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17.09.25 - 17:51
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Goldman: Four Questions Investors Are Asking About Walmart (ZeroHedge)
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Goldman: Four Questions Investors Are Asking About Walmart
At the start of September, Goldman hosted its 32nd annual Global Retailing Conference, followed by last week's technology forum. It's been a packed first half of the month for Goldman analysts, who have been busy digesting comments from corporate executives and sharing key takeaways with clients on how business leaders see the evolving world.
On Monday, Goldman Sachs Managing Director Kate McShane penned a note for clients about the four key questions investors had following Walmart's appearances at its retail and technology conferences.
McShane noted that the mega-retailer is on track to deliver stronger-than-expected results in both the near term and the long term. She expects Walmart to sustain top-line growth of at least 4% while expanding operating income at a high-single- to low-double-digit pace.
She also highlighted that profitability in US e-commerce, which turned positive in the first quarter and doubled in the seco...
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17.09.25 - 16:45
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WTI Extends Gains AFter Biggest Crude Build In 3 Months (ZeroHedge)
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WTI Extends Gains AFter Biggest Crude Build In 3 Months
Oil prices leaked lower overnight after a three-day advance as traders assess the fallout from Ukrainian attacks on Russian energy infrastructure and a Federal Reserve interest rate decision later Wednesday.
WTI was trading around $64.50 a barrel after gaining 3.2% in the previous three sessions. Ukraine attacked the Saratov refinery in its latest strike on Russian energy facilities - which have helped cut the OPEC+ member's production to its lowest post-pandemic level, according to Goldman Sachs.
A big crude draw reported by API overnight will prompt some buying pressure if confirmed by the official EOA data.
API
Crude -3.42mm (-1.6mm exp)
Cushing
Gasoline -691k
Distillates +1.9mm
DOE
Crude -9.285mm - biggest build since June
Cushing -296k
Gasoline -2.347mm
Distillates +4.046mm
US crude stocks plunged over 9 million barrels last week (far greater than expected and the biggest draw since June). Gasol...
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16.09.25 - 21:24
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Goldman Spots "Strong Demand" For iPhone 17 In New Lead Time Data (ZeroHedge)
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Goldman Spots "Strong Demand" For iPhone 17 In New Lead Time Data
Apple hosted its "Awe Dropping" product launch event one week ago, unveiling the iPhone 17 lineup alongside updates for the Apple Watch and AirPods. Aside from more megapixels and incremental improvements to processing, display, and other features, the iPhone 16 remains sufficient and does not warrant an immediate upgrade. Still, the decision to upgrade weighs heavily on many consumers trapped in Tim Cook's Apple ecosystem hole. To gauge initial demand signals, we turn to new lead-time data from Goldman Sachs.
A team of Goldman analysts, led by Michael Ng, provided clients with new lead-time data on iPhone 17 models just days after the product launch, highlighting what they describe as "strong iPhone 17 demand signals from pre-order trends."
Across the board, Ng's team found that pre-order lead times for iPhone 17 models are longer than the iPhone 16 launch in all regions (USA, Mainland Ch...
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16.09.25 - 16:39
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Ukrainian Kamikaze Drone Attacks Slash Russian Refining Capacity (ZeroHedge)
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Ukrainian Kamikaze Drone Attacks Slash Russian Refining Capacity
Ukraine has ramped up its use of long-range drones against Russian oil refineries, export terminals, and storage facilities in an effort to erode Moscow's revenue streams and weaken its war financing ability, with the latest kamikaze drone attacks in August and September taking an estimated 300,000 barrels per day of refining capacity offline, according to a Goldman Sachs client report issued this week.
A team of Goldman analysts led by Yulia Zhestkova Grigsby and others wrote in a note to clients:
The Brent oil price increased by $2/bbl from a week ago to $67/bbl as drone attacks on Russia refineries and export facilities ramped up. We estimate that drone attacks took out about 0.3mb/d of Russia refining capacity in August and in September so far.
Following increasing sanctions pressure on Russian oil buyers and lower refinery runs, Russia seaborne diesel exports dropped by nearly 1/2 over the last 6 months or by 0.5mb...
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