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01.07.26 - 18:57
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Goldman Sachs Warns Oil Inventory Rebuild Won′t Prevent 2027 Supply Glut (ZeroHedge)
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Goldman Sachs Warns Oil Inventory Rebuild Won't Prevent 2027 Supply Glut
The global race to rebuild depleted oil inventories will not be enough to offset a massive glut that's coming to the market next year, as traffic through the Strait of Hormuz appears to be headed toward normalization, according to Goldman Sachs commodity strategists.
First, arguing the bullish side, stockpiles of crude and refined petroleum products in many parts of the world have been depleted to multi-decade lows after governments raced to release strategic stockpiles in March after the Middle East crisis trapped millions of barrels of daily crude and product flows in the Persian Gulf. These inventories will now have to be rebuilt - a process that's likely to put a floor under oil prices, Oilprice reports..
In the United States alone, the U.S. Strategic Petroleum Reserve (SPR) has been depleted to a 1983 low, while stocks at Cushing, the delivery point of WTI, have crumbled to operational-stress levels.
In additi...
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01.07.26 - 15:00
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Will Budweiser Brewing′s China sales improve on back of AB InBev′s World Cup sponsorship? (SCMP)
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Subdued demand in China is likely to have weighed on Budweiser Brewing APAC's second-quarter sales, according to analysts, but the ongoing Fifa World Cup might provide a brighter start to the third quarter.
Citing information from investor relations personnel at Belgian beer giant Anheuser-Busch InBev's Asian subsidiary, Goldman Sachs analysts said in a report issued on Monday that Budweiser Brewing believed weak catering traffic remained the biggest headwind in China, with nightlife sales......
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01.07.26 - 14:01
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Goldman Sachs Says Capital Spending Is Powering the Bull Market (Bloomberg)
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The best quarter for stocks in six years ended on a high note, with chipmakers extending their rebound from war-driven lows and signs of economic resilience boosting confidence in corporate earnings. A rally that has added more than $8 trillion to the S&P 500's market value over the past three months gained further momentum as fresh data pointed to strength in both the labor market and consumer sentiment. Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer told Bloomberg that, "for the first time in really a generation," major economies are experiencing a broad-based increase in capital spending. It's a trend that he believes is helping to underpin the current bull market.Goldman Sachs Says Capital Spending Is Powering the Bull Market (Source: Bloomberg)...
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01.07.26 - 08:36
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Tokmanni Group Corporation: Disclosure under chapter 9, section 10 of the securities market act (The Goldman Sachs Group, Inc.) (Cision)
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Tokmanni Group Corporation Stock exchange releases 1 July 2026 at 9:30 am
Tokmanni Group Corporation has received an announcement from The Goldman Sachs Group, Inc. on 30 June 2026, in accordance with the Finnish Securities Market Act Chapter 9, Section 5. According to the announcement, The Goldman Sachs Group, Inc.'s holding through financial instruments in Tokmanni Group Corporation's shares and voting rights decreased under the level of 5%, as a result of share transactions concluded on 29 June 2026. The holding through financial instruments amounted to 2,834,313 shares,...
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