Osna.FMMar 19
Bernhard Osburg, chief executive of DB Cargo, said he is confident that the heavily indebted freight rail division will return to profitability by 2026. He expl... https://news.osna.fm/?p=38766 | #news #breakeven #cargo #ceo #costcutting
DB Cargo CEO Outlines €1 bn Cost‑Cutting, 6,000 Job Cuts to Hit Break‑Even by Year‑End and Drive EU Expansion - Osna.FM

DB Cargo's CEO Bernhard Osburg aims for a break‑even by year‑end as he sets out a rapid turnaround plan for the heavily indebted freight rail division.

Osna.FM
Baaghi TVFeb 19

When the Books Turn Green: How a 542 Billion Rupee Surplus Just Changed the Game

#BaaghiTV #Pakistan #PakistanEconomy #Crisis #Bailouts #FiscalYear2026 #BudgetSurplus #542BillionRupees #BreakEven #SavingMoney #Discipline #Credit #SpecialInvestmentFacilitation #SIFC #EarningRevenue #TaxCollection #StateBankProfits #PetroleumLevy #Treasury #ForeignLoans #PakistanGovernment #FutureOfPakistan #StrengtheningTheRupee #SlowingInflation

https://en.baaghitv.com/when-the-books-turn-green-how-a-542-billion-rupees-surplus-just-changed-the-game

Show threadacemaxxJan 25
The broader US economy hasn’t had a big pullback in economic activity. But a shrinking workforce and a falling #breakeven #employment growth rate mean the labour market is tighter than what headline numbers suggest. @AdamPosen.bsky.social and Peter Orszag of Lazard have argued this would lead to higher #services #inflation.
acemaxxJan 21
US #inflation measured by 10y #breakeven rates, chart @MorganStanley
Show threadacemaxxJan 11
For example, the economically viable #breakeven rate for #oil in the #PermianBasin is in the low $40s and trending lower compared to the $50s in #Venezuela, which does not even factor in the immense growth capex required to get production back to the levels we saw in the 2000s.
acemaxxJul 19, 2025
#market-based #breakeven #inflation rates predict that inflation will remain above 2% over the next year before returning gradually to the #Fed’s 2% goal, chart @SFFED https://www.frbsf.org/research-and-insights/publications/fedviews/2025/07/sf-fedviews-july-17-2025/
acemaxxMar 10, 2025
5y (grey line) and 30y (green line) UST #breakeven rates – The main risk for 2025 is a sharp resurgence in US #inflation on the back of #tariffs, tax cuts and mass deportations, chart @markets https://www.bloomberg.com/news/articles/2025-03-08/inflation-linked-bonds-rebound-on-trump-tariffs-credit-weekly
acemaxxMar 6, 2025
#German #inflation expectations measured by #breakeven rates below the mark 2.1%, chart #Finanzagentur https://www.deutsche-finanzagentur.de/en/federal-securities/types-of-federal-securities/inflation-linked-federal-securities
Inflation-linked Federal Securities - Deutsche Finanzagentur

Bundesrepublik Deutschland Finanzagentur GmbH

Deutsche Finanzagentur
acemaxxMar 1, 2025
US #inflation expectations measured by UST #breakeven rates, chart @BloombergTV live
acemaxxFeb 19, 2025
5y, 10y and 30y UST #breakeven rates, chart @MorganStanley