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10.04.26 - 20:07
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AI Cyber Threats Alarm Wall Street | Open Interest 4/10/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." President Trump pushes Iran to reopen the Strait of Hormuz as Israel and Hezbollah exchange fire, casting a shadow over critical peace talks set for the weekend. New inflation data shows the Iran conflict is already hitting the US economy. And as big banks head into earnings, warnings from Jerome Powell and Scott Bessent about a growing AI-driven cyber threat are rattling CEOs. Jennifer Kavanagh breaks down why reopening Hormuz remains unlikely and why diplomacy is the only path forward. Cybersecurity CEO Vlad Rikhter on the race to defend against AI-powered attacks moving at machine speed. Richard Farley explains why private credit is cooling, not collapsing. And Goldman's Richard Ramsden on why rising risks could reshape the banking outlook. (Source: Bloomberg)...
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10.04.26 - 18:12
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Bank Earnings Strong, Outlook Uncertain (Bloomberg)
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Wall Street banks are heading into earnings season with strong results, but rising macro risks are stealing the spotlight. Goldman Sachs' Richard Ramsden explains why AI-driven cyber threats triggered a rare meeting with top regulators, and how shifting rate expectations, inflation fears, and volatile markets could reshape the banking outlook for the rest of the year. (Source: Bloomberg)...
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10.04.26 - 16:12
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Goldman′s HALO Trade Could Be the 2026 Edge Investors Are Missing (24/7 Wall St.)
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Goldman Sachs (NYSE:GS) has a pretty interesting strategy for investors who aren't yet comfortable braving the dip in some of the hardest-hit stocks, specifically in tech. Undoubtedly, Anthropic applied pressure once again to the software stocks, going to show that the SaaS-pocalypse is still on despite the relief gains that have now been given back ... Goldman's HALO Trade Could Be the 2026 Edge Investors Are Missing...
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10.04.26 - 08:12
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Welcome to Y′all Street: bullish Dallas aims to steal New York′s financial crown (The Guardian)
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Texas city believes loose rules and low taxes will make the US's biggest banks come running – can it pull it off?As the warm sun rises over the Dallas skyline, SUVs and pickup trucks whiz past an unassuming construction site that is helping cement the city's Texas-sized financial ambitions.Nestled between towers claimed by Bank of America and JP Morgan, Goldman Sachs has cordoned off 800,000 sq ft for a new Dallas campus able to host more than 5,000 staff. But the $700m (£530m) project is more than a regional expansion plan by one of America's largest banks. It is another win for the lobbyists behind Dallas's “Y'all Street” – the Texan city's aggressive push to steal New York's financial crown. Continue reading......
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09.04.26 - 20:13
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Gulf Tensions Push Oil Higher | Open Interest 4/9/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A fragile truce in the Gulf as President Trump vows to keep US troops in place ahead of high-stakes Iran talks. Oil surges with Goldman warning Brent could top $100 if the Strait stays shut. And gig tech doubles down as CoreWeave and Meta strike another massive AI deal. And billionaire Thomas Peterffy sparks debate, arguing against bans on insider trading. Plus, McCormick's blockbuster move to reshape the global food industry—CEO Brendan Foley joins us in the C-Suite. (Source: Bloomberg)...
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