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Almost as much crude oil is already passing through the Strait of Hormuz as before the Iran war. However, the flows of refined products, such as diesel, remain a fraction of normal, which is reflected in fuel prices here and elsewhere.
The weaker-than-expected employment report for September took the wind out of interest rate expectations. There is plenty of volatility, but the big picture of the labor market did not change substantially, however.
Taaleri has raised its internal operations to a new level, and investors' return expectations are no longer solely dependent on the speculative unlocking of value through M&As.
We slightly increased the company's growth estimates on the heels of the Capital Markets Day (CMD) and lowered our required return for the share by one notch.
The AI hype and the resilience of the stock market despite rising interest rates have justifiably raised questions about a new bubble, especially in the US. You can really smell the bubble in the air if you take a good sniff.
