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We begin with the Eurozone where Mario Draghi struck an unexpectedly dovish tone. The ECB decreased (slightly) the area’s economic forecasts, highlighting global risks and opening the door for an increase in the size and duration of QE.

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  The Daily Shot™ Greetings, Once again let’s begin with the US where the Q2 GDP growth was revised sharply higher. While an upward revision was expected, the actual result was above consensus. As discussed yesterday, the US economy remains resilient in spite of the global slowdown. Consumption has been the key driver of US growth.

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Cheap natural gas has become the choice fuel for global power generation. However, unlike liquid or solid fuels like oil and coal, oceanic transporting natural gas from areas of abundance to areas of scarcity requires major investments in conversion and transportation infrastructure. Radiant Value Management is examining all segments along the global Liquid Natural Gas (LNG) value chain to identify infrastructure, technology or network advantages that are mispriced by the capital markets to make investments with asymmetric risk-reward profiles – Canadian pipeline service companies, logistics and accommodation providers are areas fertile for such bargains

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