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09.03.26 - 05:37
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Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap (ZeroHedge)
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Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap
It's a bloodbath across Asian markets this morning with Asia being the world's largest oil-importing region. Based on a Goldman analysis of the impact of higher oil on real GDP growth (chart below), China is the most insulated from supply-driven oil price increases compared to other emerging Asian economies, with $15/bbl higher crude oil prices leading to 0-0.1pp lower GDP growth and 0.1-0.2pp higher headline CPI inflation. This resilience is partly due to the country's economic structure and the potential for government intervention to dampen the pass-through of global price increases to consumers. Increased oil stockpiling last year - some estimates put China's strategic oil resere at 1.5 billion barrels - and very low inflation over the past few years also make China less vulnerable to rising energy prices.
Conversely, Singapore, followed by Taiwan and Korea, will bear the brunt of it with a -1.6% hit to GDP growth and thi...
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08.03.26 - 23:25
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$5 Gas Imminent As Oil Prices Explode Higher, Equity Futures Puke On Dashed De-Escalation Hopes (ZeroHedge)
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$5 Gas Imminent As Oil Prices Explode Higher, Equity Futures Puke On Dashed De-Escalation Hopes
It's Sunday night and the much-hoped for de-escalation has not happened.
This has triggered an explosive move higher in WTI...
...topping $110 for the first time since 2022... (Goldman nailed that call)
US equity futures have dramatically 'broken the box'...
These moves come as the Trump administration said it is not prioritizing using the US Department of the Treasury to trade oil futures as it weighs ways to ease surging global energy prices, according to Yahoo Finance.
Officials have considered having Treasury buy or sell energy futures, but believe the agency would have limited ability to move such a large and active market.
Daily trading volumes have surged during the recent conflict, diluting the impact any single participant could have.
The White House is also reluctant to immediately tap the Strategic Petroleum Reserve.
Heavy drawdowns under former president Joe Biden left the reserve ab...
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08.03.26 - 13:06
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DIA Skips the S&P 500 Noise and Delivers Monthly Checks to Retirees Instead (24/7 Wall St.)
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Monthly dividend checks. A portfolio anchored in Goldman Sachs, Caterpillar, and Microsoft. An expense ratio so low it barely registers. For retirees navigating a market where the VIX has climbed nearly 30% in a single month and consumer sentiment sits at a recessionary 56.4, the case for owning the Dow Jones Industrial Average through SPDR ... DIA Skips the S&P 500 Noise and Delivers Monthly Checks to Retirees Instead
The post DIA Skips the S&P 500 Noise and Delivers Monthly Checks to Retirees Instead appeared first on 24/7 Wall St.....
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08.03.26 - 12:06
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Oil prices ′could breach $100 a barrel within days′ amid supply disruption from Iran war (The Guardian)
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Warning from Goldman Sachs comes as crude shipping through strait of Hormuz falls further than bank thoughtGlobal oil prices could breach the $100 (£74) a barrel mark within days, and reach $150 a barrel by the end of the month, without a solution to the severe disruption in crude flows through the strait of Hormuz, Goldman Sachs has warned.Oil exports via the vital trade route linking the world's biggest oil producers to buyers in the global market have fallen further than the US investment bank had initially expected after the US-Israeli attack on Iran a little over a week ago. Continue reading......
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07.03.26 - 01:48
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Wall Street Week | Lloyd Blankfein, Ukraine′s Tech, Big Tobacco′s Future, Building Data Centers (Bloomberg)
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This week, from Iran to inflation, former Goldman Sachs CEO Lloyd Blankfein explains why risk management matters most when markets appear stable and confident. And, From digital IDs to AI agents, Ukraine is rebuilding government services even as war reshapes the country. Plus, as smokeless products such as Zyn and IQOS surge in popularity, are we witnessing harm reduction or a smarter tobacco strategy? Later, who will build the data centers powering artificial intelligence and are there enough workers? (Source: Bloomberg)...
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07.03.26 - 01:01
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Goldman Junior Banker Fashion Shoot Sets Off Blame Game (Bloomberg)
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A magazine's glossy photo shoot with young Wall Streeters, including a pair from Goldman Sachs who opined on their spending and dating, is setting off finger-pointing inside the famously restrained investment bank. When they were confronted by executives, at least one of the men said that they believed compliance was OK with participating in Interview Magazine's feature, “Meet the Finest Boys in Finance,” according to people with knowledge of the matter. But the press office, which stewards the bank's image, was not on board. Bloomberg News Banking Reporter Todd Gillespie joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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06.03.26 - 18:42
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Wall Street Trading Desks Rewrite Stocks Playbooks on US-Iran War (Bloomberg)
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The macro sales desk at Bank of America is steering clients to buy HALO, or “hard assets, low obsolescence” stocks. At Goldman Sachs they're recommending a geopolitical basket of defense contractors, oil producers and tanker companies. Over at Barclays, traders are urging a rotation back into the big winners of years past, US megacaps....
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06.03.26 - 14:48
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How Does The Iran War End, Asks Former EU Foreign Policy Chief | The Pulse 3/6 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
Catherine Ashton, Former EU High Representative for Foreign Affairs & Security; Peter Oppenheimer, Goldman Sachs, Chief Global Equity Strategist; Susan Langley, City of London Lady Mayor; Philippe Salle, Atos CEO and Chairman. (Source: Bloomberg)...
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