerts about this article: https://oncotarget.altmetric.com/details/email_updates?id=10.18632%2Foncotarget.28660 Subscribe for free publication alerts from Oncotarget: https://www.oncotarget.com/subscribe/ Keywords - cancer, DLL3, pathology, biomarkers, qupath, small cell carcinoma About Oncotarget Oncotarget (a primarily oncology-focused, peer-reviewed, open access journal) aims to maximize research impact through insightful peer-review; eliminate borders between specialties by linking different fields of oncology, cancer research and biomedical sciences; and foster application of basic and clinical science. Oncotarget is indexed and archived by PubMed/Medline, PubMed Central, Scopus, EMBASE, META (Chan Zuckerberg Initiative) (2018-2022), and Dimensions (Digital Science). To learn more about Oncotarget, please visit https://www.oncotarget.com and connect with us: Facebook - https://www.facebook.com/Oncotarget/ X - https://twitter.com/oncotarget Instagram - https://www.instagram.com/oncotargetjrnl/ YouTube - https://www.youtube.com/@OncotargetJournal LinkedIn - https://www.linkedin.com/company/oncotarget Pinterest - https://www.pinterest.com/oncotarget/ Reddit - https://www.reddit.com/user/Oncotarget/ Spotify - https://open.spotify.com/show/0gRwT6BqYWJzxzmjPJwtVh MEDIA@IMPACTJOURNALS.COM

It was 27th April 2016. Tej was supposed to celebrate his father's 60th birthday. The 21 year old college graduate left the house at 10 am in his Volkswagen Golf hatchback. He never returned for his father's party. Tej went missing. His car was never found. The is the story of the Chitnis family, that was left devastated when their son vanished in thin air. Chapters 00:00 - 01:00: Introduction 03:23 - 08:46: Hatchback 08:46 - 13:32: TTF 517 13:32 - 24:29: Degrees of Lies 24:29 - 27:52: Why Tej? 27:52 - 32:06: Hope Kills For extra episodes, early access, silly bloopers, subscribe at: https://www.patreon.com/thedesistudios or join our YouTube family https://www.youtube.com/channel/UCnbfV0YvrxWMq3h0hmo13Jg/join To buy Desi Studios merch, visit: https://kadakmerch.com/collections/desi-studios For fastest updates, follow our socials at: https://www.instagram.com/desicrime/

You need to have a good idea of the probability distribution of the TTF of your product when it comes to reliability engineering. The post Understanding (how bad) the Exponential Distribution (is) appeared first on Accendo Reliability.

0:55 Ranking Bank Points for Domestic Airfare We're talking about deeply discounted airfare, not FREE airfare.  Every one of these programs has a cash out path–that's great 1:45 Overview: Highs and Lows of each Program 1:59 Chase UR Talked about the most online, but not as valuable as Amex to us Much more straightforward than Amex 1 Cent per Ultimate Reward point earned (easy cash out on all card) 5x earning on Office Supply has been around for a long time.  Earning at high rates, transferring to a CSR/CSP  3:00 Earning Chase UR Easy to use Domestic Partners in United and Southwest Travel Portal booking is not ideal but does have uplift Earning with high multipliers and sign up bonuses works well 5/24 limits the number of cards you can get Can co-mingle points 6:30 Southwest (W/ Chase UR) Points have become less useful as Ticketless Travel Funds (TTF) have become permanent Less transfers from UR->Southwest because TTF are so plentiful If transferring , the best way to earn is still NOT on the Southwest credit cards.  7:43 Booking with the Chase Travel Portal: Price inflation is real (American, others) Be sure to check google flights Can see inflated prices on flights, issues when canceling 1.25 cents per point / 1.5 cents per point (20% - 33% discount on travel) Sometimes just taking cash back at 1 cent per point is the way to pay for travel These points are not ‘free' 10:53 Amex MR Overview Amex is so generous that they have changed subscribers' lives THE most generous bank with respect to SUB, earning bonuses and referrals The default cash back amount for a MR is 0.6 Cents ($.006) per MR with a few exceptions Difficult to get rid of these points.  12:41 Booking Travel with Amex MR With such easy earning there isn't a fast enough release valve sometimes Their travel portal is horrible, but is mandatory for the 35% rebate Insider fares are lower fares than anywhere else.  Extremely high annual fee cards needed to release points at high value To get good redemption rates with points you have to graduate to high annual fee cards Either churn the card or pay the high annual fee (carrying costs) to get good value Delta transfers are a great option – 1.1 cents in value per point, transfer 1:1 Holding a Delta card gives a 15% discount as well, works out to around 1.25 cents per point.  16:26 Earning Membership Rewards “They've gone crazy with the Sign up Bonuses”  Easier to earn at a moderate level than Chase (or any other bank)  Many high annual Fee cards, which come with many coupons/credits Nonstarter for someone just starting out.  18:55 Difficulties transacting with AMEX Need High annual Fee Business Platinum for 35% rebate (approx 1.5 cents per point)  Need High Annaul Fee Morgan stanley (1cpp) or Schwab (1.1 cpp) to cash out MR.  Cannot co-mingle points across spouses, which means you need 2 of each of these cards! 35% rebate only on airline of choice or business/first fares.  Extremely tricky to jump through hoops with Amex.  26:30 Bank of America Premium Rewards Both of us have had positive experiences with these points Earning on the Premium Rewards Elite  card ($550 annual fee) Cannot co-mingle with other point earning cards No Airline transfer partners.  Can pool with anyone easily 27:31 Booking Airfare With Premium Rewards Good Value, affordable flights work well with these points “Earning is not nearly as easy as Chase/Amex” Card is churnable Incidentals can help remove the sting of $550 annual Fee 1 cent per point easy cash out  20% rebate on airfare, which works out to 1.25 cents per point 29:03 Unique opportunity: 20% discount There is a Travel portal and you can use it for the uplift BUT you also can find any flight, any airline and call in getting credited for the flight And the BofA phone reps are GREAT.  If there's a higher price in their portal, or the airline doesn't show they will let you book it directly and credit you back and rebate you 20%.  Industry Leading. All other banks should follow  this lead Great because you can work with the airline directly 33:35 Citi ThankYou Points They've done a lot to limit the uplift on their points Premier use to get 1.25 CPP on travel Prestige is dead.  Why would anyone use the Citi travel portal?  Cash out path is so simple, 1 cent per point cash out on cards is easy.  34:31 Citi Travel portal No Uplift, or maybe negative uplift Now booking.com as the engine Pricing does not align from citi travel portal to booking.com Inflation causes erosion of value No upside on Airfare.  35:36 Citi Portfolio issues Strata Premier is their highest annual fee TYP card Complex pooling of points Double Cash is a great ‘all around' card Thank You points as a brand 38:07 Mention: Citi Transfer Partners Leading Hotels of the World  Wyndham (not as good as earning direct) EVA, Turkish, other random programs Lacks a big name domestic transfer partner, AA Transfer return is needed 40:12 Wells Fargo Think Fast: What are these points called? A: Wells Fargo Rewards Autograph Journey Card Visa Signature Card unlocks 1.5 cents per point on Autograph points.  Straightforward earning in some bonus categories Travel portal can be inflated Domestic Airfare for 35% off with points earned at a high multiple.  41:30 Honorable Mention: Capital One Quirky, nice SUB in some case Have done a great job of marketing their points as easier to use. That seems like an antiquated idea that people do really believe is true But now in order to compete Capital One has added transfer partners  This all puts them on par with most other issuers  44:21 Rank by ease of earning and using You'll just have to listen to find out! For 230+ Episodes where we speak more freely join our Patreon: www.patreon.com/milenomics

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Alexiou Gibson.  He grew his Sea Moss Business From Zero to Multi Millions in Less Than a Year.  Black-Owned Sea Moss Brand Secured $600K 'Shark Tank' Deal With Kevin Hart and Mark Cuban.  The Transformation Factory (TTF) is the passion of founder Alexiou Gibson. In his current role as CEO and President, he leads the company as a continuation of his own transformation from one seeking answers, to one providing answers. TTF is the culmination of his more than 10 years of battling health issues. He has used every disappointment, achievement, heartbreak, success, and learning moment to create the concept of TTF as a resource and inspiration for those trying to become their best selves. The TTF website will become is depository of information, tools, support communities and products. These are things that Alexiou feels would have helped him a great deal when he started his “Alexiou 2.0” journey. The good news is that “Alexiou 2.0” has culminated into The Transformation Factory – a place that will give everyone the tools they need to succeed on their own journeys.Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

In the past two weeks, US Henry Hub and European TTF have rallied in price significantly. With US prices at one point climbing above $2.70/MMBtu and TTF crossing 35 EUR/MWh, we will discuss the drivers of these price moves higher, including the reduction in supply currently in place - both in US production and global LNG supply -  and the fundamental changes that we expect to see as a result of the recent price rally. Additionally, we will dive deeper into headlines surrounding Golden Pass and the Ukraine/Russia transit deal, which could have implications to our current price forecast.   Speakers:   Shikha Chaturvedi, Head of Global Natural Gas Research   This podcast was recorded on 24 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4705416-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Vendredi 23 février, le prix du gaz (TTF) qui est à 23 euros le mégawattheure a été abordé par Nathalie Pelras, directeur de la Gestion de Fourpoints Investment Managers, Jean-François Robin, directeur de la Recherche de Natixis CIB, Frédéric Rozier, gérant chez Mirabaud France, et Valentine Ainouz, responsable de la stratégie taux chez Amundi Institute reçu par Marc Fiorentino dans l'émission C'est Votre Argent sur BFM Business. Retrouvez l'émission le vendredi et réécoutez la en podcast.

Our expert panel discusses how the Red Sea situation is affecting the global economy and equity markets, as well as key sectors and the shipping industry.----- Transcript -----Jens Eisenschmidt: Welcome to Thoughts on the Market. I am Jens Eisenschmidt, Morgan Stanley's Chief Europe Economist.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Cedar Ekblom: And I'm Cedar Ekblom, Shipping and Logistics Analyst.Jens Eisenschmidt: And on this special episode of the podcast, we will discuss the ongoing Red Sea disruptions and the various markets and economic dislocations caused by it. It's Tuesday, February 13th, 6pm in Frankfurt.Marina Zavolock: And 5pm in London.Marina Zavolock: 12 per cent of global trade and 30 per cent of container trade passes through the Suez Canal in Egypt, which connects the Mediterranean Sea and the Red Sea. Safety concerns stemming from the recent attacks on commercial ships in the Red Sea have driven the majority of container liners to divert trade around the Cape of Good Hope, pushing up container freight rates more than 200 per cent versus December of last year on the Asia to Europe route.Last week, our colleague Michael Zezas touched briefly on the situation in the Red Sea. Now we'd like to dig deeper and examine this from three key lenses. The European economy, the impact on equity markets and industries, as well as on global container shipping in particular.Marina Zavolock: So Cedar, let's start with you. You've had a high conviction call since freight rates peaked in the middle of January – that container shipping rates overshot and were likely to decline. We've started to see the decline. How do you see this developing from here?Cedar Ekblom: Thanks, Marina. Well, if we take a step back and we think about how far container rates have come from the peak, we're about 15 per cent lower than where we were in the middle of January. But we're still nearly 200 per cent ahead of where we were on the 1st of December before the disruption started.Cedar Ekblom: The reason why we're so convicted that freight rates are heading lower from here really comes down to the supply demand backdrop in container shipping. We have an outlook of significant excess supply playing out in [20]24 and extending into [20]25. During the COVID boom, container companies enjoyed very high freight rates and generated a lot of cash as a result. And they've put that cash to use in ordering new ships. All of this supply is starting to hit the market. So ultimately, we have a situation of too much supply relative to container demand.Another thing that we've noticed is that ships are speeding up. We have great data on this. And since boats have been diverted around the Cape of Good Hope, we've seen an increase in sailing speeds, which ultimately blunts the supply impact from those ships being diverted.And then finally, if we look at the amount of containers actually moving through the Suez Canal, this is down nearly 80 per cent year over year.Sure, we're not at zero yet, and there is ultimately [a] downside to no ships moving through the canal. But we think we are pretty close to the point of maximum supply side tension. That gives us conviction that freight rates are going lower from here.Jens Eisenschmidt: Thank you, Cedar, for this clear overview of the outlook for the container shippers. Marina, let's widen our lens and talk about the broader impact of the Red Sea situation. What are the ripple effects to other sectors and industries and are they in any way comparable to supply chain disruptions we saw as a result of the COVID pandemic?Marina Zavolock: So what we've done in equity strategy is we've worked with over 10 different sector analyst teams where we've seen the most prominent impacts from the situation in the Red Sea. We've worked as well with our commodity strategy team. And what we were interested in is finding the dislocations in stock moves related to the Red Sea disruptions in light of Cedar's high conviction and differentiated view.And what we found is that if you take the stocks that are pricing in the most earnings upside, and you look at them on a ratio basis versus the stocks that have priced in the most earnings downside. That performance along with container freight rates peaked sometime in January and has been declining. But there's more to go in light of Cedar's view in that decline.We believe that these moves will continue to fade and the bottom group, the European retailers that are most exposed. They have fully priced in the bear case of Red Sea disruptions continuing and also that the freight rate levels more importantly stay at these recent peaks. So we believe that ratio will continue to fade on both sides.The second point is you have some sectors, like European Airlines, where there's also been an impact. Air freight yields have risen by 25 per cent in Europe. And we believe that there is the potential for more persistent spillover in demand for certain customers that look to speed up delivery times.The third point is that in case of an escalation scenario in the Red Sea, we believe that it's less the container shipping companies at this point that would be impacted and we actually see the European refiners as most exposed to any kind of escalation scenario.And lastly, and I think this is going to tie into Jens' economics.We see a fairly idiosyncratic and broadly limited impact on Europe overall. Yes, Europe is the most exposed region of developed market regions globally – but this is nowhere near a COVID 2.0 style supply chain disruption in our view.Marina Zavolock: And Jens, if I could turn it back to you, how do you estimate the impact of these Red Sea disruptions on the European economy?Jens Eisenschmidt: That's indeed one thing we were sort of getting busy on and trying to find a way to get a handle on what has happened there and what would be the implications. And of course, the typical thing, what you do is you go back in time and look [at] what has happened last time. We were seeing changes to say delivery time. So basically disruptions in supply chains.And of course, the big COVID induced supply chain disruptions had [a] significant impact on both inflation and output. And so, it's of course a normal thing to ask yourself, could this be again happening and what would we need to see?And of course, we have to be careful here because that essentially is assuming that the underlying structure of the shock is similar to the one we have seen in the past, which of course it's not the case.But you know, again, it's instructive at least to see what the current level of supply chain disruptions as measurable in these PMI sub-indices. What they translate to in inflation? And so we get a very muted impact so far. We have 10 basis points for the EU area, 15 basis points for the UK. But again, that's probably an upper bound estimate because the situation is slightly different than it was back then.Back then under COVID, there was clearly a limit to demand. So demand was actually pushing hard against the limits of good supply. And so that has to be more inflationary than in the current situation where actually demand, if anything, is weakened by [the] central bank chasing inflation targets and also weak global backdrop.So, essentially we would say, yes, there could be some small uptick in inflation, but it's really limited. And that's talking about here, core goods inflation. The other point that you could sort of be worried about is commodity prices and here in particular energy commodities.But so far the price action here is very, very limited.If anything, so far, TTF prices are, you know, going in the other direction. So all, all in all, we don't really see a risk here for commodity prices, at least. If the tensions in the Red Sea are not persisting longer and intensify further – and here really, this chimes very well in the analysis of Cedar and also with Marina – what you just mentioned.That doesn't really look like any supply chain disruption we have seen on the COVID. And it also doesn't really look like that it would, sort of, last for so long. And we have the backdrop of a oversupply of containers. So all in all, we think the impact is pretty limited. But let's sort of play the devil's advocate and say, what would happen to inflation if this were to persist?And again, the backdrop would be similar to COVID. Then we could think of 70 basis points, both in the Euro area and the UK added to inflation. And of course that's sizable. And that's precisely why you have central bankers around the world, not particularly concerned about it – but certainly mentioning it in their public statements that this is a development to watch.Marina Zavolock: Thank you Jens, and thank you Cedar for taking the time to talk.Cedar Ekblom: Great speaking with you both.Jens Eisenschmidt: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review on Apple Podcasts and share the podcast with a friend or colleague today.

A novembre 2023 il tasso di occupazione è rimasto invariato al 61,8%, quello di disoccupazione scende al 7,5% (il più basso dal 2006), mentre il tasso di inattività cresce al 33,1%. Lo comunica l'Istat precisando che rispetto al mese precedente aumentano gli occupati e gli inattivi, mentre diminuiscono i disoccupati. Nello specifico il numero di occupati è salito a un nuovo record a quota 23.743.000 unità con 30mila unità in più su ottobre, quando gli occupati erano 23,7 milioni. Il numero di occupati di novembre è inoltre superiore di 520mila unità rispetto a un anno prima: corrispondono a un incremento di 551mila dipendenti permanenti e 26mila autonomi, mentre il numero dei dipendenti a termine è inferiore di 57 mila unità. L'Istat precisa che «a novembre 2023, prosegue la crescita dell occupazione che, rispetto al mese precedente, coinvolge solamente i lavoratori dipendenti, saliti a più di 18 milioni 700mila; con un aumento di 15mila unità, tornano a crescere anche i dipendenti a termine». L'occupazione aumenta (+0,1%, pari a +30mila unità) tra le donne (quella maschile rimane sostanzialmente stabile), i dipendenti e gli over 34, mentre cala tra gli autonomi e i 15-34enni. Il tasso di occupazione resta invariato al 61,8%. Ne parliamo con Riccardo Trezzi, economista e docente presso l'Università di Ginevra, fondatore del centro studi UnderlyingInflation.com.Gas. Fine del mercato tutelato. Il prezzo ai minimi dal 2021 ma non per le bolletteDomani 10 gennaio terminerà il mercato tutelato del gas per gli utenti non vulnerabili (oltre 5 milioni), mentre quello dell'elettricità andrà avanti solo fino al primo luglio. Chi non avrà optato per il mercato libero del metano, rimarrà con il proprio operatore del mercato protetto, ma con la tariffa Placet, in parte ancora fissata dall'autorità pubblica dell'energia, l'Arera. Secondo Consumerismo e Assium (l'associazione degli utility manager), sul mercato libero del gas sono più convenienti i contratti a prezzo variabile rispetto a quelli a prezzo fisso: 1.540 euro all'anno di spesa media contro 3.500. Intanto il prezzo del metano si avvicina ai 30 euro al megawattora alla Borsa di Amsterdam, il livello che aveva all'inizio della crisi energetica, nel novembre del 2021. Ma la bolletta del gas, secondo gli esperti, non scenderà nel 2024. Il calo del prezzo della materia prima sarà compensato dalla fine delle misure di calmiere poste dal governo nel 2022: Iva al 5% e taglio degli oneri di sistema. Il calo della quotazione alla Ttf di Amsterdam è dovuta alla domanda contenuta in Europa, grazie alle scorte che nell'Ue si mantengono sopra l'84%, a 967 terawattora. Per questa ragione, i contratti future sul mese di febbraio cedono l'8,82%, scendendo a 31,5 euro al megawattora. Tuttavia, la riduzione del prezzo del metano non farà ridurre le bollette. Secondo il presidente di Nomisma Energia, Davide Tabarelli, le tariffe del gas di gennaio dovrebbero aumentare del 9% rispetto a dicembre, a causa della fine nel 2024 dello sconto sull'Iva, che dal 5% tornerà al 22%. Approfondiamo il tema con Francesco Macrì, Presidente di Estra S.p.A. e Consigliere di Amministrazione di Leonardo S.p.A.Quale futuro per l'ex Ilva e per la politica industriale in ItaliaIeri è saltato il tavolo tra governo e Arcelor Mittal sull'ex Ilva di Taranto: la multinazionale ha rifiutato la richiesta dell'esecutivo di un aumento di capitale da 320 milioni di euro, con cui si proponeva di portare al 66% la partecipazione statale nell'azienda siderurgica di Taranto, tramite Invitalia, e che serviva a garantire la continuità produttiva per far fronte a una situazione di grave dissesto finanziario e crisi di liquidità dell'azienda. ArcelorMittal si è detta indisponibile ad assumere impegni finanziari e di investimento, anche come socio di minoranza. Attualmente il gruppo franco-indiano detiene il 62% di Acciaierie d'Italia, il 38% invece è in mano pubblica tramite Invitalia. Ora si potrebbe riaprire lo scenario dell amministrazione straordinaria, ma anche di una difficile battaglia legale. Il governo ha convocato i sindacati per giovedì 11 gennaio: in bilico il futuro di 20 mila lavoratori. Negli impianti del gruppo rischia di mancare il gas e nell indotto i salari non arrivano da un mese. Per il Sole un interregno senza guida è il rischio più grande mentre la Stampa scrive che anche se l'ex Ilva tornasse in mano allo Stato - con ulteriori iniezioni di denaro pubblico - senza una seria politica industriale il rischio di ritrovarsi daccapo tra pochi anni è drammaticamente concreto e il conto sarà più salato. Ne parliamo con Paolo Bricco, Il Sole 24 Ore.

Julian shifts into high gear in episode 6. The tension in Pittsburgh hits an all time high, Dash has eyes for Marian, Oscar has eyes for Maude's investment, Peggy tries to not have eyes for TTF, and Forte's back hurts. Plus some clock news! Also, we got interviewed by CNN! Here's the link: https://www.youtube.com/watch?v=JhASOgRA1SE To support the LoG on Patreon visit: https://www.patreon.com/lordsofgrantham To buy LoG Merchandise visit: https://www.teepublic.com/user/lords-of-grantham-podcast

Over the past several months the TTF market has been provided strong reminders of the lack of spare capacity in the event of a major supply shock. This has left a premium embedded in price to remain in place despite storage still at 99% full and structural demand loss still seemingly in place for industrial and residential/commercial demand. We believe this price premium is justified for now with so much time still left in the winter withdrawal season, but that price premium could start to fade as the market gets a better view of December weather and should that weather not appear. We think a further and perhaps more substantial slide in price could ensue if early indications of January weather were to also suggest milder than normal.   Speaker: Shikha Chaturvedi, Head of Global Natural Gas Research   This podcast was recorded on November 10, 2023 This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-4548305-0. For more information, please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.  

As memory tagging (MTE) finally comes to a consumer device, we talk about how it may impact vulnerability research and exploit development going forward. Then we get into a few vulnerabilities including a DNS response parsing bug on the Wii U, an Adobe Acrobat bug that was exploited by a North Korean APT, and a CPU bug (iTLB Multihit). Links and vulnerability summaries for this episode are available at: https://dayzerosec.com/podcast/222.html [00:00:00] Introduction [00:00:23] Hexacon 2023 Talks [00:02:48] First handset with MTE on the market [00:24:15] Exploiting DNS response parsing on the Wii U [00:33:11] Adobe Acrobat PDF Reader RCE when processing TTF fonts [CVE-2023-26369 [00:46:18] iTLB multihit The DAY[0] Podcast episodes are streamed live on Twitch twice a week: -- Mondays at 3:00pm Eastern (Boston) we focus on web and more bug bounty style vulnerabilities -- Tuesdays at 7:00pm Eastern (Boston) we focus on lower-level vulnerabilities and exploits. We are also available on the usual podcast platforms: -- Apple Podcasts: https://podcasts.apple.com/us/podcast/id1484046063 -- Spotify: https://open.spotify.com/show/4NKCxk8aPEuEFuHsEQ9Tdt -- Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy9hMTIxYTI0L3BvZGNhc3QvcnNz -- Other audio platforms can be found at https://anchor.fm/dayzerosec You can also join our discord: https://discord.gg/daTxTK9

L'Aula della Camera ha approvato la risoluzione presentata dalla maggioranza allo scostamento di bilancio e la risoluzione di maggioranza sulla nota di aggiornamento del Def . L'architettura della legge di bilancio poggerà quindi sui quattro pilastri rappresentati da taglio al cuneo fiscale, accorpamento dei primi due scaglioni Irpef, pacchetto famiglia e rinnovi dei contratti pubblici a partire dalla sanità. Ma sarà puntellata anche da tagli di spesa «difficili da digerire» per molti, ministri compresi, ma indispensabili a far quadrare i conti. Perché «un ferreo controllo dell'andamento della spesa diventerà un principio non più eludibile», scandisce il ministro dell'Economia Giorgetti nell'audizione di ieri sulla NaDef. Ne parliamo con il Prof. Gustavo Piga, Docente politiche economiche università di Roma Tor Vergata, editorialista Sole 24 Ore.Altro terremoto proveniente dalla Cina?Tonfo di Country Garden alla Borsa di Hong Kong: il colosso immobiliare cinese ha avvertito che potrebbe non riuscire a rimborsare il debito. Il titolo Country Garden ha chiuso ieri la seduta in calo del 10,7% e oggi chiude con un rimbalzo del +4%. Da inizio anno la quotazione ha perso quasi il 70%. Li Changjiang ha rassegnato le dimissioni da presidente, direttore esecutivo e rappresentante autorizzato di Country Garden Services. Facciamo il punto con Alessandro Plateroti, Direttore di NewsMondo.itC'è il rischio di una nuova crisi energetica?Il gas si conferma l epicentro delle tensioni sui mercati energetici. Nonostante oggi abbia rintracciatom intorno ai 46 euro al MWh, i prezzi in Europa continuano a correre, in rialzo di oltre il 20% nelle due sedute precedenti al Ttf e vicino alla soglia psicologica dei 50 euro per Megawattora. Un impennata ancora più significativa se confrontata con la performance del petrolio.Per questa ragione diverse categorie sono tornate a chiedere aiuti in ambito energetico. Ne parliamo con Davide Tabarelli, presidente Nomisma Energia.

European bourses are pressured as the region reacts to the FOMC, US futures are lower but action is slightly more containedDXY is off 105.68 best but remains supported, GBP pressured and sub-1.23 ahead of the BoE with pricing still near 50/50CHF collapses as SNB leaves rates unchanged, SEK pressured on the initial Riksbank announcement before appreciating on FX hedging & NOK benefits from Norges Bank guidance for another hikeBrief move higher on the SNB for EGBs/USTs has dissipated with hawkish FOMC undertones persisting pre-BoECommodities pressured in-fitting with the broader risk tone and USD action, TTF hindered further on an Offshore Alliance Woodside updateLooking ahead, highlights include US IJC, Existing Home Sales & EZ Consumer Confidence (Flash), BoE, CBRT & SARB Policy Announcements, ECB's Lagarde & Schnabel. Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses/US futures are generally struggling for direction though Tech lags post-ORCL -9.1% pre-marketUSD at the top-end of parameters but still sub-105.00; GBP stumbles on caveats to UK wage dataGilts outperform post-data but are off highs as BoE's appointee Breeden says she agrees that August CPI risks are skewed to the upsideCrude benchmarks choppy with specifics light while TTF continues to benefit from strike action, metals softer after Monday's strengthLooking ahead, highlights include BoE's Mann, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tech/NQ lead the equity space after NVDA earnings, +7.7% pre-market, as attention turns to Jackson HoleUSD has bounced from post-PMI lows, Antipodeans lag after recent outperformance & JPY unwinds recovery gainsEGBs/Gilts tested post-PMI bounds before running out of steam, USTs under modest pressureCrude has turned positive and nat gas benchmarks are off lows after Chevron's vote update; TTF remains markedly pressured post-WoodsideWoodside and unions came to an in-principle agreement on numerous issues, vote due at 12:30BST/07:30ETBRICS to invite Iran, Egypt, Argentina, Ethiopia, Saudi Arabia and UAE to become new membersLooking ahead, highlights include US Durable Goods & Initial Jobless Claims, Fed's Jackson Hole Symposium, Banxico Minutes, CBRT Policy Announcement, Speeches from Fed's Harker & Collins, Earning from Dollar Tree.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this latest OIES podcast, recorded by the Gas Research Programme, James Henderson talks to Patrick Heather about his new paper entitled “European Traded Gas Hubs: their continued relevance”. The title of the paper was inspired by the questions raised by the European Commission about whether the TTF hub provided a relevant gas price benchmark […] The post OIES Podcast – The Relevance of European Gas Hubs appeared first on Oxford Institute for Energy Studies.

C dans l'air du 23 juin : Réformes : et maintenant Macron vise le monde ! LES EXPERTS : - Philippe DESSERTINE - Directeur de l'Institut de Haute Finance, auteur de Le grand basculement - Sylvie MATELLY - Économiste - Directrice adjointe de l'IRIS - Institut de Relations Internationales et Stratégiques - Nathalie SAINT-CRICQ - Éditorialiste politique - France Télévisions - Thomas GRJEBINE - Économiste au CEPII, Responsable du programme "Macroéconomie et finance internationales" Lors du Sommet pour un nouveau pacte financier mondial qu'il a organisé jeudi et vendredi à Paris, Emmanuel Macron a plaidé pour "un choc de financement public" afin d'aider les pays les plus vulnérables à faire face au changement climatique. L'argent, le nerf de la guerre… mais où trouver les fonds ? Devant un parterre de cinquante chefs d'États et des responsables d'organisations internationales, le président de la République a appelé à la "mobilisation générale" pour mettre en place des taxations internationales sur les transactions financières, les billets d'avion et le transport maritime. En France, "nous sommes numéro deux au niveau mondial en termes de niveaux" de prélèvements obligatoires. Et pourtant nous avons une taxe sur les compagnies aériennes, nous avons une taxe sur les transactions financières (TTF). Nous avons mis en œuvre les deux", a-t-il affirmé. « Aidez-nous à aller chercher tous les pays qui aujourd'hui n'ont pas de TTF et qui aujourd'hui n'ont pas de taxation sur les billets d'avion. Aidez-nous à mobiliser à l'Organisation maritime internationale en juillet pour qu'il y ait une taxation internationale", a lancé le chef de l'État. "La taxation internationale dans un seul pays, ça ne marche pas", a-t-il ajouté, juste avant la clôture du sommet. Emmanuel Macron n'a également pas totalement exclu de plaider pour un impôt de solidarité sur la fortune (ISF) au niveau mondial pour financer la lutte contre le changement climatique, après l'avoir largement supprimé en France. "J'ai supprimé une partie de l'ISF en France parce qu'on était quasiment les seuls à le faire", a-t-il expliqué. Faut-il donc un "ISF climatique mondial"? "Je pense qu'il faut une taxation internationale qui finance cela", a éludé Emmanuel Macron alors que le débat sur un ISF vert pour financer la transition écologique est relancé dans l'hexagone. Proposé dans le rapport de l'économiste Jean Pisani-Ferry, mandaté par la Première ministre Elisabeth Borne, afin de financer la transition écologique, l'idée est défendue par la Nupes mais aussi par des personnalités à droite. Ainsi l'ancien Premier ministre Dominique de Villepin a pris position ces derniers jours pour un ISF vert, arguant que les plus riches "doivent montrer l'exemple". "Il faut accepter que ceux qui ont plus fassent davantage, et que chacun contribue à la mesure de ses capacités", a-t-il insisté. Le premier président de la Cour des comptes, Pierre Moscovici a de son côté jugé que le débat avait été "trop vite" évacué par le gouvernement. Dès le lendemain de la publication du rapport Pisani-Ferry, le ministre de l'Économie et N.2 du gouvernement avait fermé le ban en affirmant que pour financer les investissements nécessaires à la transition écologique, les impôts et l'endettement n'étaient "pas de bonnes options". Selon des propos rapportés par Le Figaro, Emmanuel Macron avait ensuite évoqué le sujet en Conseil des ministres pour mieux le dénoncer, estimant qu'il fallait "éviter le piège à la con de la fiscalité des plus riches." Promesse de campagne d'Emmanuel Macron en 2017, l'ISF a été supprimé et remplacé par l'impôt sur la fortune immobilière (IFI) en 2018. Depuis les économistes et analystes politiques sont partagés sur l'impact de cette mesure - certains y voient un outil de lutte contre l'exil fiscal et pointent l'exemple de la Norvège qui vient de voir une trentaine de milliardaires quitter le pays après avoir augmenté ses impôts de 0,1%, tandis que d'autres fustigent une baisse importante des recettes fiscales, un creusement des inégalités sociales et rappellent l'exemple des Etats-Unis où une personne possédant la nationalité américaine doit payer des impôts sur ses revenus, où qu'elle soit sur la planète. Alors comment financer la lutte contre le réchauffement climatique ? Emmanuel Macron évoque un "consensus complet" pour "réformer en profondeur" le pacte financier mondial. Quel est-il ? Enfin où en est le projet "Singapour-sur-Tamise", défendu pendant de long mois par les partisans du Brexit, à savoir faire de Londres un paradis fiscal, faiblement réglementé, aux portes de l'Europe ? DIFFUSION : du lundi au samedi à 17h45 FORMAT : 65 minutes PRÉSENTATION : Caroline Roux - Axel de Tarlé REDIFFUSION : du lundi au vendredi vers 23h40 RÉALISATION : Nicolas Ferraro, Bruno Piney, Franck Broqua, Alexandre Langeard, Corentin Son, Benoît Lemoine PRODUCTION : France Télévisions / Maximal Productions Retrouvez C DANS L'AIR sur internet & les réseaux : INTERNET : francetv.fr FACEBOOK : https://www.facebook.com/Cdanslairf5 TWITTER : https://twitter.com/cdanslair INSTAGRAM : https://www.instagram.com/cdanslair/

Drs. Vamsi Velcheti and Jack West discuss ADAURA, KEYNOTE-671, and KEYNOTE-789 trials in NSCLC and the first pivotal study of sunvozertinib for the treatment of NSCLC with EGFR exon 20 insertion mutations. TRANSCRIPT Dr. Vamsi Velcheti: Hello, I'm Dr. Vamsi Velcheti, your guest host for the ASCO Daily News Podcast. I'm a professor of medicine and director of thoracic medical oncology at the Perlmutter Cancer Center at NYU Langone Health. My guest today is Dr. Jack West, a thoracic oncologist and associate professor in medical oncology at City of Hope Comprehensive Cancer Center. Today, we'll be discussing practice-changing studies and other key advances in lung cancer that were featured at the 2023 ASCO Annual Meeting.   Our full disclosures are available in the transcript of this episode and disclosures of all guests on the ASCO Daily News podcast are available at asco.org/DNpod.   Jack, there was a lot of exciting new data that emerged from the ASCO Annual Meeting, and it's great to have you back on our podcast today to talk about all the key updates in lung cancer.   Dr. Jack West: Absolutely. Thanks so much. It's always a high-energy meeting, and there was a lot to talk about in the lung cancer sessions this year for sure.  Dr. Vamsi Velcheti: Let's begin with LBA3, the ADAURA trial. This was presented in the Plenary Session at ASCO; we've heard previously the DFS updates from previous meetings, and overall survival updates were presented at the ASCO 2023 Annual Meeting. So, Jack, what was the highlight of the presentation for you? And could you put things in context for us? We have known about the DFS data for a while now. What gets you so excited about this study?  Dr. Jack West: Well, we've actually been focused on this trial for literally 3 years, since Dr. Herbst presented it at another Plenary presentation back in the ASCO Meeting in 2020 when we saw tremendous differences in the DFS data. Again, this was a trial of patients with resected stage 1b to 3a EGFR mutation-positive non-small cell lung cancer. Nearly 700 patients were randomized to after-surgery, and for many, but not all, patients undergoing chemotherapy, it wasn't mandated. But after that, they were randomized to get adjuvant, placebo, or osimertinib for up to 3 years. And we saw huge differences in the disease-free survival from the first presentation, with a hazard ratio in the range of 0.2.   We have notably seen significant improvements in disease-free survival before with other EGFR TKIs for this population after surgery, but nothing in this range. And it's also notable that in the various other trials of other EGFR inhibitors in the postoperative setting, we've seen a DFS benefit, but that didn't translate to an improvement in overall survival. So, seeing a press release that this was associated with a significant and, in fact, highly significant by report, improvement in overall survival, as well as DFS, was really notable.   What's also, I think, particularly important as a focus of this is that in the later presentations of this work, with longer follow-up last year, we saw that the DFS curves showed a drop in the DFS starting after these patients had completed 3 years of treatment. So, really suggesting that at least some, if not many or most of these patients who had been on adjuvant osimertinib were subject to a higher risk of relapse once they completed that. So, again, making the endpoint of overall survival particularly important. It's always been to me the endpoint we should care about most in a curative setting. Although the DFS was the primary endpoint of the study and it was powered and built around specifically focusing on the DFS difference, so overall survival was reassuring, I think, when we actually saw it, but not what the trial was centered around.    And what we saw was a very dramatic improvement in overall survival with a hazard ratio of 0.49. That was essentially the same for the patients with stage 2 to 3a disease, as well as the broader population with stage 1b to 3a disease. When we look at the absolute numbers for overall survival at 5 years, there was an improvement from 73% to 85% with osimertinib, and in the population from 1b to 3a, an improvement from 78% to 88%. So, many things to comment on here. Really remarkable to see an 88% 5-year survival in the osimertinib arm that includes patients with stage 3a disease.    I would say that there's still some controversy, some questions about this, and it really centers around a few things. One is, like many global trials, this one enrolled patients from many places that did not have the same standard of care staging that we follow in the U.S. There wasn't any specification or mandate for PET scans, which would be very routine in the U.S. And brain MRIs were not mandated either. And so there were almost certainly some patients with more advanced disease that was not detected that would be a big advantage for the osimertinib arm, but really not characterized. And also, the crossover was made possible to osimertinib starting in April of 2020, but only 38.5% of the patients on the control arm actually received osimertinib at the time of relapse. And even though many of the other patients who had a relapse did get another EGFR inhibitor, I don't think there's much question that osimertinib is the preferred and optimal EGFR TKI.   And so there were a couple of important factors kind of going for this trial. One is the long, long, long duration of treatment at 3 years, though with a drop-off, I think some questions about whether even that is enough, and we might be tempted to treat beyond 3 years. And then how much did the inability of most of the patients on the control arm to get osimertinib later contribute? My personal view is that it is a troubling aspect of this trial. But also so many other trials that they're run globally in places where we arguably perpetuate these disparities by running these trials that, in part, magnify the differences between the two arms because some patients just will not have access to what is our best standard of care in the U.S., or many other parts of the world, but weren't necessarily available to many of the patients on the control arm where it was conducted. So, I think that's always a concern. It's definitely an issue of this trial, but I would not say it's unique to this one.  Dr. Vamsi Velcheti: Very good points, Jack, and I completely agree with you. I think those certainly are concerns. But on the other hand, this is a pragmatic trial and that's the real-world scenario in terms of access issues, in terms of osimertinib globally, correct, in the stage 4 setting, even though we all agree that osimertinib is the best option for patients with metastatic EGFR-mutated lung cancer, I think that's obviously a reflection of global access issues and global disparities and changes in standard of care in terms of workup as well. So, it's somewhat of a pragmatic trial in some ways and I completely agree with you, I think that may have potentially had some impact on the overall survival.  Dr. Jack West: Well, I would clarify that I don't think that this really highly significant difference in overall survival is undermined completely by this. There's no question in my mind that with the huge difference in disease-free survival that we'd already seen for 3 years, it has become our standard of care really for this population at least to offer it, if not to strongly recommend it. But I would say that most of us have been quite inclined to recommend it, perhaps with caveats. And I would say that this overall survival benefit mostly corroborates that, even if there are some concerns about how these trials are done, but it's still an impressive difference that would lead me to only cement my practice of pursuing it in this setting. I just would love to re-examine how we conduct these trials and potentially potentiate disparities that exist and don't want to have our trials be more positive by capitalizing on that.   Dr. Vamsi Velcheti: Let's move on to the next abstract, LBA100; this is the KEYNOTE-671 trial. This was featured during the meeting's Clinical Science Symposium. This is a study of pembrolizumab or placebo plus platinum doublet followed by surgical resection and pembrolizumab or placebo for early-stage non-small cell lung cancer. Jack, what was the key message from this trial, and do you consider this as practice-changing?  Dr. Jack West: This has been an area where we've seen really dramatic evolution in our practice patterns, specifically, at least for patients who don't have a tumor harboring an EGFR mutation or ALK rearrangement. I would say that there has been some momentum toward preoperative neoadjuvant therapy, specifically based on the CheckMate-816 trial that gave chemo with nivolumab versus placebo and showed a significant improvement in the pathologic complete response rate at surgery as well as event-free survival. The overall survival looks encouraging but is still early and hasn't met the threshold for statistical significance, and that's FDA-approved.   But we still question whether there's a value to doing anything in the postoperative setting. And the CheckMate-816 trial did not include that as part of the trial. It allowed postoperative management at the judgment of the treating physician but didn't really prescribe anything. We now have the results of several trials in the last few months that have added a component in the postoperative setting in addition to three or four cycles of preoperative chemoimmunotherapy. And the first one that gave us a glimpse was the AEGEAN trial presented by Dr. John Heymach at AACR in April of this year that looked at chemo and durvalumab versus chemo placebo and then followed by a year of durvalumab versus placebo after surgery. That showed results in terms of major pathologic response and event-free survival that are significantly better with immunotherapy. Not clearly superior to what we would see with CheckMate-816.   And then even more recently, we saw a monthly Plenary presentation from ASCO with the Neotorch trial presented by Dr. Shun Lu of China. This was a Chinese trial only that presented results just for patients with stage 3 disease thus far. This included patients with stage 2 or stage 3, but what we saw is stage 3 results and that looked at chemo with toripalimab for 3 cycles versus placebo and then a year of checkpoint inhibitor or placebo. This also shows a benefit with the addition of immunotherapy, but not clear if that's better than what we can already achieve with neoadjuvant alone with the Checkmate-816 approach.   And then what we have now is a presentation and simultaneous publication by Dr. Heather Wakelee of KEYNOTE-671. And this is really almost the exact same trial design as AEGEAN. It's 4 cycles of platinum doublet chemotherapy and it is for patients with stage 2 to 3a disease. And this gave 4 cycles of chemotherapy with placebo or pembrolizumab. And then after surgery, patients would go on in the investigation arm to a year of pembrolizumab or to the additional year with placebo. And this shows a significant improvement in event-free survival with a hazard ratio of 0.58. It's most prominent in patients with high PD-L1, where the hazard ratio is 0.42. But there's still a benefit in patients with PD-L1 less than 1%, where it's 0.77. And there was a trend toward better overall survival here, hazard ratio of 0.73. It does not reach statistical significance at this early point. It's still preliminary but certainly looks encouraging. And there are also significant improvements in major pathologic response, where less than 10%, about a threefold difference from 30.2% with immunotherapy compared to 11% with placebo. And a very impressive improvement in pCR rate, which is 18.1% with the chemo and pembro compared to 4% with chemotherapy alone. Not surprisingly, when we look at event-free survival, it's best in the patients who achieve a pathologic complete response, but pembrolizumab improved outcomes in event-free survival even for those who didn't achieve a pCR.   The real question I would say is does the addition of a year of checkpoint inhibitor therapy postoperatively add to what we already achieve with those first three cycles with chemo-neo or 4 cycles with maybe one of these other options? And these trials can't answer that question because they just include them as a package deal. There's no way to tease apart right now the component of what incremental benefits you get from that. And it certainly adds a year of time coming in for every 3-week infusions. Even if you space that out, it's still a year of coming in and getting infusions, potential cumulative immune-related toxicities, and a lot of cost versus potentially being done. And I think that really is the big question at this point of do you want to recommend something when we don't really have a precedent for much benefit beyond the first 4 cycles? Perhaps. Certainly, we give maintenance pemetrexed and other immunotherapies and there can be benefit there. So, I wouldn't say you necessarily cap that. But if there is resistant disease after the first 4 cycles you've already given 3 cycles, how much benefit is there? How likely is it that you're going to eradicate the last cancer cells with more?   That said, I think many patients, and oncologists myself perhaps included, are going to be inclined to err on the side of possibly over-treating, but at least trying to give everything that is part of a widely studied, FDA-approved approach once these options become available. I just think it's going to end up as a careful discussion with each patient about whether they'd prefer to just say they're done or do that extra year and really feel that even if it comes back, they've done everything that made sense to try.  Dr. Vamsi Velcheti: Very good points, Jack. So let's move on to another abstract, which is the LBA9000. This is the KEYNOTE-789 trial. In my opinion, this is the most important negative phase 3 trial in lung cancer in a while. This is a trial looking at pemetrexed platinum with or without pembrolizumab in patients who have EGFR mutation-positive metastatic non-small cell lung cancer. So, what are your key takeaways, Jack?  Dr. Jack West: Well, I would say essentially we've been waiting to figure out what is the best treatment approach for patients with acquired resistance after osimertinib. And most of the patients had received osimertinib for their EGFR mutation-positive non-small cell. This is essentially KEYNOTE-189 being run in the EGFR mutation-positive patients after they've exhausted at least the major benefit of EGFR TKI therapy.   What we saw was a hazard ratio for progression-free survival of 0.8. It didn't quite make it across the threshold for efficacy, a significant difference. And so it missed that efficacy boundary. And overall survival, the hazard ratio is 0.84, also missing the efficacy boundary. When you look at the actual curves, they show modest separation, nothing eye-popping, certainly compared to some of the other trials we're talking about. But I wouldn't say they show no benefit. And I think that's, to me, why there's really still a role for a nuanced thought process and maybe some discussion about how negative this is. This is not, in my mind, stone-cold negative with no patients benefiting from immunotherapy. This is a trial that really suggests that there's a subset of patients who are benefiting from immunotherapy.   And we've also seen going back to subset analysis of the IMpower150 trial and also the ORIENT-31 trial with sintilimab and a bevacizumab biosimilar, another anti-VEGF inhibitor. These trials both really indicated a benefit in this population after EGFR TKI therapy of immunotherapy combined with VEGF. I think there could still be a value in there. I don't want to be a Pollyanna or too open-minded, but I think that there was at least a suggestion that this could still be a fruitful avenue. I think that this is still something we should do additional studies on that could bear fruit. I wouldn't close the door and categorically say this is just never going to translate to any benefit for any of these patients.   Dr. Vamsi Velcheti: The key thing, though, is, like in EGFR mutant patients I think in the previous studies as well, the response rates with single-agent PD-1 have been very minimal. And I think one of the things that's actually very important to highlight is in the operative setting, the early-stage setting, unfortunately, some of the trials with immunotherapy have included patients with an EGFR mutation. And now we have a treatment option for those patients within the adjuvant setting, especially osimertinib. We just heard from the ADAURA trial, which has a clear significant overall survival benefit. So I think it's really important to test for EGFR mutation in all stages. And if somebody with the early stage has an EGFR mutation, adjuvant immunotherapy, or perioperative immunotherapy may not be the best option for those patients.  Dr. Jack West: Right. I agree with that, although it is interesting that the KEYNOTE-671 trial did have some small population of patients with an EGFR mutation, and in that subset analysis, they seem to benefit from the pembrolizumab. I would not say that we should divert from ADAURA, but I'm just not as sure that our previous statement and mindset that immunotherapy just categorically doesn't work for patients with driver mutations is that simple.   First of all, there is some heterogeneity about which driver mutation, and the ALK-positive patients seem to really get no benefit. But I think there's still some questions about immunotherapy for EGFR. Certainly, patients with KRAS or BRAF V600E seem to benefit like the broader range of patients. And I would also say maybe it's different whether you're giving immunotherapy combined with chemotherapy versus as monotherapy. So that's why I'm just not that sure we really can characterize this that well yet.   The one additional point I would make about KEYNOTE-789 and the potential role of immunotherapy is that some experts in thoracic oncology and general oncologists alike may prefer to introduce chemotherapy at a time of progression, but keep the osimertinib going, maybe particularly for patients with brain metastases, whether current or a history of them, where we really feel that the osimertinib adds a critical component to CNS control. We don't want to ever give osimertinib or probably other EGFR TKIs concurrently with immunotherapy. So that's just a factor that we'd really want to consider when we're prioritizing where to fit in immunotherapy, if at all.  Dr. Vamsi Velcheti: Thank you, Jack. And let's move on to the next abstract, Abstract 9002. This is a pivotal study of results from the sunvozertinib, which is an EGFR exon 20 insertion site mutation drug. There's some very promising data. Jack, how do you feel this study is going to influence practice?  Dr. Jack West: Well, this is not an agent we have access to broadly yet, but I was quite impressed by it overall. I didn't mention it. We talked about it in the pre-ASCO discussion, and it was really one that I would mark as potentially practice-changing when we can get it. DZD 9008 or sunvozertinib is a potent inhibitor of exon 20 insertion mutations, and this was 97 patients, and the majority had had a couple of lines of prior therapy. They had to have gotten chemo, and the response rate was 60%, and it was really comparable efficacy with the different mutation subtypes.   I think that the main thing that I would want to clarify a little better in my own patient population is how well the drug is really tolerated. We talked about that there was not really much grade 3 toxicity and that's true, but diarrhea rates were 67%, even though it was grade 3 and just about 8%. But grade 2 diarrhea or grade 2 rash in patients who are on this therapy, we hope for a long time, I think is something we shouldn't minimize. And I think that particularly our mindset about toxicity needs to be different when we're talking about giving a treatment for 2 or 4 cycles and then being done with it versus something we hope we're going to be giving longitudinally. And we really don't want to minimize the potential impact on the quality of life of patients who are experiencing grade 2 rash, diarrhea, or paronychia for months and months, maybe more than a year at a time.   But that said, this is twice the response rate if not more than that of what we have already had for patients with this molecular aberration with an exon 20 insertion. So I think it's compelling and I think that it's going to be really valuable to offer to our patients. I just would like to clarify better how well patients who are actually on it are feeling when you incorporate the potentially chronic toxicity issues.  Dr. Vamsi Velcheti: Thank you, Jack. And let's move on to the last abstract. This the LUNAR study, LBA9005. This is a positive phase 3 study that looked at tumor-treating fields or TTF therapy with standard of care treatments in metastatic non-small-cell lung cancer following platinum failure. This has been talked about a lot at ASCO, and Jack I'm eager to hear your key takeaways about this study.  Dr. Jack West: Well, we knew from a press release several months ago, I think back in February, that there was a significant improvement in overall survival with the addition of tumor-treated fields. Again, this concept that electric fields can lead to antimitotic effect and potentially downstream induction of immunogenic cell death and enhanced immune response, that's at least the concept. And it's of course established, has utility in patients with glioblastoma, although kind of, I would say underutilized because it can be cumbersome. And I think that's one of the things we need to factor in is that this is not the easiest approach to pursue.   But we don't have that many therapies that improve overall survival significantly in previously treated patients with non-small cell lung cancer. So, I think there's good reason to focus on this and ask how beneficial it is. It was notable, it was pretty much an even split of patients enrolled on the trial, 276 patients total, but about half had gotten chemo but not gotten immunotherapy before. And then the other half, I would say the clear majority, had gotten immunotherapy as well as chemo and got docetaxel-based treatment.     And the overall survival benefit was significant for the intent to treat total population with a hazard ratio of 0.74 and a difference in 3-year survival of 18% favoring the addition of tumor-treating fields on the chest versus 7% in the patients who didn't. It really seemed to separate between the patients who had not had an immune checkpoint inhibitor and got tumor-treating fields with the checkpoint inhibitor where the hazard ratio is 0.63 and those who got tumor-treating fields with docetaxel where the hazard ratio was 0.81. So it really wasn't significant in this population.  Toxicity, no real surprises compared to what we already knew about tumor-treating fields. Mostly dermatitis, but I would say that one of the kind of unmeasured issues is that this is a device that people have to wear on their chest carrying a battery pack with them all day long. It's essentially all the waking day, and so I think that's at least cumbersome. I wouldn't call it prohibitive, but it's a challenge. And I think we need to really ask whether the juice is worth the squeeze, whether the benefit is that compelling. And I question that when we're talking about an agent that doesn't significantly move the needle against docetaxel alone.   Again, this is a population where in the U.S. we have ramucirumab to add to docetaxel. Not everyone does that. It's not uniform, but that has a statistically significant, though modest survival benefit associated with that. We don't do better than that with tumor treating fields. And so, I think that this is an option that merits discussion and some patients may opt for it, but I suspect that most of my patients would not find the absolute difference to be that compelling for the challenges it incurs. I don't know what your perspective is here.  Dr. Vamsi Velcheti: I completely agree, Jack. And I think the study design and just the fact that the standard of care has changed over the last 5, actually 6 years since the study has been open. And I'm not really so sure I could really make much sense of the data in terms of the standard of care combination with TTF providing more benefit. And I think there are more questions than answers here and I'm not so sure which populations would benefit the most. And I think, I hate to say this, but this is a nice proof of concept. I hate to say this because it's a phase 3 study and it's a positive phase 3 study, but it's clinical relevance with the current standard of care, I think, I'm not really sure how much of an impact this would really have.    Well, Jack, I've really enjoyed speaking with you about these key advances in lung cancer that were featured at the 2023 ASCO Annual Meeting. Our listeners will find links to all the studies discussed today in the transcript of this episode. Thank you so much, Jack, for joining us today.  Dr. Jack West: Always a pleasure. Thanks so much.  Dr. Vamsi Velcheti: And just like that, we've reached the end of another enriching episode. But remember, like all good things, this too must come to an end, but only until we meet again. We really would like your feedback on the podcast. If you enjoyed the podcast, please rate, review and subscribe wherever you get your podcasts.  Disclaimer:    The purpose of this podcast is to educate and to inform. This is not a substitute for professional medical care and is not intended for use in the diagnosis or treatment of individual conditions. Guests on this podcast express their own opinions, experience, and conclusions. Guest statements on the podcast do not express the opinions of ASCO. The mention of any product, service, organization, activity, or therapy should not be construed as an ASCO endorsement.   Follow today's speakers:   Dr. Vamsidhar Velcheti   @VamsiVelcheti   Dr. H. Jack West   @JackWestMD   Follow ASCO on social media:    @ASCO on Twitter   ASCO on Facebook   ASCO on LinkedIn      Disclosures:    Dr. Vamsidhar Velcheti:   Honoraria: ITeos Therapeutics   Consulting or Advisory Role: Bristol-Myers Squibb, Merck, Foundation Medicine, AstraZeneca/MedImmune, Novartis, Lilly, EMD Serono, GSK, Amgen, Elevation Oncology, Taiho Oncology, Merus   Research Funding (Inst.): Genentech, Trovagene, Eisai, OncoPlex Diagnostics, Alkermes, NantOmics, Genoptix, Altor BioScience, Merck, Bristol-Myers Squibb, Atreca, Heat Biologics, Leap Therapeutics, RSIP Vision, GlaxoSmithKline     Dr. Jack West:   Honoraria: AstraZeneca, Genentech/Roche, Merck, Takeda, Mirati, Regneron, Amgen, Abbvie   Consulting or Advisory Role: AstraZeneca, Genentech/Roche, Merck, Takeda, Mirati Therapeutics, Regneron, Amgen, Abbvie, Summit Therapeutics   Speakers' Bureau: Takeda, Merck, AstraZeneca        

En 2020, Pierre Larrouturou, député européen socialiste, entamait une grève de la faim pour faire pression sur l'Europe. Son but était qu'une taxation sur les transactions financières (TTF) soit mise en place. Selon lui, cette taxe permettrait d'ajouter environ 60 milliards dans les poches des Etats Européens. Le 16 février dernier, le parlement européen a fini par voter une résolution demandant sa création avant la fin du mois de juin 2023. Robin Lemoine s'intéresse donc aux fonctionnements des TTF ainsi qu'à leur probable impact sur l'économie Européenne auprès de Gunther Capelle-Blancard, professeur d'économie à l'Université Paris Panthéon Sorbonne De quelle taxe sur les transactions financières parle-t-on ? Combien cela pourrait rapporter ? Cette taxe peut-elle permettre de limiter la spéculation sur les marchés financiers ? Quels sont les risques d'une telle mesure ? Sources : La taxation des transactions financières : Une vraie bonne idée, Gunther Capelle-Blancard, Octobre 2017 La taxe sur les transactions financières, La finance pour tous, mis à jour le 6 janvier 2023 La taxation des transactions financières, un impératif pour combattre la spéculation et la domination de la finance mondiale, Observatoire de la justice fiscale, 15 septembre 2021 L'eurodéputé Pierre Larrouturou arrête sa grève de la faim au bout de 18 jours, France info, 15 septembre 2020 Splash est un podcast de Nouvelles Écoutes Écrit et animé par moi, Robin Lemoine en compagnie d'Emmanuel Martin Prise de son, montage, et mixage : Adrien Beccaria à l'Arrière Boutique Studio Réalisé par Adrien Beccaria et Mathilde Jonin Produit par Julien Neuville Directrice Générale Adjointe : Nora Hissem Directrice Des productions : Marion Gourdon Directrice artistique : Aurore Mahieu Chargée de production : Mathilde Jonin avec l'aide de Neila Hakmi

Meeting American Idol's William Hung in person earlier this year, I was struck by his positronic energy. In our interview, I learned more about his gentle spirit, which is backed up by focus and determination. These traits are what turned a longshot audition into viral sensation and a yearslong adventure! The title of this episode comes from William's vocalized plan to do a podcast honoring unsung heroes. I mentioned that it might be fun to call the show "Unsung with William Hung." Anyway, this is just one part of his mission to help others make their dreams come true. Join us for another fun and enlightening episode of TTF, as a guy who, as William himself puts it, "was just another college kid with dreams of going to Hollywood" ACTUALLY GOT THERE.

Meeting American Idol's William Hung in person earlier this year, I was struck by his positronic energy. In our interview, I learned more about his gentle spirit, which is backed up by focus and determination. These traits are what turned a longshot audition into viral sensation and a yearslong adventure!The title of this episode comes from William's vocalized plan to do a podcast honoring unsung heroes. I mentioned that it might be fun to call the show "Unsung with William Hung." Anyway, this is just one part of his mission to help others make their dreams come true.Join us for another fun and enlightening episode of TTF, as a guy who, as William himself puts it, "was just another college kid with dreams of going to Hollywood" ACTUALLY GOT THERE.Chapters:00:00 - Sometimes, Karaoke Leads to...07:40 - After the Audition - a Viral Sensation!11:45 - William Charts on Billboard!14:00 - A Mom You Trust is Better Than any Agent17:50 - Back to School20:10 - Then Comes Marriage...and Another Marriage...and a Gambling Addiction25:36 - Back on His Feet and in a Better Headspace28:45 - William's MissionFind William:Instagram.com/williamhungofficialTikTok: WilliamHungOfficialIf you enjoyed listening to Truth Tastes Funny, please leave a 5-star rating and a 300-word review on Apple Podcasts (click Listen on Apple Podcasts to access review option)Subscribe to our YouTube ChannelCheck out Hersh's new podcast: YES, BRANDBoldly taking brands where they desperately wanna goFollow us on Instagram: @truthtastesfunnyFollow Hersh on Instagram: @Hersh4allon LinkedIn: HershRephunon YouTube: HershRephunon Twitter: @TruthTstsFunnyOur Website: TruthTastesFunnyContact UsExplore Branded Ventures with Truth Tastes Funny and Hersh's YES, BRAND Podcast

On this episode of TTF, I speak with the contagiously positronic and effervescent Elyse Archer, Founder and CEO of She Sells & Host of She Sells Radio. Hopefully, you will sense a coming together of money and humanity, two elements often (wrongly) in conflict. In Elyse's own words: "My heart is in serving female sales professionals and entrepreneurs. Here's a bit more about what that looks like: As an international sales mentor, speaker and trainer, I partner with female entrepreneurs and sales professionals who are ready to blast through six figures in income, learn to sell in a way that feels authentic to them and fulfill their deepest purpose and calling.

Where this podcast - Truth Tastes Funny - strives to deliver tips help us keep our sanity, my new YES, BRAND podcast focuses on economic prosperity. Both offer fair amounts of comedy & a sense of play. But if you own a business, you need to keep your message sharp enough to pierce the next ceiling! Heartfelt thanks to all my listeners for taking the TTF journey, and I hope you'll find that YES, BRAND adds to the fun, and the growth - both personal and professional. HAPPY NEW YEAR! To check out the current YES, BRAND episodes and subscribe via your favorite platform, visit: www.YESBRANDmethod.com

We can get bummed around the holidays, especially amidst blizzards and other bullsh*t, or we can get fired up! I'm choosing the latter. Look at what we've been through and HERE WE ARE. Question is, what are we gonna do with the gift of possibility? For the past seven years, my TTF guest Elizabeth Louis has worked with entrepreneurs, athletes, and high performers, helping them develop a warrior/champion mindset, improve self-esteem, fine-tune goals, shift perspectives, overcome traumas, face fear, achieve success, and gain mental freedom.

I now have a whole other podcast, and it's about branding (YES, BRAND, now LIVE!), so while I look forward to having Rich Kozak on THAT show, too, THIS conversation is really about heart. He and I both lead with it, which is why we get along so well. Another reason is that we share a background in helping brands - personal and corporate - tell their stories. Rich is on a mission to serve those who can, in his words, "envision clearly whom they can help or what they can do to make the world a better place or make people's lives better or add value." It was an honor to meet Rich when a mutual friend suggested he appear on TTF, and we have a blast together each time we connect, so I hope you dig this episode!