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30.03.26 - 00:33
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"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month (ZeroHedge)
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"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month
As last week wore on, it felt increasingly like the market was transitioning from pricing inflation risk (from a 'brief' energy supply shock) to weighing a demand-shock-driven growth scare (from a longer lasting disruption) as bonds rallied in the face of higher oil and lower stocks (stagflation).
Last week saw three attempts at unilateral de-escalation (5-day delay, 'ceasefire' proposal, 10-day delay) met with even more supply as the apparent 'Trump Put' or 'TACO' trade is losing its power.
Simply put, as Goldman's Shreeti Kapa noted last week, the answer to everything depends on one binary variable: the duration of the war.
That in turn depends if there will be safe transit of oil vessels through the Strait of Hormuz.
Even if the strait is opened, would we be able to restore oil flows to pre-conflict levels?
What is the guarantee for safe passage?
Can any ceasefire be trusted?
For how lo...
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29.03.26 - 18:00
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From lab to global markets: HKSTP leads Hong Kong′s rise as a biotech powerhouse (SCMP)
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[The content of this article has been produced by our advertising partner.]
Aging populations, shifting lifestyles and persistent stress are driving a global surge in debilitating chronic diseases – creating vast unmet medical needs and mounting social and economic pressures. In Hong Kong, a new generation of biotech innovators is racing to respond, powered by strong government support, forwardlooking policies and worldclass medical institutions. This momentum has rapidly elevated the city into......
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