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31.03.26 - 10:25
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Wall Street Has a Growing Appetite for Fast Food in Japan (Bloomberg)
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In the land of sushi and ramen, Wall Street is betting millions on American burgers and fried chicken. Carlyle and Goldman Sachs see chains like KFC and Burger King having a larger presence in Japan.
What's fueling these big bets? Lisa Du explains. (Source: Bloomberg)...
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31.03.26 - 09:48
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Goldman Sachs Sees Longer-Lasting Economic Hit From War (Bloomberg)
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Sharon Bell, senior European equity strategist at Goldman Sachs, says the Iran war will continue to have a negative economic impact even if there's a fast resolution. "You'll still see people seeing higher energy costs, etc., and therefore lower confidence and low growth," Bell tells Bloomberg Television. "PMI surveys, for example, have already started to come down. So I think there's already been damage. It's really a case of how permanent that is or not. (Source: Bloomberg)...
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31.03.26 - 00:57
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Gulf LNG Crisis Set To ′Make Coal Great Again′ (ZeroHedge)
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Gulf LNG Crisis Set To 'Make Coal Great Again'
Our weekend wrap on the global energy crisis focused on Asia as ground zero and how the shock will ripple across the world, eventually hitting the US. This is now the second major energy crunch of the decade: first Russia's invasion of Ukraine, now the U.S.-Iran conflict. However, this one looks a lot more catastrophic.
The immediate impact of this energy crunch will be a resurgence of coal, especially across Asia, as power grid operators will be forced to switch to the dirtiest fuel to keep electricity affordable during the crisis.
"We are now seeing a second, very large energy supply shock," Goldman commodities expert Samantha Dart told Bloomberg.
Dart added, "If you're sitting in Asia, going through this again, it's possible you change your strategy long term, rely more on coal for longer, build out your renewables faster, and reduce your exposure to natural gas."
Last week, JPMorgan's commodity expert showed just how...
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30.03.26 - 17:54
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Goldman CIO on the Warp-Speed Improvements in AI (Bloomberg)
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With AI capabilities advancing at an unprecedented speed, how are companies adapting to the rapidly changing landscape?
Goldman Sachs Chief Information Officer Marco Argenti joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss what AI deployment at the bank actually looks like. (Source: Bloomberg)...
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